The Sales & Marketing Coordinator plays a key role in supporting both sales initiatives and marketing campaigns, helping to build pipeline, enhance brand visibility, and strengthen client engagement. Working cross-functionally with Sales, Marketing, and Client Services teams, this role requires strong communication, organization, multi-tasking, and data-savvy collaboration in a fast-paced, goal-driven environment.
Essential Duties and Responsibilities
- Identify and qualify new business opportunities through internal databases and third-party platforms (e.g., BidSync, federal procurement listings).
- Maintain and update records in client and vendor portals.
- Conduct scripted outbound calls to assess interest and direct qualified leads to the Sales team.
- Monitor regulatory agency databases (e.g., RWQCBs, DHS, UCMR) for updated permit holder lists.
- Track outreach activity and prioritize follow-ups by region, sector, or opportunity type.
- Assist with client onboarding materials and documentation.
2.CRM & Data Management
- Maintain accurate customer data and sales activities in the CRM (NetSuite).
- Log communications, flag follow-ups, and ensure pipeline visibility for sales leadership.
- Prepare and distribute regular performance dashboards and lead conversion reports.
- Perform regular audits of CRM data to ensure consistency and compliance with privacy standards.
3.Marketing Coordination
- Support planning and logistics for campaigns, mailers, trade shows, and events.
- Assist in developing or formatting marketing materials (e.g., email templates, handouts, proposals, and digital content).
- Monitor digital campaign performance and compile performance summaries.
- Collaborate with designers, vendors, and internal stakeholders to support brand consistency and outreach (e.g. website, social media, digital assets, etc).
4. Team & Organizational Alignment
- Partner closely with the Client Relationship Manager, Business Development Associate, Client Success Manager, and Executive Director of Client Experience to align sales and marketing efforts.
- Support internal meetings with agendas, notes, and follow-up tracking.
- Contribute to strategy sessions and brainstorming on client engagement and market positioning.
- Provide general administrative support as needed to ensure smooth team operations.
- Uphold and model the company’s mission, values, and service standards in client interactions.
- Actively participate in team meetings, coaching sessions, and professional development activities.
- Track personal and team KPIs and participate in quarterly scorecard reviews.
The requirements are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.
Requirements
- Bachelor's degree in business, Marketing, or related field preferred.
- 2+ years of experience in sales support, marketing coordination, or administrative roles.
- Experience working in or with technical/scientific environments (e.g., labs, environmental services) is a plus.
- Proficiency with CRM software (NetSuite strongly preferred), Microsoft Office Suite, and email marketing tools.
- Strong organizational skills, attention to detail, and ability to manage multiple priorities.
Physical Demands
The physical demands are representative of those that must be met to perform the essential functions of this role. Reasonable accommodation may be made.
- Frequent sitting, typing, and viewing computer screens.
- Occasional walking, standing, bending, and lifting (up to 25 lbs.).
- Occasional travel for tradeshows or customer site visits (local or regional).
- Ttypical office environment with standard equipment use.
- Occasional work in laboratory or warehouse settings when supporting client tours or on-site logistics.