Sales Operations & Project Coordinator

Sales Operations & Project Coordinator

Company: MassPay
Location: [Insert Location / Remote / Hybrid]
Employment Type: Full-Time
Department: Sales / Business Development

About the Role

MassPay is seeking a highly organized, proactive, and detail-oriented Sales Operations & Project Coordinator to support our growing sales and business development team.

This individual will play a key role in managing our sales pipeline, tracking prospective clients, coordinating meetings, and ensuring consistent communication throughout the sales process.

The ideal candidate is a strong communicator, an exceptional multitasker, and someone who thrives in a fast-paced environment. We're looking for a self-starter who can take ownership of tasks, anticipate next steps, and keep projects moving forward without constant oversight.

This role is ideal for someone who enjoys building relationships, managing multiple priorities, and creating structure and efficiency within a growing organization.

Key Responsibilities

Sales Pipeline & Lead Management

• Track, organize, and maintain prospective client leads throughout the sales cycle.
• Monitor the sales pipeline to ensure opportunities are progressing and no leads are overlooked.
• Maintain accurate and up-to-date records of client interactions, sales activities, and next steps within the company's CRM system.
• Identify opportunities requiring additional attention or follow-up and proactively communicate with the appropriate team members.
• Assist with preparing sales pipeline reports, activity summaries, and progress updates for leadership.

Client Communication & Scheduling

• Coordinate and schedule introductory calls, sales presentations, product demonstrations, and follow-up meetings with prospective clients.
• Serve as a point of contact for scheduling and routine communications with prospective clients.
• Send timely follow-up emails, meeting confirmations, reminders, and requests for outstanding information.
• Track client responses and ensure appropriate next steps are communicated and completed.
• Help maintain a professional, responsive, and positive experience for prospective clients.

Project Management & Sales Coordination

• Manage and track sales-related projects, tasks, deadlines, and deliverables.
• Coordinate with internal departments to ensure smooth communication and progression of client opportunities.
• Track outstanding action items from sales meetings and follow up with responsible team members.
• Assist with the coordination of proposals, agreements, and other sales-related documentation.
• Monitor timelines and proactively identify potential delays or bottlenecks.
• Support the transition of new clients from the sales process to onboarding and implementation teams.

Process Improvement & Administrative Support

• Develop and maintain organized systems for tracking leads, meetings, follow-ups, and sales activities.
• Identify opportunities to streamline workflows and improve sales team efficiency.
• Assist in creating standardized processes, tracking tools, and reporting procedures.
• Provide administrative and operational support to sales leadership as needed.

Qualifications

Required

• 2+ years of experience in sales operations, sales coordination, project coordination, account management, or a related administrative role.
• Exceptional organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple projects, deadlines, and priorities simultaneously.
• Experience using CRM platforms or lead-tracking systems.
• Proficiency with Microsoft Office, Google Workspace, and scheduling tools.
• Strong follow-through, problem-solving skills, and a proactive approach to managing responsibilities.
• Ability to work independently while collaborating effectively across teams.

Preferred

• Experience supporting B2B sales teams.
• Familiarity with CRM platforms such as Salesforce or HubSpot.
• Experience with project management tools such as Asana, Monday.com, or similar platforms.
• Experience coordinating sales proposals, contracts, and client onboarding.
• Background in financial technology, payments, or financial services is a plus.

What We're Looking For

We're looking for someone who doesn't just manage a to-do list but takes ownership of ensuring things get done.

The right candidate will be someone who:

• Is naturally organized and enjoys creating structure.
• Is comfortable following up with both clients and internal team members.
• Takes initiative without waiting to be asked.
• Understands the importance of timely communication and consistent follow-through.
• Can juggle multiple moving pieces while keeping track of the details.
• Enjoys supporting a team and contributing to the company's overall growth.

What Success Looks Like

Success in this position means maintaining an organized and accurate sales pipeline, ensuring timely follow-up with prospective clients, keeping meetings and action items on schedule, and helping the sales team move opportunities forward efficiently.

This individual will be instrumental in improving visibility, accountability, and communication throughout the sales process.

Pay: $59,500.00 - $70,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off

Work Location: In person