Sales Operations Coordinator (Clickup & Claude)

The Big Job Site; Xico; Remoto; MXN 290.000 - 424.000; Tempo pieno

Vantaggi offerti da questo lavoro

Permanent work from home

Descrizione del lavoro

The Big Job Site is seeking a Sales Operations Coordinator (ClickUp & Claude) to drive the client development pipeline, coordinate calendars across time zones, and oversee administrative tech operations from a remote setting. You will manage leads, communications, and SOP evolution while leveraging AI tools to streamline tasks.

This role focuses on pipeline reporting, client deliverables, and efficient operations, with a flexible schedule and immediate hiring in a remote capacity.

Competenze

• Excellent written and verbal English communication fluency.
• Proven experience managing CRMs, sales pipelines, and follow-up campaigns.
• Hands-on calendar management across multiple time zones.
• Proficiency with ClickUp for pipeline tracking, task management, and reporting.
• Proficiency with Claude and Claude Code for workflow leverage and content assistance.
• Exceptional proofreading and editing skills.

Mansioni

• Capture and intake all leads into ClickUp/CRM within 2 business days with source and contact context.
• Own the Principal's calendar and manage scheduling across time zones with zero double-bookings.
• Prepare, edit, and send client-facing materials within 1 business day and log items.
• Proofread outgoing communications to eliminate errors before delivery.
• Set up, configure, and maintain technical accounts and secure platforms.
• Save and organize sales documents and refine SOPs as processes change.
• Schedule and post approved social media content daily across company channels.
• Leverage Claude AI to automate administrative tasks and optimize workflows.
• Track event RSVPs and send confirmations/reminders within specified windows.
• File executed contracts and maintain contract payment schedules for accounting.
• Produce weekly pipeline summaries and monthly reporting packs.

Conoscenze

CRM management

Pipeline management

Calendar management

Claude tools

Proofreading

Social media

Analytics

Tech onboarding

ClickUp proficiency

Strumenti

ClickUp

Claude

Claude Code

Descrizione del lavoro

Job Overview

Are you a process-driven systems expert with hands-on proficiency in ClickUp, Claude, and Claude Code? As a Sales Operations Coordinator, you will take full ownership of our client's business development pipeline, client communications, and administrative technical operations. In this role, our client is looking for someone to systematically manage leads from events, speaking engagements, and referrals through every stage of the sales pipeline, while managing calendars across time zones, administering secure tech tools, posting and monitoring social content, and evolving operational SOPs. This is an exciting opportunity for a detail-oriented professional skilled in leveraging AI tools to streamline operations, proofread executive deliverables, and optimize pipeline reporting. Schedule: Flexible, Monday - Friday, 9:00 AM - 8:00 PM New Rochelle, NY Time (20 work hours per week)

Responsibilities

• CRM & Pipeline Management: Capture and intake all leads from the Principal, team members, and partners into ClickUp/CRM within 2 business days with complete source and contact context; manage the end-to-end sales pipeline, lead statuses, and execute systematic follow-up outreach using approved templates.
• Calendar & Time Zone Coordination: Own the Principal's calendar, managing all scheduling, reschedules, reminders, and prep notes across multiple time zones while ensuring zero double-bookings.
• Client-Facing Collateral & Briefs: Prepare, edit, and promptly send client-facing materials including follow-up decks, briefs, proposals, and documents within 1 business day, logging all sent items and managing copy revisions.
• Quality Assurance & Proofreading: Act as the final quality-control check on all outgoing work, rigorously proofreading communications, decks, and documents to eliminate formatting, structural, and spelling errors before delivery.
• Technical Account & Tool Administration: Set up, configure, and maintain technical accounts, software applications, and secure platforms to support daily operations.
• Documentation & SOP Evolution: Save and organize all sales documents, correspondence, and contracts in designated folder structures; track operational data and continuously refine and evolve Standard Operating Procedures (SOPs) as processes change.
• Social Media Management: Schedule and post approved social media content across company channels, actively monitoring pages on a daily basis.
• AI Tool Integration: Leverage advanced AI tools (including Claude and Claude Code) to automate administrative tasks, streamline document management, and optimize daily business development workflows.
• Event Communications & RSVP Tracking: Track and confirm event RSVPs, sending registration confirmations within 1 business day and reminder emails (3 days and 1 day prior) while keeping ClickUp attendee lists current.
• Contract & Financial Administration: File executed contracts, record key commercial terms, and maintain/update contract payment schedules (invoice dates, amounts, terms, due dates) within 3 days of signing for the accounting team.
• Reporting & Executive Support: Produce weekly pipeline summaries and monthly reporting packs detailing pipeline stages, conversions, contracts won, and payment statuses; participate in sales calls and client meetings to provide senior-level operational support.

Requirements

• Excellent written and verbal English communication fluency, with demonstrated capability tailoring copy for senior executive audiences (agency leadership, university executives).
• Proven experience managing CRMs, sales pipelines, and systematic follow-up campaigns.
• Hands-on experience with complex calendar management, scheduling, and meeting coordination across multiple time zones.
• Proficiency with ClickUp (or demonstrated ability to master it rapidly) for pipeline tracking, task management, and reporting.
• Proficiency with AI tools, specifically Claude and Claude Code, for workflow leverage and content assistance.
• Exceptional detail orientation with proven proofreading and editing skills (catching formatting, structural, and spelling errors).
• Demonstrated technical capability to set up, maintain, and manage software accounts, tools, and secure platforms.
• Experience maintaining organized digital documentation and drafting/evolving SOPs.
• Ability to schedule, post, and monitor social media content daily across major platforms.
• Strong analytical skill set to evaluate pipeline stages, conversions, metrics, and financial terms.

Immediate hiring

Independent Contractor Perks

• Permanent work from home

Sales Operations Coordinator (ClickUp & Claude) Miguel Hidalgo, Mexico City, Mexico