Fully Remote (Work from Home), 9 AM - 5 PM EST

Key Responsibilities

• Proposal Development: Craft clear, persuasive proposals tailored to potential clients, drawing on existing templates and collaborating with the design team to ensure high-quality output. 
• Sales Materials: Support the creation of sales enablement materials that are visually appealing and aligned with the company’s brand, using tools like Canva (or similar). 
• CRM Utilization & Process Support: Assist in maintaining customer records in HubSpot (or other CRM systems), tracking sales activities, and providing insights to improve processes. 
• Client Interaction: Interface with clients, ensuring smooth communication and support throughout the sales process. 
• Collaboration with Business Development: Work closely with the Business Development team to support lead generation, client relationships, and overall sales strategy. 

What Success Looks Like

• Quality Materials: Delivering engaging and professional proposals and sales materials that resonate with clients. 
• CRM Efficiency: Maintaining accurate CRM data to improve sales insights and team performance. 
• Smooth Sales Process: Contributing to a seamless sales process by coordinating across teams to ensure a fantastic client experience from beginning to end. 
• Client Relations: Developing positive relationships with clients, resulting in strong communication and successful outcomes. 

Qualifications

• Experience: 2+ years in an Account/Project Coordinator or Manager role, ideally at an agency or B2B company. 
• Design Experience: Familiarity with Canva or similar design tools for creating visually appealing materials. 
• CRM Knowledge: Basic understanding of CRM systems (HubSpot experience is a plus, but other CRMs such as Salesforce are fine). 
• Organizational Skills: Exceptional attention to detail, with the ability to manage multiple projects simultaneously. 
• Communication: Strong written and verbal communication skills, with the ability to interact professionally with clients. 
• Self-Motivated: Able to work independently in a fully remote team environment.