Business Development Coordinator

Platform Transition; United States; On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Health Insurance

401(k)

PTO

Profit Sharing

Job summary

A leading data migration firm in the United States is seeking a full-time Sales Support Coordinator to assist the Director of Business Development. This role involves various sales and marketing activities, including expert communication with clients and coordination of social media efforts. Candidates should have experience in sales support, be proficient with tools like HubSpot, and excel in a remote work environment. The position offers competitive compensation, benefits, and growth opportunities.

Qualifications

• 3-4 years of experience in sales support or administration.
• 2 years of experience in sales or soft sales.
• B2B, ERP, and data migration experience is a bonus.

Responsibilities

• Support the Director of Business Development with sales activities.
• Coordinate social media posts and website content.
• Log leads and sales in HubSpot and ClickUp.

Skills

Accountable self-starter

Detail-oriented

Effective communication

Sales support experience

Familiarity with HubSpot

Proficient with Microsoft Office Suite

Experience with ClickUp

Availability during U.S. Eastern Time

Tools

HubSpot

ClickUp

Microsoft Office Suite

Job description

We are looking for an enthusiastic full-time Sales Support Coordinator to support our Director of Business Development in daily sales and marketing activities. You will be the organizational backbone of our sales efforts and play a growing role assisting the team to nurture new and existing customer relationships. This is an opportunity for you to gain hands on B2B sales experience and mentorship from our Director.

What you’ll be doing

• Sales Support: Work remotely with our Director of Business Development on a daily basis to ensure customer success. Expertly learn our migration products and processes to prepare and send Service Agreements and SOWs, respond to sales emails, and follow up on quotes. Coordinate and attend prospect and client meetings. Log leads and sales in HubSpot and ClickUp databases. Write customer exit interviews and use cases.
• Marketing: Coordinate social media posts. Work with webmaster to update website content.
• Technology Stack: Expertly utilize the office productivity tools, sales, communication, and project management including HubSpot, ClickUp, Zoom, Slack, Office365, Excel, and Box.com.
• Remote Work Readiness: Use our communication resources to facilitate professional, proactive, and timely response and interaction with our team, clients, and partners. Attend and contribute to regular company and departmental virtual meetings and trainings. Ensure reliable connectivity to our virtual desktop environment from your personal computer (dual monitors recommended) and accurately log hours using our time-tracking software.

What We’re Looking For

• Accountable self-starter who thrives in a flexible, remote environment
• Organized, thorough, and reliable person who has a high attention to detail
• Ability to communicate effectively and personably, verbally and written
• 3-4 years of experience in sales support/administration
• 2 years of experience in sales or soft sales and is seeking additional mentorship
• B2B, ERP, and data migration experience a bonus
• HubSpot or similar CRM software
• Highly proficient with Microsoft Office Suite (including Outlook, Word, Excel, and Power Point)
• ClickUp or other project management software experience
• Reliable availability primarily during U.S. Eastern Time Zone business hours plus some outside regular business hours availability for sales/scoping calls

What We Offer

• A fully remote, collaborative small team environment with frequent virtual interactions
• Competitive compensation and benefits, including Health Insurance, 401(k), PTO, and Profit Sharing
• Significant opportunities for professional growth for a sharp, self-directed individual

About Platform Transition

We are the creators of the Platform Transition Services Industry. Our innovations help growing companies and implementation partners strategically focus by enabling the seamless transition of data and settings between software systems. As a Sage Intacct Marketplace Partner, we offer a white‑glove service to seamlessly transition customers’ data from various legacy systems to Sage Intacct.

Our founder migrated our first client in 2014, and since then, the company has continued to grow steadily. To date, we have migrated over 2,000 entities, making us THE go‑to company for anyone migrating to Sage Intacct and the experts in our space with unparalleled depth and breadth of experience.

Our Core Values

• We speak with one voice.
• We quickly get it done right the first time.
• We are a space where chaos fades away.
• We are responsible for the customer’s experience.
• We create solutions for the customer challenges that matter.

If this opportunity sounds like a good match, we welcome you to apply. You will be updated regarding whether or not we’d like to move forward within a week.

Learn more about us at platformtransition.com.