Enterprise Sales Coordinator, Pearl

• 1+ years of experience in sales coordination, executive support, or client services
• Exceptional organizational skills with strong attention to detail
• Excellent written and verbal communication skills
• Proficiency in CRM systems (Salesforce/HubSpot), calendar tools, and travel booking platforms
• Ability to manage multiple priorities in a fast-paced environment
• Discretion and professionalism when handling confidential client information
• Proactive problem-solver with a client-service mindset

Desirable

• The Enterprise Sales Coordinator provides critical administrative and operational support to the Head of DSO Sales, enabling the sales leader to focus on strategic client relationships and revenue growth
• This role combines client-facing responsibilities with behind-the-scenes coordination to ensure seamless execution of sales activities, client engagement initiatives, and team operations
• Plan and execute client events including dinners, receptions, ski trips, and private gatherings
• Coordinate event logistics: venue selection, catering, invitations, RSVPs, and on-site management
• Manage event budgets and track expenses against allocated funds
• Develop and maintain event playbooks for consistent, high-quality execution
• Capture post-event follow-ups and ensure timely outreach to attendees
• Draft and send client correspondence, including meeting follow-ups, thank you notes, and outreach emails
• Prepare personalized communications on behalf of the Head of DSO Sales
• Maintain client communication logs and ensure timely responses
• Coordinate multi-stakeholder communications for complex deals
• Manage the strategic gifting program including selection, procurement, and delivery
• Track gift budgets and maintain records for compliance purposes
• Source and curate high-quality, thoughtful gifts appropriate for executive-level clients
• Coordinate timing of gifts with key milestones (deal closings, holidays, client achievements)
• Manage the Head of DSO Sales calendar, scheduling meetings and protecting focus time
• Coordinate complex scheduling across multiple time zones and stakeholders
• Book and manage travel arrangements including flights, hotels, and ground transportation
• Prepare travel itineraries with meeting details, client background, and logistics
• Process and reconcile travel expenses in a timely manner
• Maintain CRM data accuracy and update opportunity records as needed
• Prepare meeting materials, agendas, and presentation decks
• Compile sales reports and client activity summaries
• Coordinate with internal teams (Marketing, Customer Success, Partnerships) on client-related initiatives
• Manage vendor relationships for events, gifts, and travel