Role:Client Success & Sales Operations Coordinator Priority Location: LATAM, South Africa Working Hours: Full-time, US Eastern Standard Time Type of contract: Independent Contractor Type of job:Remote About the Role: We are seeking a highly organized Client Success & Sales Operations Coordinator to support the operational execution of Client Success and account growth activities across the organization. This role is focused on CRM management, workflow coordination, reporting support, outreach operations, and sales support processes to ensure systems, follow-ups, and client records remain accurate, organized, and consistently maintained. The ideal candidate is detail-oriented, process-driven, proactive, and comfortable managing recurring workflows while supporting both client-facing and commercial operations in a fast-moving environment. Key Responsibilities: CRM & Data Management * Maintain CRM accuracy, organization, and data hygiene across accounts and opportunities * Update contact records, notes, activities, and workflow tracking * Ensure consistency across CRM processes and operational systems Sales Operations & Workflow Support * Support lead and opportunity management workflows * Maintain follow-up activities, reminders, and automated sequences * Assist with workflow automation and process improvement initiatives * Support re-engagement and outreach tracking processes Client Success Reporting * Prepare and organize recurring reports and reporting materials * Track survey participation, engagement inputs, and completion status * Ensure reporting deliverables are accurate and delivered on time * Maintain reporting workflows and follow-up coordination Research & Outreach Coordination * Conduct account and contact research to support outbound initiatives * Assist with LinkedIn Sales Navigator workflows and list management * Support outreach coordination, sequencing, and follow-up tracking * Maintain organized outbound and account growth workflows Proposal & Administrative Coordination * Maintain proposal templates, supporting materials, and documentation * Organize proposal records, versions, and operational files * Support proposal coordination and submission timelines Systems & Operational Coordination…

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