Job Overview:
Our client is seeking a detail-oriented Sales Operations Coordinator to manage their business development pipeline.
In this role, you will ensure every lead generated through events, speaking engagements, and referrals is systematically captured, followed up, scheduled, and documented.
You will also oversee copy edits, manage event communication, and seamlessly hand off won contracts to the accounting team.
Schedule: Flexible in Eastern Business hours; Part-time, 10 to 15 hours per week (Eastern Time, NY)
Responsibilities:
Capture and intake all leads from the Principal, team members, and partners into ClickUp within 2 business days with complete source, contact details, and context.
Execute timely follow-up on all leads using approved templates, initiating outreach within 5 business days and systematically pursuing non-responses.
Coordinate, confirm, and manage meetings on the Principal's calendar, including reschedules, reminders, and prep notes while ensuring zero double-bookings.
Promptly send approved materials, follow-up decks, and proposals to prospects within 1 business day, logging sent items and managing copy edits.
Leverage AI tools such as Claude and Claude Code to streamline document management and daily business development workflows.
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.
Save and organize all sales documents, correspondence, proposals, and contracts in correct folders following established filing structures.
File executed contracts and record key terms (client, value, monthly rate, start/end dates, deliverable milestones).
Maintain and update contract payment schedules (invoice dates, amounts, terms, due dates) within 3 days of signing for the accounting team.
Keep the ClickUp pipeline tracker updated in real time with lead statuses, last touchpoints, next steps, and owners.
Produce weekly pipeline summaries and monthly reports detailing pipeline stages, conversions, contracts won, and payment statuses.
Participate in sales calls and client meetings as appropriate for senior-level support and professional background.
Requirements:
Excellent English communication fluency across all written communication (emails, scheduling, reports).
Exceptional written communication tailored for senior executive audiences (agency leadership, university executives).
Proficiency with ClickUp (or demonstrated ability to learn quickly) for pipeline tracking and reporting.
Proficiency with Claude and Claude Code.
Exceptional attention to detail and strong document management skills.
Analytical skill set to evaluate pipeline stages, conversions, and metrics.
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.

Company in the Philippines.