Sales Coordinator
New
F
FoundationB2B marketing, SaaS
Canada, LATAM, Europe, EST timezoneFull-TimeMiddle
Salary45,000 - 55,000 CAD per year
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Job Details
- Experience
- 1–2 years
- Required Skills
- HubSpotGoogle Workspace
Requirements
- 1–2 years of experience in sales operations, business development, or account coordination
- Experience within a digital or content marketing agency (ideal)
- Exceptional organizational skills
- Instinct for staying ahead of tasks without being asked twice
- Clear, professional written communication
- Comfort working in a fast-paced, high-growth environment
- Ability to adapt to shifting priorities
- Initiative valued over hand-holding
- Genuine interest in B2B marketing, SaaS, and the content space
- Strong attention to detail
- Experience with Google Workspace (asset)
- Experience with HubSpot (asset)
- Experience with ClickUp (asset)
- Experience with form/survey tools (asset)
- Familiarity with Claude CoWork (bonus)
Responsibilities
- Draft, format, and manage Statements of Work (SOWs) for new client engagements, ensuring accuracy and consistency.
- Maintain a library of SOW templates and continuously improve them based on feedback.
- Own and execute the Client Onboarding Checklist end-to-end, from Approved Proposal to client kickoff.
- Create the Client Onboarding Checklist in ClickUp and populate client/AE/Ops names, then share with AE and VP of Growth.
- Create and send the SAO (Service Agreement/Onboarding Statement) from pre-approved templates.
- Draft and send the onboarding statement for AE review; ship the final SAO to the client within 48 hours of verbal confirmation.
- Send the onboarding questionnaire to the client and own follow-up.
- Submit the estimate builder to the PR forum, and notify relevant channels. Set up the client’s Google Drive folder.
- Upon SAO signing, send the executed SAO to Finance and INA for review.
- Create an internal briefing doc from Fathom proposal notes and the SAO; notify the AE for Loom review.
- Save the fully executed SOW in the HubSpot deal record and the client’s Google Drive folder.
- Follow up with Finance and directly with the client to confirm deposit payment.
- Once SAO is signed and deposit confirmed, book the internal handoff call.
- Introduce the client to their assigned Account Manager and coordinate kickoff call booking.
- Partner with marketing to ensure sales team has up-to-date, high-quality sales enablement materials.
- Track the status of in-progress enablement assets, flag gaps, and coordinate timelines with marketing.
- Maintain an organized, accessible repository of all sales materials.
- Coordinate logistics for prospect and team meetups at industry conferences and events.
- Track Foundation’s conference calendar and ensure the sales team has what they need.
- Act as an extension of the VP of Growth, handling reactive tasks and ad-hoc requests.
- Help prepare meeting materials, follow-up summaries, and next-step documentation.
- Identify and flag process gaps, suggesting improvements for sales team efficiency.
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