Sales Coordinator: Lead Qualification & Onboarding

Balance Claims; Indianapolis (IN); On-site; USD 42,000 - 64,000; Full time

Job summary

Balance Platform, LLC is seeking a Sales Coordinator to support our sales and client onboarding functions. This role handles inbound lead qualification and appointment setting for the sales team or Account Executives to close, and assists with client setup once a deal closes.

It's an admin-and-support seat on the sales side, designed for someone who wants to learn the business from the inside and grow into a direct sales position over time, with exposure to CRM processes and revenue enablement

Qualifications

• Lead qualification of inbound inquiries and screen for fit.
• Strong verbal and written communication and organizational skills.
• Familiarity with HubSpot and Microsoft Office Suite a plus.

Responsibilities

• Qualify inbound leads and determine readiness before handing off to sales.
• Schedule and coordinate qualified calls and meetings for the sales team.
• Serve as main contact for inbound calls and route or resolve as needed.
• Assist with client onboarding and initial account setup after closing.
• Support revenue enablement and track KPIs related to calls and meetings.

Skills

Verbal communication

Written communication

Detail oriented

Organized

HubSpot

Microsoft Office

Tools

HubSpot

Microsoft Office Suite

Job description

Balance Platform, LLC is seeking a Sales Coordinator to support our sales and client onboarding functions. This role handles inbound lead qualification and appointment setting for the sales team or Account Executives to close, and assists with client setup once a deal closes.

It's an admin-and-support seat on the sales side, designed for someone who wants to learn the business from the inside and grow into a direct sales position over time, with exposure to CRM processes and revenue enablement