Sales Coordinator

Pilot • $75K — $90K *
New York, NY 10025In-Person
Telecommunications & Hardware
Less than 5 years of experience
Reposted Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 3-5 years experience in coordination or administrative operations, ideally in B2B, telecom, real estate, or technology sectors
  • Proven project management skills to handle multiple projects and stakeholders efficiently
  • Experience with Salesforce CRM for data management and quality control
  • Proficiency in Google Workspace with knowledge of Microsoft Office preferred
  • Strong communication skills for professional engagement with partners and external contacts
  • Excellent organizational skills for handling time-sensitive documentation accurately

Responsibilities

  • Serve as primary project manager for Real Estate New Build projects, overseeing the complete process from survey to execution
  • Coordinate project engineering surveys and ensure follow-through
  • Facilitate internal reviews and approvals for engineering scope of work
  • Manage access agreement processes in collaboration with the legal team
  • Engage with external stakeholders, including contractors and building managers, to drive project success
  • Maintain and curate project data in Salesforce CRM for accuracy and accessibility
  • Support Real Estate Account Management team with research and administrative tasks

Benefits

  • Company-sponsored Medical, Dental, and Vision coverage
  • Company-sponsored 401(k) plan
  • Commuter and Wellness reimbursement
  • Competitive Paid Time Off (PTO) policy
Full Job Description
ON A TYPICAL DAY YOU'LL

Real Estate Business Development, Data, & Account Management Support
  • Maintain accurate records in Salesforce CRM, including building data, building management contacts, and all associated project and relationship data
  • Support the Real Estate Account Management team through partner and building research, meeting preparation, Salesforce data QC, and other administrative tasks
  • Coordinate the fulfillment of building management onboarding materials, engagement gifts, and other partner-facing resources on an ongoing basis
  • Support the administration and ongoing success of Pilot's Real Estate Broker program, including partner onboarding, lead qualification, commission processing, reporting, partner communications, and day-to-day program support
  • Administer the Real Estate lead management process, including qualifying and assigning leads, creating CRM records, maintaining accurate lead and account data, and ensuring CRM integrity through ongoing daily updates
  • Provide administrative support to Account Managers by maintaining accurate and up-to-date account, tenant, and building information, coordinating data updates, and ensuring records remain current.

Direct & Inbound Sales Support
  • Manage the Direct Sales lead generation process, including training, oversight of outside lead generation contractors, and ensure annual lead generation across Pilot's building portfolio
  • Support the Direct and Inbound Sales team through prospect research, meeting preparation, and other administrative tasks as needed
  • Facilitate prospect and customer edits, including terms of service and addendum reviews, to support the sales team through the sales process.
  • Support the team with opportunity creation, pipeline staging, forecasting, and regular opportunity reviews.

General Sales Support
  • Provide broad administrative support across sales functions as needed, helping the team stay organized and focused on revenue-generating activities
  • Create and curate team training materials and facilitate relevant trainings to support upskilling, knowledge sharing, and process improvement.
  • Ensure data accuracy and integrity by reviewing newly created Pilot services in Salesforce CRM and addressing any discrepancies.

WHAT WE'RE LOOKING FOR
  • 3-5 years of experience in a coordinator, project coordination, or administrative operations role, preferably within a B2B, telecom, real estate, or technology environment
  • Demonstrated project management skills - ability to manage multiple concurrent workstreams, track milestones, and drive projects to completion with internal and external stakeholders
  • Experience with Salesforce CRM required; ability to maintain data hygiene, navigate records, and perform QC across object types
  • Proficiency in Google Workspace (Sheets, Docs, Slides) required; Microsoft Office a plus
  • Strong written and verbal communication skills, with the ability to interact professionally with external partners including building management, contractors, and brokers
  • Exceptional organizational skills and attention to detail, particularly when managing time-sensitive documents such as access agreements and certificates of insurance
  • Comfortable working independently and managing competing priorities without close supervision, while knowing when to escalate
  • Familiarity with telecommunications, real estate, or infrastructure services is a plus; demonstrated ability to quickly learn technical products and internal processes is a must
  • Ability to work in a hybrid environment with a minimum of 3 days per week in our New York City office


PILOT'S PAY & PERKS
  • Base salary of $75,000 - $90,000
  • Company-sponsored Medical, Dental, Vision Coverage
  • Company-sponsored 401(k)
  • Commuter & Wellness Reimbursement
  • Competitive PTO


About Pilot

Pilot is a financial services company that provides bookkeeping, tax, and CFO services to startups and small businesses. The company's platform automates financial processes and provides real-time insights into financial performance. Pilot was founded in 2017 by a group of former PayPal employees and has raised over $120 million in funding. The company has over 1,000 clients and has partnerships with major accounting software providers such as QuickBooks and Xero.
Learn more about Pilot
Size
200 employees
Industry
Finance & Insurance
Net Income
-$10 million
Founded
2017
5 Year Trend
+50%
Revenue
$100 million
NASDAQ
PLT
* Ladders Estimates

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