Sales Coordinator

Responsibilities

Account intelligence and research

• Develop a living understanding of assigned accounts and use AI as a primary workflow tool.
• Create and leverage MCP integrations and AI workflows to automate research, monitor buying signals, and surface insights.
• Monitor earnings calls, press releases, LinkedIn activity, and trade press for leadership changes, new hires, restructures, and other organizational signals.
• Identify commercially relevant signals and turn them into actionable sales-pod triggers.
• Use AI for research, signal detection, summarization, and stakeholder mapping.
• Use Yext’s Scout tool to analyze how target accounts appear in AI and traditional search (AEO/GEO).
• Build and maintain account intelligence dashboards, relationship maps, and strategic account plans with Account Executives and Customer Success.

Account mapping and multi-threading

• Own stakeholder maps for assigned accounts, identifying champions, influencers, and decision-makers across marketing, digital, AI, customer experience, and IT.
• Build and maintain relationships with operational stakeholders below the C-suite level.
• Identify account-coverage gaps and flag overreliance on a single contact.
• Keep stakeholder maps and account plans current as organizations change.

Sales coordination and deal support

• Coordinate demos, discovery calls, and executive meetings across time zones.
• Prepare and customize sales decks, proposals, and pricing sheets.
• Provide basic solutions-engineering support, including demo preparation and environment setup.
• Prepare intelligence on meeting participants for executive engagement.
• Act as the first point of contact for inbound sales inquiries, qualifying leads and routing them appropriately.
• Liaise with Marketing on content and upcoming activity.

Sales operations and CRM

• Maintain clean, accurate data in Salesforce.
• Track lead conversion, deal velocity, and pipeline progression.

Outbound and relationship initiation

• Initiate deliberate, highly personalized outreach to specific individuals based on relevant triggers.
• Follow up on warm marketing signals with specific, insight-led messages.
• Arrange introductory conversations between operational contacts and the sales pod.
• Facilitate customer introductions where existing relationships can open doors.
• Identify and secure attendance at targeted events or hosted experiences.

Requirements

• 1–3 years of experience in sales development, sales operations, or sales coordination, ideally in B2B SaaS.
• High proficiency with AI tools for research, summarization, and workflow automation.
• Experience with Salesforce or a similar CRM and strong data-hygiene instincts.
• Excellent written communication and commercial judgment.
• Strong organizational skills and comfort coordinating across Account Executives, Marketing, and Customer Success.
• Curiosity about enterprise organizations, buying groups, agency relationships, and decision-making dynamics.