Sales Support & CRM Coordinator - Remote Dayshift
- Role
- Support
- Employment
- Full-time
Open to PH only. Set where you work from to check your eligibility.
No BS summary
Organized and commercially minded Sales Support & CRM Coordinator needed to manage Monday CRM, support sales follow-ups, and coordinate administrative tasks. Must have previous sales support/CRM experience, strong organizational skills, excellent communication, and proficiency with CRM systems. Experience with Monday CRM and B2B sales teams is highly desirable.
Core skills
Required skills
Optional skills
Required languages
What you'll do
- Maintain accurate and up-to-date records within Monday CRM.
- Ensure sales opportunities are progressing through the pipeline and key stages are updated correctly.
- Hold sales team members accountable for maintaining CRM hygiene and activity updates.
- Monitor pipeline activity and proactively follow up with sales team members regarding missing information, overdue actions, or stalled opportunities.
- Generate and maintain sales reports, dashboards, and pipeline summaries.
- Draft professional sales emails, follow-up messages, and client communications on behalf of the sales team.
- Support re-engagement campaigns for prospective clients and dormant opportunities.
- Prepare email templates, case studies, and supporting materials for client outreach.
- Coordinate follow-up activities to ensure no opportunities are missed.
- Support the sales team with day-to-day administrative tasks.
- Assist with meeting preparation, note-taking, and action tracking.
- Coordinate documentation, proposals, and sales-related materials.
- Help manage workflows, reminders, and task completion across the sales team.
- Identify opportunities to improve sales processes and operational efficiency.
- Support the implementation and ongoing optimisation of Monday CRM processes.
- Help maintain sales resources, templates, and collateral.
- Assist with reporting and KPI tracking.
- Provide recommendations to improve sales productivity and pipeline visibility.
What they require
- Previous experience in sales support, sales administration, CRM administration, customer success, or a similar role.
- Strong organisational skills and exceptional attention to detail.
- Excellent written communication and email drafting skills.
- Ability to manage multiple priorities and work independently.
- Confidence working with sales professionals and holding team members accountable for process compliance.
Biz Consulting is a Queensland-based Australian mortgage broking and commercial lending business focused on delivering tailored lending solutions for residential and commercial clients. The company is currently expanding its residential lending operations and is seeking a highly organized Loan Processor & Assistant to support the Principal Broker by managing loan files, lender submissions, and administrative processes. As the business grows, the role is expected to expand into SMSF lending support, offering long-term career growth opportunities.
What people say about this company
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