Sales Operations Coordinator

inBeat Agency•Quebec, QC

42d

About The Position

The Sales Operations Coordinator owns the administrative and operational infrastructure that keeps the sales function running efficiently. This role is responsible for maintaining process integrity across the sales cycle, driving consistency across Salespeople, Account Managers, and related internal stakeholders, while ensuring leadership has accurate, timely information to support decision-making. The successful candidate will oversee the sales workflow from inbound lead coordination through proposals, contracts, CRM administration, and internal handoff. The ideal candidate is highly organized, detail-oriented, and capable of building, maintaining, and improving the systems and workflows that keep the sales process accurate, efficient and consistent.

Requirements

2+ years of experience in sales support, marketing or administrative roles.
Highly organized and detail-oriented, with the ability to manage multiple concurrent deals and workstreams in a fast-paced environment.
Excellent communication and follow-up skills.
Demonstrated experience with owning CRM platforms.
Ability to work independently, prioritise effectively, and exercise strong administrative judgment.

Responsibilities

Own and maintain CRM hygiene, data integrity, pipeline accuracy, and real-time deal stage records to ensure leadership has accurate, timely sales information
Design and maintain sales process templates, workflows, and checklists to standardise team operations
Identify inefficiencies, implement improvements, and ensure consistency across Salespeople & Account Managers
Review sales call recordings and create tailored proposals that align with client needs, while ensuring accuracy and timely delivery
Coordinate end-to-end contract processes; drafting, reviewing standard terms, tracking signatures, and maintaining a complete filing system
Review redlined contracts and escalate non-standard contract clauses to leadership and follow through on resolution.
Vet and triage incoming leads promptly against established ICP criteria
Coordinate scheduling and assignment of inbound leads to the appropriate sales team member based on fit and availability
Maintain lead tracking and log all activity in the CRM to ensure visibility.
Serve as the coordination hub between sales and internal departments; finance, delivery, and creative.
Manage the transition from sales to operations by ensuring all necessary client details are properly documented and communicated.
Work closely with the operations team to ensure a smooth client onboarding experience.
Identify and address gaps in the handoff process to improve efficiency.