Sales Operations Coordinator - Paravel Insights

Sales Operations Coordinator - Paravel Insights

Employment Type: Independent Contractor
Location: Remote, U.S. preferred

Paravel Insights equips visionary and faith-based organizations with strategic and data-driven solutions that elevate brand presence, strengthen experiences, and drive meaningful growth. Our multidisciplinary team supports clients seeking transformative impact through strategy, marketing, creative, sales, and events.

We are looking for an organized, proactive, and detail-oriented Sales Operations Coordinator to support the day-to-day operations behind our sales efforts.

This role is ideal for someone who enjoys keeping things organized, following processes, working within systems, and making sure important details and follow-ups do not fall through the cracks. The Sales Operations Coordinator will help maintain sales pipelines and CRM data, organize leads and prospect information, coordinate outreach activities, track follow-ups and next steps, prepare reports, and provide administrative and operational support to the individuals leading our sales efforts.

This is a hands-on support role rather than a sales leadership position. One will work closely with sales leadership, account teams, marketing, and other team members to help ensure our sales efforts stay organized, accurate, and moving forward.

The role may support both Paravel's internal business development efforts and sales initiatives for select client engagements.

CRM & Pipeline Support

• Maintain accurate and up-to-date information within CRM and sales systems

• Enter and update leads, contacts, opportunities, notes, activities, and next steps

• Help keep sales pipelines organized and current

• Monitor opportunities for upcoming follow-ups and outstanding action items

• Assist with maintaining clean and accurate sales data

• Flag missing information, overdue follow-ups, or opportunities that may need attention

Lead & Prospect Support

• Research and organize prospect and lead information

• Build and maintain prospect lists

• Assist with lead imports, organization, segmentation, and assignment

• Support outbound sales and lead-generation initiatives

• Track outreach activity and responses

• Help ensure new leads are routed to the appropriate person and followed up with

Sales Coordination

• Support scheduling and preparation for prospect and sales meetings

• Help prepare presentations, proposals, sales materials, and other resources

• Document meeting notes, action items, and next steps when needed

• Track follow-up items and help keep sales activities moving forward

• Coordinate information between sales, marketing, account teams, and leadership

• Assist with the handoff of new clients or opportunities once a sale is completed

Reporting & Tracking

• Maintain recurring sales reports and dashboards

• Track sales activity, meetings, leads, opportunities, pipeline value, and other established metrics

• Compile information for regular sales updates

• Assist leadership with pipeline reviews and forecasting

• Help identify missing or inconsistent information within sales reporting

Sales Operations Support

• Follow established sales processes, workflows, and procedures

• Maintain sales templates, documents, trackers, and resources

• Assist with email outreach and nurture campaigns

• Support coordination between sales and marketing initiatives

• Help document processes as they are developed or updated

• Provide general administrative and operational support for sales initiatives

Client Sales Program Support

• Assist with sales operations for select Paravel client engagements

• Maintain client-specific lead lists, pipelines, trackers, and reporting

• Track activity and progress toward established program goals

• Coordinate information between…