Sales Coordinator - Fully Remote in New Mexico

Position Summary:

The Sales Coordinator is a vital role that ensures the Sales and Customer Success teams at Protocall’s Education Vertical operates with optimal efficiency and client focus. This position supports the pre-sale and post-sale processes by joining prospect and current customer calls, maintaining and updating SugarCRM, managing follow-up activities, and facilitating the smooth transition from Sales to Contracting. This role is designed to support the sales needs across the Education Vertical, providing consistent, responsive, and organized operational support to ensure an excellent experience across the buyer journey. It acts as the connective tissue between sales representatives, prospective customers, and operational departments, ensuring accurate, timely, and thoughtful engagement throughout the customer lifecycle.

Key Responsibilities:

Sales Process Support

Attend prospect and partner calls to take notes, track action items, and ensure timely follow-up.

Assist in preparing and customizing sales presentations, sales decks, and follow-up materials.

Maintain accurate and up-to-date records in SugarCRM, including contact information, call notes, opportunity status, and follow-up tasks.

Customer Engagement & Follow-Up

Manage proactive outreach post-call to ensure customers receive timely updates, materials, and next steps.

Coordinate follow-up emails, calls, and other outreach nudges in alignment with the sales cycle.

Track and report engagement with follow-up efforts and escalate as needed to sales leadership.

CRM Management

Ensure Protocall’s CRM, SugarCRM, reflects accurate, complete, and current pipeline data.

Build and run reports as needed to support Sales tracking and performance monitoring.

Identify opportunities to improve CRM usage and automation to enhance workflow efficiency.

Sales to Contracting Handoff

Ensure all relevant information, documentation, and internal notes are transferred to the Contracting and Implementation teams.

Collaborate with Sales, Customer Success, Contracting, and Implementation to verify customer expectations, product selections, and pricing details are accurately recorded and communicated.

Monitor deal progress post-sale and provide administrative support until full handoff is complete.

Requirements:

• 1–3 years of experience in a sales, customer success, or administrative support role.
• Familiarity with CRM systems; experience with SugarCRM is highly preferred.
• Strong organizational skills and attention to detail.
• Excellent written and verbal communication skills.
• Ability to multitask, prioritize, and thrive in a fast-paced environment.
• Comfort in attending and supporting client-facing meetings.
• Collaborative spirit with a proactive, solutions-oriented mindset.
• Remote-first, with occasional in-person meetings or events as needed.
• May require availability during standard business hours across time zones.

ProtoCall Services Inc. is an Equal Opportunity Employer. We believe deeply in diversity of race, gender, sexual orientation, religion, ethnicity, national origin, and all of the other fascinating characteristics that make us different