Role Overview
The Service Coordinator is responsible for delivering a seamless client experience by combining client servicing, account coordination, and inside sales responsibilities. This role supports the full client lifecycle, from initial engagement and qualification through post-sale service and account growth. The Service Coordinator plays a key role in driving revenue through proactive sales efforts while ensuring high levels of client satisfaction and retention.
Key Responsibilities2. Inside Sales & Business Development (ISS Function)3. Pipeline, CRM & Reporting4. Collaboration & Process Improvement
- Client Servicing & Account Coordination
- Act as a primary point of contact for assigned clients, managing inquiries and service requests
- Coordinate with internal teams to ensure timely and accurate delivery of services
- Support onboarding of new clients and ensure a smooth transition post-sale
- Maintain regular communication with clients to ensure satisfaction and retention
- Proactively identify, escalate, and help resolve client concerns
- Conduct outbound and inbound sales activities, including prospecting, lead follow-ups, and nurturing
- Qualify leads and identify client needs through discovery calls and communication
- Present services and recommend tailored solutions based on client requirements
- Assist in preparing proposals and support the sales process through to closing
- Identify and drive upsell and cross-sell opportunities within existing accounts
- Maintain and actively manage a sales pipeline to support revenue targets
- Maintain accurate and up-to-date records of client interactions, opportunities, and service requests in CRM
- Track sales activities, pipeline progress, and service-related metrics
- Provide regular updates on account status, opportunities, and performance
- Work closely with Sales, Customer Success, and Operations teams to ensure aligned execution
- Contribute to improving sales processes, service workflows, and client experience
- Provide feedback on client needs, market trends, and service enhancements
Qualifications & Experience
- Bachelor’s degree in Business, Marketing, or a related field (preferred)
- 2–5 years of experience in inside sales, account management, customer service, or a similar role
- Proven experience in both sales and client servicing responsibilities is highly preferred
Skills & Competencies
- Strong communication and relationship-building skills
- Customer-focused with a proactive, service-oriented mindset
- Results-driven with sales and negotiation capabilities
- Strong organizational and multitasking skills
- Problem-solving and conflict resolution abilities
- Ability to manage both sales targets and service expectations
- Proficiency in CRM systems and Microsoft Office or Google Workspace
