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Her Choice International Inc. in San Juan, Philippines, is seeking a Sales & Commercial Coordinator with 1–3 years of experience and a Bachelor's degree for an on-site role.
The position supports the commercial process through lead generation, CRM management, and initial client onboarding coordination, contributing to a clean and organized sales pipeline. The role involves coordinating appointments, preparing proposals and quotations, maintaining accurate records, and ensuring all client
On-site - San Juan 1-3 Yrs Exp Bachelor Full-time
Job Description
Job Summary
The Sales & Commercial Coordinator is responsible for supporting the commercial process through lead generation, sales administration, CRM management, and initial client onboarding coordination. The role helps maintain an organized and efficient sales pipeline by researching and developing prospects, managing sales documentation and schedules, supporting proposal and quotation preparation, and ensuring accurate and timely records. The role also coordinates initial onboarding activities for newly acquired clients, ensuring that client information, commercial commitments, requirements, and operational details are complete and properly documented before handoff to the Operations team.
1. Lead Generation and Prospect Research
1.1 Research and identify potential business prospects through e-commerce platforms, webstores, social media channels, trade events, business networks, and other approved sources.
1.2 Build, maintain, and regularly update the prospect and account database with accurate and relevant information.
1.3 Execute approved outbound communication sequences through email, Viber, Messenger, phone calls, and other appropriate channels.
1.4 Conduct initial or light qualification of prospects and identify potential opportunities for endorsement to the Business Development Executive.
2. Sales Coordination and Appointment Management
2.1 Coordinate discovery appointments between qualified prospects and Business Development Executives.
2.2 Schedule client meetings, warehouse visits, presentations, and other sales-related activities with the appropriate internal teams.
2.3 Maintain an organized schedule of sales activities, appointments, follow-ups, and pending requirements.
2.4 Provide timely reminders and updates to relevant team members regarding scheduled activities and prospect requirements.
3. Sales Administration and Documentation
3.1 Administer and maintain accurate CRM records, lead assignments, opportunity statuses, and sales activity documentation.
3.2 Prepare approved proposals, quotations, presentations, and other sales documents based on established guidelines and information provided by the BDE or relevant teams.
3.3 Coordinate contract documentation and monitor the completeness of required sales and commercial documents.
3.4 Prepare sales reports, follow-up trackers, and Closed Lost documentation to support accurate pipeline monitoring and management reporting.
4. Commercial Process Support
4.1 Support the BDE and relevant teams in ensuring that sales opportunities progress efficiently through the required commercial stages.
4.2 Monitor pending requirements, follow-ups, proposals, contracts, and other outstanding commercial activities.
4.3 Ensure that relevant client information, pricing details, agreed terms, and special requirements are properly recorded and documented.
4.4 Maintain accurate and timely commercial records to support reporting, forecasting, and decision-making.
5. Initial Client Onboarding Coordination
5.1 Prepare and maintain Closed Won documentation and ensure completion of the required client-information checklist.
5.2 Coordinate client setup requirements, including ERP account creation, SKU data submission, and integration scheduling with the appropriate teams.
5.3 Coordinate the initial inbound schedule and go-live checklist with Operations and other relevant departments.
5.4 Monitor onboarding requirements and follow up on pending information or documents to support timely client activation.
6. Sales-to-Operations Handoff and Process Compliance
6.1 Ensure that commercial promises, special requirements, agreed terms, and client-specific instructions are completely documented before handoff.
6.2 Coordinate with the BDE and Operations team to clarify information and resolve documentation gaps prior to implementation.
6.3 Ensure that required sales and onboarding documents are complete, accurate, and properly endorsed to the receiving team.
6.4 Maintain organized records of onboarding activities and support continuous improvement of sales and commercial coordination processes.
Sales Support Warehouse Business Development Client Coordination Commercial Operations