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 effic...