Sales Proposals & Client Success Coordinator (Onsite)

TECHEAD; Pennsylvania; On-site; USD 45,000 - 60,000; Full time

Job summary

TECHEAD seeks a talented Sales Coordinator to support the Sales & Client Services team, handling customer requests, preparing preliminary contracts, and assisting with proposals and presentations. The role serves as a liaison among Sales, Legal, Operations, and Finance to ensure accurate data flows.

Based near Philadelphia, PA and full-time, direct-hire, the position emphasizes relationship-building, data accuracy in CRM, and coordinating cross-functional tasks to drive customer satisfaction.

Qualifications

• Associates’ degree in related field.
• 2 years of experience in Sales team environment.
• Proficient in Microsoft Office Suite and One Drive, Google Docs.
• Effective communication (verbal and written) skills.
• Ability to foster and maintain customer relationships.
• Strong analytical and problem-solving skills.
• Highly organized and self-motivated with the ability to work independently.
• Willing team player and project leader.
• Demonstrates flexibility and adapts to changes.
• Professional demeanor and active listening.

Responsibilities

• Supports Sales & Client Services in all stages of the sales cycle and maintains complete knowledge of sales engagements, clients and ensure accurate data flows to applicable departments and/or customers.
• Creates a professional relationship with the primary points of contact for each customer assigned to this position.
• Builds familiarity with the operational aspects of customers’ enterprises.
• Becomes familiar with and adept at usage of Sales Team CRM system including but not limited to: entering and maintaining CRM data entry, billing notifications, sales leads tracking, assignments and status reporting
• Creates Work Requests based on direction from Sales team members and/or customers.
• Provides tracking/accountability for work requests from inception through closure including but not limited to: gathering information; preparing customer quotes; preparing implementation paperwork; creating entry for project in CRM; marking entries complete and conducting routine compliance checks.
• Assists the Sales team with proposals from including writing, designing and creating visuals along with creating and edit presentation decks.
• Assists the Sales team with customer communication campaigns.
• Attends various internal department meetings to gather information on existing customers’ work in progress.
• Provides drafts of final contracts and/or amendments for existing and/or new customers for review by Sales and/or Legal team members.
• Maintains and stores digital documents for use and for sharing with team members and leads; management of customer digital files.
• Provides billing instructions to Finance/Accounting for invoicing for each new agreement/amendment and assists with customer invoicing as needed.
• Partners effectively with Sales team members and maintains positive working relationships with all departments.
• Assists with any on-site demonstrations/meetings for visiting customers as needed.
• Works closely with all team members to ensure high customer satisfaction.
• Helps to triage new account inquiries from phone and email inquiries.

Skills

Effective communication

Customer relationships

Analytical skills

Organizational skills

Multi-tasking

Attention to detail

Team player

Education

Associates’ degree in related field

Tools

Microsoft Office

OneDrive

Google Docs

Job description

TECHEAD seeks a talented Sales Coordinator to support the Sales & Client Services team, handling customer requests, preparing preliminary contracts, and assisting with proposals and presentations. The role serves as a liaison among Sales, Legal, Operations, and Finance to ensure accurate data flows.

Based near Philadelphia, PA and full-time, direct-hire, the position emphasizes relationship-building, data accuracy in CRM, and coordinating cross-functional tasks to drive customer satisfaction.