D2B
Technology
SalesSupport&CRMCoordinator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Sales Support & CRM Coordinator at D2B. Skills: CRM management, Sales pipeline, Sales support. Maintain accurate records in Monday CRM. Ensure sales opportunities progress”
What You'll Achieve.
Ensure CRM data accuracy exceeds standards; Keep opportunities moving through pipeline; Reduce administrative workload for sales team; Increase follow-up consistency; Increase engagement rates; Improve visibility across sales function; Improve reporting across sales function; Contribute to overall sales productivity; Contribute to overall sales performance
Industry & Context.
What They're Looking For.
Must Have
Previous experience in sales support, Previous experience in sales administration, Previous experience in CRM administration, Previous experience in customer success, Organisational skills, Exceptional attention to detail, Excellent written communication, Excellent email drafting skills, Ability to manage multiple priorities, Ability to work independently, Confidence working with sales professionals, Confidence holding team members accountable, Proficiency with CRM systems, Proficiency with business software
Nice to Have
Experience using Monday CRM, Experience using Monday.com, Experience supporting B2B sales teams, Understanding of sales pipelines, Understanding of lead management, Understanding of opportunity tracking, Experience creating reports, Experience creating dashboards, Exposure to recruitment industry, Exposure to professional services industry, Exposure to consulting industry, Exposure to outsourcing industry
What You'll Do.
Maintain accurate records in Monday CRM
Ensure sales opportunities progress
Update key stage information
Hold sales team accountable for CRM hygiene
Hold sales team accountable for activity updates
Monitor pipeline activity
Follow up on missing information
Follow up on overdue actions
Follow up on stalled opportunities
Generate sales reports
Maintain sales reports
Generate pipeline summaries
Maintain pipeline summaries
Draft follow-up messages
Draft client communications
Support re-engagement campaigns
Prepare email templates
Prepare supporting materials
Coordinate follow-up activities
Support sales team administrative tasks
Assist with meeting preparation
Assist with note-taking
Assist with action tracking
Coordinate documentation
Coordinate sales materials
Manage task completion
Identify process improvement opportunities
Identify efficiency improvement opportunities
Support Monday CRM implementation
Support Monday CRM optimisation
Maintain sales resources
Maintain sales templates
Maintain sales collateral
Assist with reporting
Assist with KPI tracking
Provide recommendations for sales productivity
Provide recommendations for pipeline visibility
How You'll Work.
Team & Collaboration
Australia and New Zealand sales team; Sales team members
Communication Scope
Written communication; Email drafting
Process & Methodology
Workflow management, Task completion
Full Job Description
### About the Role We're looking for a highly organised, commercially minded Sales Support & CRM Coordinator to help our sales team operate at peak performance. This role is designed to free up our salespeople to focus on what they do best—building relationships, speaking with clients, and closing opportunities. You'll be responsible for maintaining our CRM systems, supporting sales follow-ups, coordinating administrative activities, and ensuring opportunities continue moving through the sales pipeline. You will work closely with a dynamic Australia and New Zealand sales team, becoming a critical part of our growth journey by helping drive accountability, organisation, and momentum across the sales function. ### Key Responsibilities ### CRM & Sales Pipeline Management * Maintain accurate and up-to-date records within Monday CRM. * Ensure sales opportunities are progressing through the pipeline and key stages are updated correctly. * Hold sales team members accountable for maintaining CRM hygiene and activity updates. * Monitor pipeline activity and proactively follow up with sales team members regarding missing information, overdue actions, or stalled opportunities. * Generate and maintain sales reports, dashboards, and pipeline summaries. ### Sales Follow-Up & Client Engagement * Draft professional sales emails, follow-up messages, and client communications on behalf of the sales team. * Support re-engagement campaigns for prospective clients and dormant opportunities. * Prepare email templates, case studies, and supporting materials for client outreach. * Coordinate follow-up activities to ensure no opportunities are missed. ### Sales Administration & Coordination * Support the sales team with day-to-day administrative tasks. * Assist with meeting preparation, note-taking, and action tracking. * Coordinate documentation, proposals, and sales-related materials. * Help manage workflows, reminders, and task completion across the sales team. * Identify opportunities t
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