Sales Coordinator

Posted Yesterday
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San Antonio, TX, USA
In-Office
Mid level
AdTech • Marketing Tech
The Role
Supports the sales department through lead qualification, CRM and pipeline management, sales presentation preparation, prospect reengagement, reporting, prospect list building, and HubSpot sequence administration. The role also coordinates onboarding information for fulfillment teams, conducts market research using AI and marketing tools, escalates sales issues, and may eventually conduct initial discovery calls.
Summary Generated by Built In

About Leadhub

Leadhub is a full-service marketing agency specializing in helping home service companies dominate their local markets. We exist to help people grow so that we can win at life.  We are agents of change with our clients’ best interests at heart.  We combine high-level strategy with gritty execution to help our clients "make the phone ring" and win big.  

The Role

The Sales Coordinator serves as the operational and administrative backbone of the sales department, freeing up the Director of Sales to focus on direct engagement with prospective clients during Discovery, Presentation, and Onboarding.  After mastery is demonstrated with the operational and administrative tasks of the sales process, the Sales Coordinator may be utilized to run initial Discovery Calls to qualify prospects.  The role will report to and work very closely with the Director of Sales.

Your core responsibilities include:

  • Promptly engaging and qualifying inbound sales leads to deem them worthy of a booked Discovery Call with the Director of Sales.
  • Preparing Discovery Call outlines, including information gathered from research (using AI tools as well as existing Leadhub resources).
  • Keeping the Sales Pipeline (in HubSpot) and the data within it accurate and current with scheduled next steps for each Sales Opportunity.
  • Utilize existing systems to convert the Discovery Call notes and meeting transcripts into a Sales Presentation in Google Slides, editing it for accuracy.
  • Use AI tools as well as Leadhub’s resources to enhance Sales Presentation with market/industry/advertising platform-specific research and data.
  • Reengage cold Sales Opportunities and schedule them to meet with the Director of Sales.
  • Regarding closed Sales Opportunities, marrying information gathered pre-sale with information collected from the client post-sale to generate comprehensive onboarding information for the fulfillment team.
  • Produce weekly reports on the Sales Pipeline and Sales Metrics.
  • Sourcing new prospects and building prospecting lists.
  • Building and maintaining automated sequences in HubSpot to engage new prospects and to reengage existing prospects.
  • Promptly escalating issues (qualification, scope, pricing, research, etc) to the Director of Sales to ensure timelines are met.

Who You Are

The Sales Coordinator role is fit for an individual who is passionate about sales operations.  This individual may aspire to continue to serve in the Sales Coordinator role; he or she may aspire to influence more elements of sales operations, or he or she may aspire to utilize their knowledge of sales operations to grow into a sales representative.   

Qualifications:

  • 2-4 years in sales coordination, sales operations, CRM administration, or business development support, ideally at an agency or services company.
  • Hands-on HubSpot Sales Hub experience, including pipelines, deal stages, sequences, and reports.
  • General understanding of the types of marketing for local businesses:  Digital Marketing (SEO, SEM, Local Maps, Social, Display, Video, etc.) and Traditional Marketing (Outdoor, Direct Mail, Television, Radio, Print, etc.)
  • Comfortable pulling data from tools like SE Rankings, Google Keyword Planner, Call Tracking Platforms, and AI.
  • Strong working knowledge of the Google Workspace:  Gmail, Google Calendar, Sheets, Docs, and Slides.
  • Strong attention to detail.
  • A preference for focused, heads-down operational and administrative work, but you have the social skills to engage internally and externally.
  • Work well inside a defined process, and you’re not shy about speaking up if you believe the process can be improved.
  • Collect and apply data accurately so that your work can be defended by data and research. 
  • Able to keep a high volume of deals, follow-ups, and deadlines moving at once without losing accuracy.
  • Actively uses AI tools in your day-to-day work and understands where they help and where they need to be checked.
  • A quick learner who can translate technical and administrative skills into meaningful business value.
  • Willing to work in-office in San Antonio and remotely on Fridays.
  • Reliable and disciplined, whether working in our San Antonio office or remotely on Fridays.
  • Competitive, coachable, and curious about how businesses grow.
  • Hungry, humble, and emotionally intelligent.
  • Familiarity with home services or trades businesses is a plus.
  • HubSpot Sales Hub or Sales Software certification is a plus.

What’s In It For You?

  • Medical, Dental, and Vision Benefits
  • Company-matched 401K up to 5%
  • Hands-on Training and Professional Mentorship: Receive direct training on the fundamentals of lead qualification, discovery techniques, and the B2B sales cycle.
  • Agency Culture: Work in a fast-paced, collaborative environment where your contributions actually impact the bottom line.
  • A defined seat with real ownership.

Skills Required

  • 2-4 years of experience in sales coordination, sales operations, CRM administration, or business development support
  • Hands-on HubSpot Sales Hub experience with pipelines, deal stages, sequences, and reports
  • General understanding of digital and traditional marketing for local businesses
  • Comfort pulling data from SE Rankings, Google Keyword Planner, call tracking platforms, and AI tools
  • Strong working knowledge of Google Workspace, including Gmail, Google Calendar, Sheets, Docs, and Slides
  • Strong attention to detail
  • Ability to manage high volumes of deals, follow-ups, and deadlines accurately
  • Active use of AI tools and understanding of their appropriate application and limitations
  • Ability to work within defined processes and identify process improvements
  • Ability to collect and apply data accurately using research
  • Quick learner able to translate technical and administrative skills into business value
  • Willingness to work in-office in San Antonio and remotely on Fridays
  • Reliable and disciplined work habits
  • Competitive, coachable, curious, humble, hungry, and emotionally intelligent
  • Familiarity with home services or trades businesses
  • HubSpot Sales Hub or Sales Software certification
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The Company
San Antonio, TX
40 Employees
Year Founded: 2011

What We Do

Leadhub is a marketing agency that helps home service companies acquire, convert and maximize leads. At Leadhub, we believe in earning client trust through brand growth which means you can rely on us to deliver measurable results and communicate transparently every time. Whatever your growth goals are, we’re dedicated to helping you reach them — your big wins are our big wins!

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