Sales Coordinator

Key Responsibilities: Sales Operations & Coordination Support sales team with day-to-day coordination of deals and client onboarding Maintain clear communication between sales, operations, legal, and finance teams Track opportunities and ensure timely follow-up on key tasks Conflict Checks & Compliance Assist with initiating and tracking conflict checks Ensure required client and project information is complete prior to kickoff CRM & System Management Maintain accurate records in HubSpot, including contacts, companies, and deal data Support project setup and ensure data consistency across systems Proposal & Contract Support Create and manage proposals using PandaDoc Track contract status and ensure timely completion Project Setup & Change Management Assist with project setup and system syncing (e.g., Liberation or similar tools) Support creation and tracking of change orders Billing & Financial Support Review invoices for accuracy against agreed scope Coordinate with finance and sales teams on billing approvals and updates Qualifications RequiredBachelor’s degree or equivalent experience Strong organizational skills and attention to detail Ability to manage multiple tasks and meet deadlines Strong written and verbal communication skills Proficiency in Microsoft Office or Google Workspace Preferred (Not Required) Internship or coursework related to sales, business, legal studies, or operations Familiarity with CRM tools (e.g., HubSpot) Exposure to document tools (e.g., PandaDoc, DocuSign) Interest in legal tech, eDiscovery, or data services