Sales Coordinator

Position Overview

The Sales Coordinator supports the sales team by managing operational and administrative tasks across the sales lifecycle. In Lineal’s legal technology and eDiscovery environment, this role helps ensure smooth onboarding, accurate documentation, and alignment between sales, operations, and finance.

This is an excellent opportunity for a recent graduate or early-career professional looking to build experience in legal tech, sales operations, and client services.

Key Responsibilities

Sales Operations & Coordination

• Support sales team with day-to-day coordination of deals and client onboarding
• Maintain clear communication between sales, operations, legal, and finance teams
• Track opportunities and ensure timely follow-up on key tasks

Conflict Checks & Compliance

• Assist with initiating and tracking conflict checks
• Ensure required client and project information is complete prior to kickoff

CRM & System Management

• Maintain accurate records in HubSpot, including contacts, companies, and deal data
• Support project setup and ensure data consistency across systems

Proposal & Contract Support

• Create and manage proposals using PandaDoc
• Track contract status and ensure timely completion

Project Setup & Change Management

• Assist with project setup and system syncing (e.g., Liberation or similar tools)
• Support creation and tracking of change orders

Billing & Financial Support

• Review invoices for accuracy against agreed scope
• Coordinate with finance and sales teams on billing approvals and updates

Qualifications

Required

• Bachelor’s degree or equivalent experience
• Strong organizational skills and attention to detail
• Ability to manage multiple tasks and meet deadlines
• Strong written and verbal communication skills
• Proficiency in Microsoft Office or Google Workspace

Preferred (Not Required)

• Internship or coursework related to sales, business, legal studies, or operations
• Familiarity with CRM tools (e.g., HubSpot)
• Exposure to document tools (e.g., PandaDoc, DocuSign)
• Interest in legal tech, eDiscovery, or data services