CRM Sales​/Operations Coordinator

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The CRM coordinator is a detail-oriented support role focused on the execution of daily sales operations. This individual ensures data accuracy, manages CRM systems, tracks performance metrics, and supports lead follow-up and administrative tasks. The CRM coordinator is essential to maintaining operational consistency and enabling the sales team to focus on closing deals and building relationships.

• Build automated reports to support decision-making and strategy development.
• Generate dashboards and daily activity reports to provide visibility into team performance and pipeline health.
• Maintain data integrity in the CRM system (e.g., Pipedrive, Salesforce), including importing/exporting data, merging duplicates, and auditing usage.
• Ensure timely outreach by the sales team to assigned leads.
• Review expense reports and CRM schedules.
• Handle data entry, call logs, and follow-ups.
• Assist with the implementation of new tools or processes.
• Onboard new sales team members and provide ongoing training on CRM tools, reporting, and outreach processes.

• 1-2 years in sales support or administrative roles.
• Detail-oriented and highly organized.
• Comfortable with CRM systems and basic reporting tools.
• Strong communication and multitasking abilities.
• Post-secondary education in Business, Sales, Marketing, or related fields.
• Highly organized, detail-oriented, and capable of managing multiple priorities in a fast-paced environment.

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