CRM & Sales Coordinator

Location: Bellville, Cape Town (Hybrid)
Employment Type: Permanent | B2B Environment

We are seeking a structured and detail-oriented CRM & Sales Coordinator to support our Commercial (Sales and Marketing) function through effective CRM administration, pipeline coordination, and commercial reporting.

This role is responsible for maintaining accurate CRM data and supporting structured commercial execution across the sales lifecycle. The position plays a key role in enabling pipeline visibility, sales follow-ups, campaign coordination, and performance reporting through disciplined data and process management. You will play a pivotal role in our new Digital Marketing project, where we connect Sales and Marketing through Hubspot.

This is not a direct sales or lead generation role, but rather one focused on supporting and enabling commercial effectiveness through coordination and CRM-derived insights.

The role is approximately:

• 75% CRM optimization
• 15% Sales Support
• 10% Marketing Coordination

Key Responsibilities

1. CRM Administration & Pipeline Management

• Act as internal CRM administrator and system champion
• Maintain accurate and up-to-date client, company, and opportunity records
• Ensure CRM data integrity across contacts, companies, and opportunities
• Support consultants in maintaining accurate deal stages and next-step actions
• Monitor inactive or stalled opportunities and prompt internal follow-up
• Coordinate structured commercial follow-ups (e.g. NDAs, meeting confirmations, documentation reminders)
• Participate in sales management meetings to align CRM usage practices
• Support continuous improvement of CRM workflows and internal adoption
• Act as point of contact and key-user for all CRM related topics
• Provide flexible sales support, including occasional follow‑up calls to warm prospects.

2. Commercial Reporting & Insights

• Generate pipeline and sales performance reports for management
• Maintain sales funnel visibility through accurate CRM data management
• Track opportunity progress and follow-up requirements
• Support reporting requirements for Sales and Marketing through CRM-derived insights
• Assist in compiling inputs for management reporting and commercial reviews

3. Marketing Campaign Coordination

• Assist in coordinating marketing campaigns that support sales initiatives
• Prepare audience and contact lists for campaigns, tenders, and events
• Monitor tender portals and vendor dashboards for commercial opportunities
• Support basic campaign performance tracking and reporting
• Assist with preparing marketing logistics and required materials (e.g. brochures, presentations, corporate gifts)
• Support basic market scanning and competitor research as required
• Provide active coordination support for commercial and marketing campaigns as required, including assisting with campaign preparation, execution, and follow-up activities

4. Executive Support

·         Provide structured administrative support to the CEO where required, including coordination of selected commercial meetings, follow-ups, and related documentation linked to sales and business development activities.