Sales Coordinator
Core
Front-of-house engine for an advisory firm, handling inbound enquiries, qualifying leads, booking discovery sessions, and managing pre-meeting administration to keep advisors client-facing.
Role type
Sales Development Coordinator
Builds
Advisory client journey from first contact to portfolio readiness
Domain
Property investment and financial advisory
Deliverable
client delivery
Required skills
Sales administration, client coordination, customer service, CRM management, follow-up discipline, attention to detail
Preferred skills
Experience in professional services, polished phone manner, interest in property/finance
Technologies
Salesforce, HubSpot
Responsibilities
Answer inbound enquiries, qualify warm leads, book Discovery sessions, manage pre-meeting document preparation, coordinate client journey, maintain pipeline records in CRM, process program acceptance and onboarding
Seniority
Entry-level to Junior