Sales and Marketing Coordinator

Sales & Marketing Operations Coordinator

Position Summary: The Sales Operations Coordinator will serve as the executive assistant to the Head of Client Success, providing critical support to the sales team, managing sales and outreach campaigns, and coordinating marketing efforts. This role requires excellent organizational skills, attention to detail, and the ability to coordinate with internal and external resources to ensure the successful execution of sales and marketing activities. The ideal candidate will have experience with CRM systems (HubSpot), proposal creation, event management, and working closely with marketing teams to support the end-to-end sales process.

Key Responsibilities:

Sales Team Support:

• Assist with HubSpot data entry and lead tracking.

• Ensure HubSpot is kept accurate and up to date

• Ensure new contacts and prospects are entered into the CRM system and moved through the sales pipeline efficiently.

• Creation of proposals to support the sales team and ensure timely delivery to clients.

• Follow up with recipients to confirm receipt, answer questions, and provide updates to the sales team as necessary.

Sales and Outreach Campaign Management:

• Assist with the planning, execution, and tracking of sales and outreach campaigns.

• Interface with internal and external marketing resources to support campaign content creation and ensure timely delivery.

• Track campaign performance and provide regular updates to the sales team.

• Coordinate with marketing vendors and internal teams to ensure alignment with sales objectives.

Event Scheduling and Management:

• Assist with the scheduling, planning, and coordination of marketing events, including conferences, webinars, workshops, and client meetings.

• Manage logistics, track RSVPs, and ensure proper follow-up after events to engage with new leads.

• Collaborate with the marketing team to create materials and ensure event promotion aligns with campaign goals.

• Attend conferences and manage booth setup and take down

Net New Sales Process:

• Conduct initial reach out and follow-up with new leads to move them through the sales pipeline.

• Collaborate with Solution Architects to create estimates for potential projects, ensuring accurate details are captured.

• Assist in the creation and delivery of contracts, working with the team to ensure that all terms are clear and in line with client requirements.

• Support the sales team throughout the full Net New Sales cycle, from lead generation through client onboarding, ensuring timelines, deliverables, and communications are effectively managed.

Join Collectiv for a rewarding career in a fully remote work environment with quarterly in person team experiences and a competitive compensation. We provide a clear growth trajectory with professional development opportunities and a top-shelf benefits package. Enjoy unlimited time off and 100% covered health insurance, encompassing medical, dental, and vision plans for you and your family. Our comprehensive offerings, from a competitive 401(k) with a 4% match to educational assistance, tech stipend, and discounts on various goods and services, demonstrate our commitment to your well-being and success. At Collectiv, your career thrives with a perfect blend of remote flexibility, growth potential, and unparalleled benefits prioritizing your financial, physical, and emotional well-being.

Collectiv is the leading boutique consulting and strategy firm specializing in Analytics, Planning and AI with Power BI and Microsoft Data Stack.

Our mission at Collectiv is simple: We help enterprises make better decisions.

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Work Hard, Play Hard – Results are proportional to effort.
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Bring Solutions – Not problems.