Sales Operations & CRM Coordinator (Hybrid)

Doherty; Greater London; Hybrid; GBP 32,000 - 46,000; Full time

Benefits offered by this job

Hybrid working – 2 days WFH per week

34 days annual leave

Private medical insurance

Pension

Training and development

Employee Assistance Programme

Job summary

Doherty Associates (DA) is seeking a Sales Coordinator to support the Head of Account Management and the wider commercial team, ensuring account management, sales operations and client engagement activities are delivered in a consistent, professional and well organised manner.

The role combines sales coordination, client support, CRM administration and operational follow through, working closely with Account Managers, Presales, Service Delivery, Projects, Finance and Marketing to drive

Qualifications

• Previous experience in sales support, sales operations, customer service or coordination role.
• CRM experience with a focus on data discipline.
• Excellent Microsoft 365 skills, particularly Excel (pivot tables, lookups), PowerPoint and Word.
• Proven track record of producing high-quality client-facing proposals and sales collateral.
• Strong attention to detail, numerical accuracy, and commercial awareness.
• Strong written and verbal communication, with the ability to produce clear, accurate and professional emails and documents.
• Experience in MSP, IT services, or technology reseller environment.
• Experience supporting Account Managers, Sales Managers or senior commercial leaders.
• Experience preparing quotations, proposals, meeting packs, service reviews or sales reports.

Responsibilities

• Provide proactive coordination and administrative support to the Head of Account Management and wider Account Management function.
• Help manage priorities, actions, follow ups and deadlines across the Head of Account Management client portfolio and internal initiatives.
• Prepare reports, meeting packs, presentations, account plans and client documentation using agreed templates.
• Coordinate and follow up actions arising from client meetings, service reviews, pipeline discussions, presales activities, projects, renewals and internal planning sessions.
• Coordinate production of quotations, proposals and presentations from approved information and templates.
• Help ensure clients receive regular and consistent communication, including meeting outputs, service information and progress updates.
• Route requests to the appropriate teams, including Business Support, Service Delivery, Presales, Projects, Finance and the Service Desk.
• Liaise with internal stakeholders to track progress, obtain updates and ensure agreed actions are completed.
• Escalate urgent, sensitive, commercial or service-related matters to the appropriate owner when required.
• Handle sensitive client and commercial information with appropriate care and discretion.
• Own CRM data hygiene: enforce minimum required fields on accounts and opportunities, consistent tagging for New Logo versus existing-client growth, pipeline accuracy and next steps and expected dates by liaising with the account managers.
• Provide support to prepare reporting packs for Account Management meetings, pipeline reviews and leadership updates.
• Support the Sales Leadership team with weekly and monthly CRM pipeline, forecast, and booking reports
• Identify gaps, delays and recurring administrative issues and suggest practical process improvements.
• Support consistent use of the agreed sales process and Account Management operating standards.
• Partner with the process and operations lead on CRM workflow improvements and automation
• Support client events and other engagement activity when required.
• Work with Marketing to ensure any campaign follow-up activity is completed by the sales team within the agreed timeframes.
• Maintain approved sales collateral and content, working closely with Marketing to ensure shared sales templates, account materials and proposition content remain current and effective.

Skills

Sales coordination

CRM data discipline

Microsoft 365 proficiency

Tools

Dynamics 365

HubSpot

Salesforce

ConnectWise Manage

Job description

Doherty Associates (DA) is seeking a Sales Coordinator to support the Head of Account Management and the wider commercial team, ensuring account management, sales operations and client engagement activities are delivered in a consistent, professional and well organised manner.

The role combines sales coordination, client support, CRM administration and operational follow through, working closely with Account Managers, Presales, Service Delivery, Projects, Finance and Marketing to drive