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Remote Sales & Client Onboarding Coordinator Job Opportunity in South Africa at InBeat

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Location: Remote
Type: Full-Time

Role Overview

The Sales & Client Onboarding Coordinator plays a critical role in ensuring a seamless transition from lead generation to signed contracts and smooth handoffs to operations. This position is responsible for managing inbound leads, preparing proposals, tracking contracts, and coordinating post-sales processes. The ideal candidate is highly organized, detail-oriented, and skilled at optimizing sales workflows for efficiency.

Key Responsibilities

1. Contract Management

  • Prepare, send, and track contracts for signatures, ensuring timely execution.
  • Maintain a structured system for contract storage and retrieval.
  • Follow up on outstanding contracts to minimize delays in the sales process.

2. Proposal Creation

  • Review sales call recordings and create tailored proposals that align with client needs.
  • Maintain a database of proposal templates for efficiency.
  • Ensure proposals are sent within the expected timeframe and track follow-ups.

3. Inbound Lead Management

  • Respond to all inbound leads promptly and qualify prospects based on predefined criteria.
  • Schedule and coordinate sales calls with the appropriate team members.
  • Maintain lead tracking and status updates within the CRM to ensure visibility.

4. Sales Handoff Coordination

  • Manage the transition from sales to operations by ensuring all necessary client details are properly documented and communicated.
  • Work closely with the operations team to ensure a smooth client onboarding experience.
  • Identify and address gaps in the handoff process to improve efficiency.

Qualifications

  • 1+ years of experience in sales support, customer success, or administrative roles.
  • Strong organizational and multitasking skills.
  • Experience with CRM and proposal software (e.g., HubSpot, PandaDoc, or similar).
  • Excellent communication and follow-up skills.
  • Detail-oriented with the ability to manage multiple deals at once.
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