Position Summary

The Sales and Marketing Operations Coordinator supports day-to-day sales and marketing activities by managing operational processes, coordinating communications, and ensuring a smooth experience for leads, customers, and internal stakeholders. This role plays a key part in sales forecasting, lead management, marketing engagement, and front-line client interaction.

Key Responsibilities

Sales Operations & Forecasting

• Prepare and maintain quarterly sales projections and reports
• Track sales performance metrics and update forecasting tools
• Support sales leadership with data accuracy and process consistency

Lead Management & Inbound Sales Support

• Maintain and update the lead tracker to ensure timely follow-up
• Monitor inbound leads and route them appropriately
• Answer and triage inbound sales calls, providing information or directing inquiries to the sales team

Marketing Support & Engagement

• Monitor marketing chat channels and respond to or escalate inquiries as needed
• Support marketing campaigns through lead coordination and communication tracking
• Assist with follow-up activities resulting from marketing initiatives

Client & Prospect Experience

• Prepare for client and prospect visits, including scheduling and logistics
• Serve as a point of contact for guest coordination and on-site readiness
• Help ensure a welcoming, professional experience for visitors

Administrative & Relationship Support

• Coordinate and manage holiday cards and client appreciation efforts
• Support cross-functional tasks that strengthen customer and prospect relationships
• Perform additional operational and administrative duties as needed

Qualifications

• High school diploma/GED required, associate’s or bachelor’s degree in business, marketing, communications, or a related field preferred
• 3+ years of experience in sales support, marketing operations, customer service, or administrative coordination
• Experience working with CRM systems, lead tracking tools, or sales databases.
• Proficiency in Microsoft Office (Excel, Outlook, Word); ability to manage data accurately
• Strong written and verbal communication skills
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment

Preferred Skills

• Experience supporting sales forecasting or reporting processes
• Familiarity with marketing platforms, chat tools, or campaign workflows
• Comfortable handling inbound customers or prospect interactions
• Strong organizational skills with attention to detail
• Ability to work collaboratively across sales, marketing, and operations teams
• Customer-focused mindset with a professional, service-oriented approach
• Adaptability and willingness to take initiative and learn new systems or processes