Sales Operations Coordinator

About Doherty Associates

Doherty Associates (DA) have delivered IT solutions for over 30 years to world-renowned, international clients, primarily within the professional and financial services sectors.

We are a Microsoft Solutions Partner with multiple designations, hold a Tier 1 Microsoft CSP relationship, and operate to ISO27001 & ISO9001 standards.

Our services are built on the Microsoft cloud ecosystem and focused on delivering secure, high-quality, outcome-driven solutions for our clients.

Our customers rely on us to bring specialist expertise and innovation across cloud solutions, hybrid working, modern workplace, data and BI, cyber security, governance and compliance.

We have built a reputation as a company that keeps its promises and delivers quality.

About the role

The Sales Coordinator plays a key role in supporting the Head of Account Management and the wider commercial team, helping to ensure that account management, sales operations and client engagement activities are delivered in a consistent, professional and well organised manner.

The role combines sales coordination, client support, CRM administration and operational follow through.

Acting as a central point of coordination, the Sales Coordinator helps manage actions, reporting, client communications, proposals, pipeline administration and internal stakeholder engagement, ensuring that commitments are tracked and delivered while maintaining high standards of customer service.

Working closely with Account Managers, Presales, Service Delivery, Projects, Finance and Marketing, the Sales Coordinator helps ensure that opportunities, client requests and commercial activities progress efficiently through the business.

While not a quota-carrying sales role, the position plays an important part in client retention, revenue growth, sales effectiveness and the overall customer experience.

Responsibilities

• Sales Coordination and Client Support
• Provide proactive coordination and administrative support to the Head of Account Management and wider Account Management function.
• Help manage priorities, actions, follow ups and deadlines across the Head of Account Management client portfolio and internal initiatives.
• Prepare reports, meeting packs, presentations, account plans and client documentation using agreed templates.
• Coordinate and follow up actions arising from client meetings, service reviews, pipeline discussions, presales activities, projects, renewals and internal planning sessions.
• Coordinate production of quotations, proposals and presentations from approved information and templates.
• Help ensure clients receive regular and consistent communication, including meeting outputs, service information and progress updates.
• Route requests to the appropriate teams, including Business Support, Service Delivery, Presales, Projects, Finance and the Service Desk.
• Liaise with internal stakeholders to track progress, obtain updates and ensure agreed actions are completed.
• Escalate urgent, sensitive, commercial or service-related matters to the appropriate owner when required.
• Handle sensitive client and commercial information with appropriate care and discretion.
• CRM & Sales Operations
• Own CRM data hygiene: enforce minimum required fields on accounts and opportunities, consistent tagging for New Logo versus existing-client growth, pipeline accuracy and next steps and expected dates by liaising with the account managers.
• Provide support to prepare reporting packs for Account Management meetings, pipeline reviews and leadership updates.
• Support the Sales Leadership team with weekly and monthly CRM pipeline, forecast, and booking reports
• Identify gaps, delays and recurring administrative issues and suggest practical process improvements.
• Support consistent use of the agreed sales process and Account Management operating standards.
• Partner with the process and operations lead on CRM workflow improvements and automation
• Sales & Marketing Alignment
• Support client events and other engagement activity when required.
• Work with Marketing to ensure any campaign follow-up activity is completed by the sales team within the agreed timeframes.
• Maintain approved sales collateral and content, working closely with Marketing to ensure shared sales templates, account materials and proposition content remain current and effective.
• Qualification, experience and skills

Essential

• Previous experience in sales support, sales operations, customer service or coordination role
• CRM experience (e. g. Dynamics 365, Hub Spot, Salesforce, Connect Wise Manage) with a focus on data discipline
• Excellent Microsoft 365 skills, particularly Excel (pivot tables, lookups), Power Point and Word
• Proven track record of producing high-quality client-facing proposals and sales collateral
• Strong attention to detail, numerical accuracy, and commercial awareness
• Strong written and verbal communication, with the ability to produce clear, accurate and professional emails and documents.

Desirable

• Experience of working within an MSP, IT services, or technology reseller environment
• Experience supporting Account Managers, Sales Managers or senior commercial leaders.
• Experience preparing quotations, proposals, meeting packs, service reviews or sales reports.
• Exposure to Private Equity, Legal, or other regulated-sector clients
• Understanding of ICP-based qualification and structured sales processes
• About the person
• Proactive and dependable, with a strong sense of ownership.
• Professional demeanour
• Confident communicator — comfortable liaising with clients, vendors, and internal subject-matter experts
• Highly organised, with the ability to manage competing priorities, actions and deadlines
• Empathy – ability to listen to understand and support
• A positive, ‘can-do’ attitude
• Methodical
• Persistent and confident in following up actions while remaining respectful and collaborative
• Adaptable – being able to adjust to changing workloads and priorities
• Comfortable switching between detailed coordination and direct client communication.
• Able to deliver to timescales
• Able to work both independently and as part of a team
• Willing to learn and build knowledge of the Doherty Associates service portfolio and the MSP market.

What we offer in return

• Basic salary plus performance bonus
• Discretionary hybrid working – 2 days working from home per week after successful probation
• 34 days of annual leave (incl. 8 UK bank holidays and a day off on your birthday)
• Enhanced family-friendly benefit schemes including company sick pay
• Sponsored training and development and where applicable to the role, a technical exams incentive scheme
• Private medical insurance and Employee Assistance Programme
• Income protection and life insurance
• Company Pension scheme
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