Role: Client Success & Sales Operations Coordinator
Priority Location: LATAM, South Africa
Working Hours: Full-time, US Eastern Standard Time
Type of contract: Independent Contractor
Type of job: Remote

About the Role: We are seeking a highly organized Client Success & Sales Operations Coordinator to support the operational execution of Client Success and account growth activities across the organization. This role is focused on CRM management, workflow coordination, reporting support, outreach operations, and sales support processes to ensure systems, follow-ups, and client records remain accurate, organized, and consistently maintained. The ideal candidate is detail-oriented, process-driven, proactive, and comfortable managing recurring workflows while supporting both client-facing and commercial operations in a fast-moving environment.

Key Responsibilities:

CRM & Data Management

Maintain CRM accuracy, organization, and data hygiene across accounts and opportunities
Update contact records, notes, activities, and workflow tracking
Ensure consistency across CRM processes and operational systems

Sales Operations & Workflow Support

Support lead and opportunity management workflows
Maintain follow-up activities, reminders, and automated sequences
Assist with workflow automation and process improvement initiatives
Support re-engagement and outreach tracking processes

Client Success Reporting

Prepare and organize recurring reports and reporting materials
Track survey participation, engagement inputs, and completion status
Ensure reporting deliverables are accurate and delivered on time
Maintain reporting workflows and follow-up coordination

Research & Outreach Coordination

Conduct account and contact research to support outbound initiatives
Assist with LinkedIn Sales Navigator workflows and list management
Support outreach coordination, sequencing, and follow-up tracking
Maintain organized outbound and account growth workflows

Proposal & Administrative Coordination

Maintain proposal templates, supporting materials, and documentation
Organize proposal records, versions, and operational files
Support proposal coordination and submission timelines

Systems & Operational Coordination

Maintain organized workflows across Monday.com, CRM systems, and operational tools
Ensure recurring tasks, reminders, and workflow activities are completed consistently
Identify workflow gaps and operational inefficiencies for improvement

Qualifications & Skills

Hard Skills

2–5 years of experience in operations, CRM administration, sales support, client success support, or coordination roles
Experience maintaining CRM systems and workflow tracking processes
Strong organizational, administrative, and multitasking skills
Strong written and verbal English communication skills
Experience with reporting coordination, operational workflows, or client-facing support preferred

Nice to Have

Experience with HubSpot, Salesforce, or similar CRM platforms
Familiarity with LinkedIn Sales Navigator, Monday.com, and automation tools
Experience with email sequencing or outreach systems
Background supporting sales operations, account growth, or client success teams

Soft Skills

Highly organized and detail-oriented
Strong operational discipline and follow-through
Proactive, reliable, and process-oriented
Comfortable working inside systems, workflows, and tracking tools
Able to manage multiple recurring deadlines simultaneously
Professional and thoughtful communicator
Strong ownership mindset with a focus on consistency and execution

Client Success & Sales Operations Coordinator - 19313