Job Overview:

Are you a process-driven systems expert with hands-on proficiency in ClickUp, Claude, and Claude Code?

As a Sales Operations Coordinator, you will take full ownership of our client's business development pipeline, client communications, and administrative technical operations. In this role, our client is looking for someone to systematically manage leads from events, speaking engagements, and referrals through every stage of the sales pipeline, while managing calendars across time zones, administering secure tech tools, posting and monitoring social content, and evolving operational SOPs. This is an exciting opportunity for a detail-oriented professional skilled in leveraging AI tools to streamline operations, proofread executive deliverables, and optimize pipeline reporting.

Schedule:

Flexible, Monday - Friday, 9:00 AM - 8:00 PM New Rochelle, NY Time (20 work hours per week)

Responsibilities:

• CRM & Pipeline Management: Capture and intake all leads from the Principal, team members, and partners into ClickUp/CRM within 2 business days with complete source and contact context; manage the end-to-end sales pipeline, lead statuses, and execute systematic follow-up outreach using approved templates.
• Calendar & Time Zone Coordination: Own the Principal's calendar, managing all scheduling, reschedules, reminders, and prep notes across multiple time zones while ensuring zero double-bookings.
• Client-Facing Collateral & Briefs: Prepare, edit, and promptly send client-facing materials—including follow-up decks, briefs, proposals, and documents—within 1 business day, logging all sent items and managing copy revisions.
• Quality Assurance & Proofreading: Act as the final quality-control check on all outgoing work, rigorously proofreading communications, decks, and documents to eliminate formatting, structural, and spelling errors before delivery.
• Technical Account & Tool Administration: Set up, configure, and maintain technical accounts, software applications, and secure platforms to support daily operations.
• Documentation & SOP Evolution: Save and organize all sales documents, correspondence, and contracts in designated folder structures; track operational data and continuously refine and evolve Standard Operating Procedures (SOPs) as processes change.
• Social Media Management: Schedule and post approved social media content across company channels, actively monitoring pages on a daily basis.
• AI Tool Integration: Leverage advanced AI tools (including Claude and Claude Code) to automate administrative tasks, streamline document management, and optimize daily business development workflows.
• Event Communications & RSVP Tracking: Track and confirm event RSVPs, sending registration confirmations within 1 business day and reminder emails (3 days and 1 day prior) while keeping ClickUp attendee lists current.
• Contract & Financial Administration: File executed contracts, record key commercial terms, and maintain/update contract payment schedules (invoice dates, amounts, terms, due dates) within 3 days of signing for the accounting team.
• Reporting & Executive Support: Produce weekly pipeline summaries and monthly reporting packs detailing pipeline stages, conversions, contracts won, and payment statuses; participate in sales calls and client meetings to provide senior-level operational support.

Requirements:

• Excellent written and verbal English communication fluency, with demonstrated capability tailoring copy for senior executive audiences (agency leadership, university executives).
• Proven experience managing CRMs, sales pipelines, and systematic follow-up campaigns.
• Hands-on experience with complex calendar management, scheduling, and meeting coordination across multiple time zones.
• Proficiency with ClickUp (or demonstrated ability to master it rapidly) for pipeline tracking, task management, and reporting.
• Proficiency with AI tools, specifically Claude and Claude Code, for workflow leverage and content assistance.
• Exceptional detail orientation with proven proofreading and editing skills (catching formatting, structural, and spelling errors).
• Demonstrated technical capability to set up, maintain, and manage software accounts, tools, and secure platforms.
• Experience maintaining organized digital documentation and drafting/evolving SOPs.
• Ability to schedule, post, and monitor social media content daily across major platforms.
• Strong analytical skill set to evaluate pipeline stages, conversions, metrics, and financial terms.

Independent Contractor Perks:

• Permanent work from home
• Immediate hiring

Note:

Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

One application, multiple possibilities: When you apply, our team reviews your background against all current openings, not just this one! If a different role fits your skills, we'll get in touch! We also encourage you to keep exploring our job board and apply directly to any position that excites you.