Soni · 8 hours ago
Sales Operations Coordinator
Soni is a boutique executive coaching firm seeking a Sales Operations Coordinator. The role involves managing CRM systems and content pathways, ensuring leads are effectively captured and nurtured throughout the sales cycle.
Recruiting
Responsibilities
Own and maintain the integrity of the HubSpot CRM (contacts, companies, deals, pipelines)
Ensure every lead is properly captured, categorized, and managed through the entire sales cycle
Monitor pipeline health, follow-ups, and stalled or warm opportunities
Proactively identify re-engagement and upsell/cross-sell opportunities
Maintain clean, reliable data that leadership can confidently use
Manage leads from first inquiry through close and post-sale handoff
Draft and send aligned follow-up communications
Support proposal, contract, and next-step coordination
Track and analyze sales activity, timing, and outcomes
Surface insights and recommendations to improve conversion and flow
Build and manage HubSpot workflows, sequences, and automation that support marketing and sales cycles
Create and maintain email templates, follow-up sequences, and campaign assets
Support email marketing campaigns (segmentation, scheduling, reporting)
Continuously optimize systems to reduce manual work and improve clarity
Own the social media content calendar (primarily LinkedIn, Instagram with potential expansion)
Coordinate content themes, timing, and promotion to support programs, launches, and sales efforts
Draft, schedule, and publish social media content
Create images, reels, etc. using Canva or other graphics tools
Repurpose long-form content (talks, articles, emails) into social posts
Track engagement patterns and adjust content strategy accordingly
Coordinate timelines, deadlines, and handoffs across sales, marketing, and content
Organize templates, assets, and documentation for ease and continuity
Identify and implement process improvements across HubSpot and content workflows
Qualification
Required
Strong, hands-on HubSpot experience (CRM ownership, workflows, templates, pipelines)
Proven ability to manage leads through a full sales cycle
Experience managing a social media calendar and publishing content for a brand or business
Clear, warm, and professional written communication
Strong organizational skills and pattern recognition
Comfort owning systems and making proactive improvements
Respect for nuance, confidentiality, and relationship-based work