Sales Coordinator: Onboarding & Lead Qualification

balanceclaims; Indianapolis (IN); On-site; USD 40,000 - 64,000; Full time

Job summary

Balance Platforms, 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, manages main line inbound calls, and assists with client setup after a deal closes.

It is an admin-and-support seat on the sales side, aimed at growth into a direct sales role. The position offers exposure to the business from the inside and room to evolve into outbound sales, account management,

Qualifications

• Strong verbal and written communication skills; comfortable on the phone.
• Detail-oriented and organized; able to manage multiple inbound touchpoints at once.
• Familiarity with HubSpot and Microsoft Office Suite a plus.
• No prior sales experience required, but an interest in growing into outbound sales, account management, estimating, or supplementing is a plus.

Responsibilities

• Lead Qualification: Field inbound leads, ask screening questions, determine fit.
• Appointment Setting: Schedule calls and meetings for the sales team or Account Executives.
• Inbound Call Management: Serve as a primary contact for main line inbound calls.
• Client Onboarding & Implementation: Assist with onboarding tasks and initial account setup.
• Revenue Enablement Support: Support the revenue enablement team as necessary.
• Metrics & KPIs: Maintain target metrics around call volume, meetings set, and lead quality passed to sales.

Skills

Verbal communication

Written communication

Detail oriented

Organized

Lead qualification

Tools

HubSpot

Microsoft Office

Job description

Balance Platforms, 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, manages main line inbound calls, and assists with client setup after a deal closes.

It is an admin-and-support seat on the sales side, aimed at growth into a direct sales role. The position offers exposure to the business from the inside and room to evolve into outbound sales, account management,