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Sales & Onboarding Coordinator (Client – Facing)

  • Hybrid
    • National Capital Region, Philippines

Support sales success! Join KDCI as a Sales & Onboarding Coordinator driving client experience.

Job description

Job Summary

KDCI Outsourcing is seeking a highly organized and client-focused Sales & Onboarding Coordinator to provide essential support to our sales team and ensure a smooth onboarding experience for new clients. This position is well-suited for professionals with experience in Virtual Assistance, Sales Support, or Operations who excel in collaborative, fast-paced environments. In this role, you will engage directly with prospects and clients, oversee CRM data management, prepare detailed reports and client presentations, coordinate sales initiatives, and facilitate the onboarding process.

 

Key Responsibilities

  • Serve as a primary point of contact for clients and sales leaders, providing professional and proactive administrative and coordination support.

  • Maintain and update CRM data to ensure accurate tracking of leads and effective management of the sales pipeline.

  • Prepare, review, and customize sales decks, proposals, and client presentations to support business development efforts.

  • Schedule and coordinate client meetings, discovery calls, internal sessions, and follow-ups to ensure timely execution of deliverables.

  • Facilitate client onboarding activities, ensuring smooth implementation and alignment between internal teams and client expectations.

  • Support the promotion and delivery of BPO services by coordinating with sales teams and aligning solutions to client requirements.

  • Compile and maintain accurate sales and onboarding reports and dashboards, delivering actionable insights to support leadership decision-making.

  • Coordinate logistics for sales-related activities, including preparation of materials and arrangements for client visits.

Job requirements

  • 2–3 years of experience in an Executive Assistant, Virtual Assistant, Sales Coordinator, or other client-facing support role, preferably within the BPO or outsourcing industry.

  • Proficiency in CRM platforms (e.g., HubSpot, Salesforce) for lead tracking and data management.

  • Advanced skills in Microsoft Office Suite (particularly Excel and PowerPoint) and Google Workspace.

  • Excellent verbal and written communication skills, with the ability to engage confidently and professionally with clients.

  • Strong understanding of B2B sales cycles, client onboarding processes, and global client communication.

  • Highly organized with the ability to manage multiple priorities and deadlines in a fast-paced environment.

  • Willingness to work night shifts to accommodate U.S. and global client schedules.

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