Worldgate, llc · 2 weeks ago
Inside Sales Coordinator
Reston, VA
Full-time
Onsite
Entry Level
$70K/yr - $80K/yr
2+ years exp
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Insider Connection @Worldgate, llc
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Responsibilities
Load incoming leads from the UKG Community into PipeDrive
Contact clients to schedule meetings and coordinate resources, such as Burgan or other experts, for scoping discussions
Facilitate scoping calls, including oversight and note-taking
Develop and finalize Statements of Work (SOWs) for client review and approval
Manage the signature process for SOWs, coordinating with clients and Miller
Identify and pursue opportunities for follow-on work based on initial scopes
Introduce and promote Service+ offerings to clients
Conduct regular check-ins with existing clients to ensure satisfaction and identify additional needs
Collaborate with the Service+ oversight team to deliver consistent messaging to clients
Assist with the preparation of SOWs and responses to RFPs
Conduct market research to support sales strategies and initiatives
Identify and evaluate new leads for potential opportunities
Comprehension and alignment to established goals and objectives within the framework of the Worldgate Continuous Feedback Approach
Ensure compliance with criminal background check standards by maintaining a clear record throughout employment tenure
Stay up to date on basic computer skills and best practices, such as word processing software, spreadsheet software, presentation software, Adobe software, email management, digital calendars, and video conferencing
Understand Worldgate’s mission, values, and behaviors (The Worldgate Way) and ensure that daily interactions with Worldgate internal and external parties align to Worldgate’s values and behaviors
Qualification
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Required
Minimum of 2 years of experience in sales coordination, client services, or a related role
Excellent communication, organizational, and multitasking skills
Proficiency in computer skills - word processing software, spreadsheet software, presentation software, Adobe software, email management, digital calendars, and video conferencing
Knowledge of CRM tools (e.g., PipeDrive, Salesforce) for lead tracking and client management
Ability to take detailed meeting notes and translate them into actionable tasks
Strong problem-solving skills with the ability to prioritize and manage competing deadlines
Attention to detail in preparing and reviewing client-facing documents such as SOWs and proposals
Customer service mindset with the ability to build rapport and maintain professional relationships
Education: Bachelor's (Required)
Experience: Customer service: 2 years (Required)
Experience: Relationship management: 2 years (Required)
Experience: Client services: 2 years (Required)
Experience: CRM software: 2 years (Required)
Experience: Sales management: 3 years (Required)
Ability to Commute: Reston, VA 20190 (Required)
Work Location: In person
Preferred
Bachelor’s degree in Business Administration, Marketing, or a related field preferred – Equivalent work experience may be considered
Familiarity with CRM systems (e.g., PipeDrive) and project management tools is a plus
Experience preparing Statements of Work (SOWs) or similar client documentation is preferred
Sales or customer relationship certifications (e.g., Certified Sales Professional, HubSpot Inbound Sales Certification) are advantageous but not required
Salesforce: 2 years (Preferred)
Benefits
401(k)
401(k) matching
Dental insurance
Flexible schedule
Health insurance
Paid time off
Vision insurance
Company
Worldgate, llc
Worldgate LLC specializes in consulting services that support Information Technology demands in public sector agencies and school districts.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase
