Sales Operations Coordinator

📍 Charlotte, NC | Full-Time, In-Office

About the Role:

We’re looking for a high-performing Sales Operations Coordinator to join our fast-paced, results-driven team. This position plays a key role in supporting the backend of the sales process — including CRM management, LinkedIn engagement, research, client coordination, and overall team organization.

The ideal candidate thrives in a dynamic environment, has strong attention to detail, and brings a proactive mindset to managing both people and processes.

Key Responsibilities:

Sales & CRM Support:

Manage sales pipelines, track leads, and ensure timely follow-up with clients and prospects
Maintain accurate and organized records in HubSpot, Bullhorn, or similar CRM systems
Build and update target lists, support email sequences, and assist in tracking outreach activity
Create and maintain call lists, research reports, and contact sheets for outreach to potential clients
Support the sales team by coordinating outreach, updating data, and preparing reports

Research & Market Intelligence:

Conduct company, industry, and contact research to identify new business opportunities
Gather insights from LinkedIn, ZoomInfo, Apollo.io, and other tools to support client targeting strategies
Analyze market trends and competitor activity to strengthen sales outreach and positioning
Provide the team with accurate data, summaries, and recommendations based on findings

LinkedIn & Lead Generation:

Engage with prospective clients through LinkedIn messaging and email campaigns
Assist with outbound sales efforts, nurturing relationships through professional and timely communication
Support business development initiatives with detailed prospect and account research

Scheduling & Coordination:

Coordinate and schedule internal and external meetings with clients or candidates
Manage communication and follow-ups to ensure smooth handoffs between sales and recruiting teams
Prepare briefing materials for sales calls or client meetings
Maintain team calendars and reminders for key activities and deadlines

Qualifications

Experience: 1–2+ years in sales support, research, recruiting coordination, or administrative roles within professional services
Systems: Proficiency in Outlook, HubSpot, Bullhorn, and LinkedIn; experience with ZoomInfo or Apollo.io is a plus
Research Skills: Strong analytical and research capabilities with the ability to gather, interpret, and present data clearly
Communication: Excellent written and verbal communication skills with a polished, client-facing presence
Organization: High attention to detail with the ability to manage multiple priorities in a fast-paced environment
Proactive Mindset: Self-starter who takes initiative, anticipates needs, and delivers results with minimal supervision
Location: Must be based in or near Charlotte, NC, and comfortable working in-office full-time

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Sales Operations Coordinator