Sales Operations Coordinator - Paravel Insights

Summary

Paravel Insights provides strategic and data-driven solutions for visionary and faith-based organizations through strategy, marketing, creative, sales, and events. The Sales Operations Coordinator supports daily sales operations by maintaining CRM and pipeline data, organizing leads, coordinating outreach and follow-ups, preparing reports, and providing administrative support to sales teams and client engagements.

Responsibilities

• 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
• 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
• 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
• 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
• 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
• 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 Paravel team members, client stakeholders, and sales partners
• Help ensure client sales programs remain organized and on schedule

Skills

• 1–3 years of experience in sales support, sales operations, administrative coordination, account support, marketing coordination, or a related role
• Strong organizational skills and attention to detail
• Comfort working with CRM systems, spreadsheets, and other business technology
• Strong written and verbal communication skills
• Ability to follow established processes while identifying when something needs attention
• Ability to manage multiple tasks and deadlines
• Strong follow-through and reliability
• Comfort working independently in a remote environment
• Willingness to learn new systems and processes
• Experience supporting sales, lead generation, or business development is preferred but not required

Qualifications

Must Haves

• 1–3 years of experience in sales support, sales operations, administrative coordination, account support, marketing coordination, or a related role
• Strong organizational skills and attention to detail
• Comfort working with CRM systems, spreadsheets, and other business technology
• Strong written and verbal communication skills
• Ability to follow established processes while identifying when something needs attention
• Ability to manage multiple tasks and deadlines
• Strong follow-through and reliability
• Comfort working independently in a remote environment
• Willingness to learn new systems and processes

Nice to Haves

• Experience supporting sales, lead generation, or business development is preferred but not required

Benefits

• Remote work arrangement