Sales Coordinator (Professional Services)

TL;DR

Sales Coordinator (Professional Services): Managing the sales pipeline and supporting the Head of Sales in a remote accounting and tax services firm with an accent on CRM hygiene, lead follow-through, and administrative coordination. Focus on maintaining HubSpot data integrity, driving pipeline movement, and coordinating client onboarding.

Location: Must be based in the United States

Salary: $45,000–$52,000 base plus commission

Company

A fast-growing, 100% remote firm delivering full-cycle accounting and tax services to hundreds of U.S. clients.

What you will do

• Manage inbound leads and support the Head of Sales in moving deals forward through the pipeline.
• Own HubSpot CRM maintenance, ensuring clean data, accurate contact records, and updated deal stages.
• Coordinate internal follow-ups and hold senior team members accountable to pipeline commitments.
• Close a defined set of small, repeatable deals independently over time.
• Coordinate client onboarding, including intake forms and engagement letters, as the bridge to the delivery team.

Requirements

• 1–3 years of experience in sales, sales support, or client-facing business development.
• Proficiency with CRM tools, specifically HubSpot.
• Experience supporting executives in an administrative or coordination capacity.
• Must be based in the United States.
• Strong written and verbal communication skills for professional email and screen-based correspondence.

Nice to have

• Background in public accounting, bookkeeping, or an accounting-adjacent role.
• Experience supporting outbound sales campaigns using tools like Apollo or Outreach.
• Familiarity with the lower middle market or M&A ecosystem.
• Experience in fast-growing B2B or professional services environments.

Culture & Benefits

• 100% remote environment with flexibility during daytime professional hours.
• Competitive health, vision, and dental insurance.
• 401k matching and paid time off (PTO).
• Provision of all necessary work equipment.
• Annual in-person team gatherings.