Sales Operations Coordinator

MicroSourcing; Manila; On-site; PHP 360,000 - 540,000; Full time

Benefits offered by this job

Healthcare coverage on day one

Dependent coverage

Paid time-off with cash conversion

Group life insurance

Performance bonuses

Flexible work arrangements

Career growth opportunities

Job summary

MicroSourcing in the Philippines is seeking a highly organized Sales Operations Coordinator to support the sales, operations, marketing, and customer experience teams. This remote role emphasizes administrative and coordination duties to ensure seamless deal handoffs and successful project setup.

The ideal candidate will manage cross-department workflows, support proposals, onboarding, and CRM data integrity while thriving in a fast-paced environment.

Qualifications

• Minimum 2 years of experience in an administrative, operations coordinator, or sales support role.
• Experience using HubSpot CRM or a comparable CRM platform.
• Proficiency with Google Workspace (Drive, Docs, Sheets, Gmail, Calendar).
• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple priorities across departments with minimal supervision.
• Excellent written and verbal communication skills.

Responsibilities

• Serve as operational liaison between Sales and service divisions to ensure seamless handoffs.
• Coordinate new service agreements and handoffs to the Service team; support data collection.
• Manage handoffs to the Controls and Installation teams; maintain deal records and pricing docs.
• Coordinate conference and trade show logistics; source booth equipment and materials.
• Create and organize HubSpot CRM deal records and Google Drive folders.
• Assist in drafting proposals and compiling supporting documents.
• Support post-sale onboarding and customer communications, including kickoff emails.

Skills

Organizational skills

Multitasking

Written and verbal communication

Attention to detail

Tools

HubSpot CRM

Google Workspace

Job description

Job Description

Discover your 100% YOU with MicroSourcing!

Position

Sales Operations Coordinator

Work setup

Work from home

Why join MicroSourcing?

You’ll Have

• Competitive Rewards: Enjoy above-market compensation, healthcare coverage on day one, plus one or more dependents, paid time‑off with cash conversion, group life insurance, and performance bonuses
• A Collaborative Spirit: Contribute to a positive and engaging work environment by participating in company-sponsored events and activities.
• Work‑Life Harmony: Enjoy the balance between work and life that suits you with flexible work arrangements.
• Career Growth: Take advantage of opportunities for continuous learning and career advancement.
• Inclusive Teamwork: Be part of a team that celebrates diversity and fosters an inclusive culture.

Position Overview

The Sales Operations Coordinator plays a central role in enabling Dual Fuel's revenue engine. This position sits at the intersection of sales, operations, marketing, and customer experience, managing the administrative, logistical, and coordination workflows that allow the sales team to focus on closing business and delivering exceptional service.

The ideal candidate is highly organized, detail‑oriented, and comfortable operating in a fast‑paced, multi‑division environment supporting service agreements, controls, and installation projects.

Key Responsibilities

Cross-Departmental Coordination

• Serve as the operational liaison between the Sales team and core service divisions, ensuring seamless customer handoffs and consistent communication across departments.

Service Department

• Coordinate new service agreement customer handoffs to the Service team.
• Support survey and building data collection for prospective service agreement customers.

Controls Team

• Manage new customer handoffs to the Controls team.
• Coordinate job setup, pricing documentation, and rebate tracking.
• Maintain accurate records for all deal transitions.

Installation Team

• Facilitate new installation project handoffs to the Installation team.
• Ensure all deal folders, contract documents, drawings, and related documentation are complete and accessible prior to handoff.

Event & Administrative Support

• Coordinate conference and trade show booth logistics from planning through completion.
• Source and procure booth equipment and promotional materials.
• Coordinate with vendors for setup, shipping, and on‑site logistics.
• Support on‑site booth setup and breakdown as needed.

Lead Intake & Prospect Qualification

• Create new deal records in HubSpot CRM across multiple business lines.
• Ensure deal data is complete, accurate, and up to date.
• Create and organize Google Drive deal folders using consistent naming conventions.
• Maintain contracts, drawings, proposals, and supporting documentation.
• Research building information using public databases and zoning resources.
• Retrieve and review boiler records through applicable regulatory portals.

Proposal Development Support

• Determine customer rebate eligibility in coordination with the Controls team and applicable utility programs.
• Assist in drafting and formatting proposals for controls and service agreements.
• Compile supporting documentation and proposal attachments.

Post-Sale Setup & Customer Onboarding

• Collect and process customer onboarding forms.
• Pre‑populate customer and building information to streamline onboarding.
• Draft and send agreement kickoff emails, including:
• Welcome message and introduction to the team.
• Next steps and onboarding timeline.
• Countersigned agreement and supporting documents.

Marketing Support

• Generate and maintain target lists for email marketing campaigns using HubSpot and other lead sources.
• Segment marketing lists by building type, location, service line, or campaign objective.
• Maintain marketing contact lists, ensuring data accuracy, removing duplicates, and managing opt‑outs.
• Support networking events and email campaigns in collaboration with Sales and Marketing.
• Maintain campaign documentation and reusable target lists for future outreach.

Qualifications

Required

• Minimum 2 years of experience in an administrative, operations coordinator, or sales support role, preferably within construction, MEP, real estate, or a related industry.
• Experience using HubSpot CRM or a comparable CRM platform.
• Proficiency with Google Workspace (Drive, Docs, Sheets, Gmail, and Calendar).
• Strong organizational skills with exceptional attention to detail.
• Ability to manage multiple priorities across departments with minimal supervision.
• Excellent written and verbal communication skills.

About MicroSourcing

With over 9,000 professionals across 13 delivery centers, MicroSourcing is the pioneer and largest offshore provider of managed services in the Philippines.

Our commitment to 100% YOU

MicroSourcing firmly believes that our company's strength lies in our people's diversity and talent. We are proud to foster an inclusive culture that embraces individuals of all races, genders, ethnicities, abilities, and backgrounds. We provide space for everyone, embracing different perspectives, and making room for opportunities for each individual to thrive.

At MicroSourcing, equality is not merely a slogan – it’s our commitment. Our way of life. Here, we don't just accept your unique authentic self - we celebrate it, valuing every individual's contribution to our collective success and growth. Join us in celebrating YOU and your 100%!

For more information, visit https://www.microsourcing.com/

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