Sales Operations Co-ordinator

Doherty Associates (DA) have delivered IT solutions for over 30 years to world-renowned, international clients, primarily within the professional and financial services sectors. We are a Microsoft Solutions Partner with multiple designations, hold a Tier 1 Microsoft CSP relationship, and operate to ISO
27001 & ISO
9001 standards.

Our services are built on the Microsoft cloud ecosystem and focused on delivering secure, high-quality, outcome-driven solutions for our clients.

Our customers rely on us to bring specialist expertise and innovation across cloud solutions, hybrid working, modern workplace, data and BI, cyber security, governance and compliance. We have built a reputation as a company that keeps its promises and delivers quality.

The Sales Coordinator plays a key role in supporting the Head of Account Management and the wider commercial team, helping to ensure that account management, sales operations and client engagement activities are delivered in a consistent, professional and well organised manner. The role combines sales coordination, client support, CRM administration and operational follow through. Acting as a central point of coordination, the Sales Coordinator helps manage actions, reporting, client communications, proposals, pipeline administration and internal stakeholder engagement, ensuring that commitments are tracked and delivered while maintaining high standards of customer service.

Working closely with Account Managers, Presales, Service Delivery, Projects, Finance and Marketing, the Sales Coordinator helps ensure that opportunities, client requests and commercial activities progress efficiently through the business. While not a quota-carrying sales role, the position plays an important part in client retention, revenue growth, sales effectiveness and the overall customer experience.

Sales Coordination and Client Support

• Provide proactive coordination and administrative support to the Head of Account Management and wider Account Management function.
• Help manage priorities, actions, follow ups and deadlines across the Head of Account Management client portfolio and internal initiatives.
• Prepare reports, meeting packs, presentations, account plans and client documentation using agreed templates.
• Coordinate and follow up actions arising from client meetings, service reviews, pipeline discussions, presales activities, projects, renewals and internal planning sessions.
• Coordinate production of quotations, proposals and presentations from approved information and templates.
• Help ensure clients receive regular and consistent communication, including meeting outputs, service information and progress updates.
• Route requests to the appropriate teams, including Business Support, Service Delivery, Presales, Projects, Finance and the Service Desk.
• Liaise with internal stakeholders to track progress, obtain updates and ensure agreed actions are completed.
• Escalate urgent, sensitive, commercial or service-related matters to the appropriate owner when required.
• Handle sensitive client and commercial information with appropriate care and discretion.
• Own CRM data hygiene: enforce minimum required fields on accounts and opportunities, consistent tagging for New Logo versus existing-client growth, pipeline accuracy and next steps and expected dates by liaising with the account managers.
• Provide support to prepare reporting packs for Account Management meetings, pipeline reviews and leadership updates.
• Support the Sales Leadership team with weekly and monthly CRM pipeline, forecast, and booking reports
• Identify gaps, delays and recurring administrative issues and suggest practical process improvements.
• Support consistent use of the agreed sales process and Account…