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Sales Pipeline & Client Relations Coordinator (Remote)

Executive Assistant Institute · Mexique

Remote
Remote 🇬🇧 English
CRM

Job description

About the role

We are seeking a proactive Sales Pipeline & Client Relations Coordinator to support new client growth for a U.S.-based client. This fully remote position works on Arizona time and bridges sales coordination, CRM management, proposal support, and client communication.

Key responsibilities

  • Respond thoughtfully to new business leads and ask insightful questions to assess fit.
  • Maintain accurate CRM records across all stages of the sales funnel.
  • Track lead status, follow‑ups, proposal timelines, and next steps.
  • Attend discovery meetings and translate insights into clear internal briefs.
  • Prepare customized proposals, letters of intent, and presentations.
  • Coordinate meeting schedules and proposal timelines with internal teams.
  • Research RFP opportunities and manage submission schedules.
  • Refine client‑facing messaging based on feedback from leadership and clients.
  • Support handoffs to delivery teams for a seamless client experience.
  • Represent the team at virtual and occasional in‑person client events.

Required profile

  • Confident English communicator who builds rapport naturally.
  • Detail‑oriented, organized, and comfortable managing multiple moving parts.
  • Experienced with CRM systems and sales pipeline tracking.
  • Self‑directed with strong time‑management skills.
  • Strategic, curious, and able to connect client insights to practical next steps.
  • Coachable, inquisitive, and eager to grow.

Required skills

  • CRM

What we offer

  • Remote work aligned with Arizona timezone.
  • Opportunity to influence high‑quality lead conversion.
  • Professional development in sales operations and client relations.

Questions fréquentes

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Published 4 months ago

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Executive Assistant Institute

Mexique