Sales Coordinator Jobs

TaxRise

Location:
United States, Irvine

Category:
Sales

Contract Type:
Not provided

Salary:

18.00 - 20.00 USD / Hour

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Job Description:

The Sales Coordinator plays a vital role in the success of our sales organization by acting as a bridge between our clients and Sales Representatives. This role is responsible for ensuring clients stay engaged, informed, and on track through key milestones of their journey—starting from initial enrollment through post-investigation follow-ups.

Job Responsibility:

Manage a pipeline of newly enrolled clients and assist in completing pending documentation, agreements, and financial profiles through the client portal
Contact clients via phone, email, and text to verify information, confirm initial payments, and obtain required signatures
Follow up with clients to schedule their second call with the Sales Representative, where the tax investigation results and resolution program will be reviewed
Reconnect with aged prospects who previously expressed interest but did not enroll, and assign re-engaged leads back to Sales Representatives
Maintain accurate and up-to-date notes, case statuses, and communication logs in our CRM system (Salesforce)
Assist clients in rescheduling missed appointments and following up on unresponsive cases to keep the pipeline moving forward
Perform periodic audits of client cases to ensure all requirements are met and processes are followed
Collaborate with internal departments (e.g., Processing, Client Success) to gather missing documents or details
Support additional operational and administrative tasks as needed to contribute to sales workflow efficiency

Requirements:

At least 2 years of experience in a support, administrative, or client-facing role, preferably in a high-volume, fast-paced environment
Strong communication skills, both written and verbal, with a customer-first mindset
Excellent organizational skills and attention to detail
Proven ability to manage multiple priorities and follow up on time-sensitive tasks
Comfortable navigating CRM platforms (Salesforce preferred) and task management tools
Tech-savvy with working knowledge of Google Workspace (Gmail, Sheets, Calendar), Microsoft Office, and tools like Calendly and internal chat systems (e.g., Slack)
Self-motivated and resourceful
able to take initiative and work independently while collaborating effectively with a team
High level of discretion when handling confidential information
High school diploma or equivalent required

What we offer:

Medical, Dental, and Vision Insurance (starting after 60 days)
Paid Time Off
401(k) retirement plan with company match
Professional Development Program to support your growth
Access to our on-site gym and gaming lounge
Catered team lunches every Friday
Fun and energizing quarterly company outings
Monthly Bonus: Average bonus potential of $2,000 - $4,000 per month

Additional Information:

Job Posted:
December 12, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Sales Coordinator