What are the responsibilities and job description for the Sales Operations Coordinator position at Search Solution Group?
Sales Operations Coordinator
📍 Charlotte, NC | Full-Time, In-Office
About the Role:
We’re looking for a high-performing Sales Operations Coordinator to join our fast-paced, results-driven team. This position plays a key role in supporting the backend of the sales process — including CRM management, LinkedIn engagement, research, client coordination, and overall team organization.
The ideal candidate thrives in a dynamic environment, has strong attention to detail, and brings a proactive mindset to managing both people and processes.
Key Responsibilities:
Sales & CRM Support:
- Manage sales pipelines, track leads, and ensure timely follow-up with clients and prospects
- Maintain accurate and organized records in HubSpot, Bullhorn, or similar CRM systems
- Build and update target lists, support email sequences, and assist in tracking outreach activity
- Create and maintain call lists, research reports, and contact sheets for outreach to potential clients
- Support the sales team by coordinating outreach, updating data, and preparing reports
Research & Market Intelligence:
- Conduct company, industry, and contact research to identify new business opportunities
- Gather insights from LinkedIn, ZoomInfo, Apollo.io, and other tools to support client targeting strategies
- Analyze market trends and competitor activity to strengthen sales outreach and positioning
- Provide the team with accurate data, summaries, and recommendations based on findings
LinkedIn & Lead Generation:
- Engage with prospective clients through LinkedIn messaging and email campaigns
- Assist with outbound sales efforts, nurturing relationships through professional and timely communication
- Support business development initiatives with detailed prospect and account research
Scheduling & Coordination:
- Coordinate and schedule internal and external meetings with clients or candidates
- Manage communication and follow-ups to ensure smooth handoffs between sales and recruiting teams
- Prepare briefing materials for sales calls or client meetings
- Maintain team calendars and reminders for key activities and deadlines
Qualifications
- Experience: 1–2 years in sales support, research, recruiting coordination, or administrative roles within professional services
- Systems: Proficiency in Outlook, HubSpot, Bullhorn, and LinkedIn; experience with ZoomInfo or Apollo.io is a plus
- Research Skills: Strong analytical and research capabilities with the ability to gather, interpret, and present data clearly
- Communication: Excellent written and verbal communication skills with a polished, client-facing presence
- Organization: High attention to detail with the ability to manage multiple priorities in a fast-paced environment
- Proactive Mindset: Self-starter who takes initiative, anticipates needs, and delivers results with minimal supervision
- Location: Must be based in or near Charlotte, NC, and comfortable working in-office full-time