Sales and Marketing Coordinator

Inbound Lead Coordination

• Respond to and qualify inbound demo requests received via form fills, phone, and email.

• Verify prospect fit against Ideal Customer Profile (ICP) criteria — including location, truck count, and account type.

• Route qualified leads to the correct Account Executive by territory.

• Maintain accurate lead and activity records in Salesforce.

Sales–Marketing Liaison

• Serve as the go-to resource for how leads and activities should be logged and tracked.

• Follow up on event-sourced leads and ensure disposition is captured accurately.

• Flag process gaps or breakdowns between Marketing and Sales to the Vice President of Marketing.

Sales Systems Support

• Support day-to-day use of SalesLoft and Consensus — help sales reps troubleshoot, use cadences correctly, and find the resources they need.

• Assist Marketing Operations with training sales and marketing team members on these platforms.

• Surface recurring issues or improvement ideas to the Marketing Operations Specialist (platform admin).

• Support execution of SalesLoft cadences in partnership with the Senior Marketing Manager.

Field Marketing Support

• Coordinate with Account Executives to pull prospect and target account lists for events.

• Execute post-event follow-up outreach.

• Support swag and materials management, including packing and shipping for events.

• Assist the Senior Field Marketing Specialist with on-site and logistics coordination as needed.

Education & Experience

• Bachelor's degree in Marketing, Business, or a related technical field required.

• 1 to 5 years of experience in a sales support, marketing, or operations role preferred.

• Experience in B2B SaaS or transportation/logistics technology is a plus.

Technical Requirements

Candidates must be proficient or able to quickly become proficient in the following:

• Microsoft Office Suite — Word, Excel, PowerPoint, and Outlook at a professional working level.

• Microsoft SharePoint — for document management, team collaboration, and file sharing.

• Salesforce CRM — lead and activity logging, pipeline tracking, and reporting; prior experience strongly preferred.

• HubSpot — marketing automation, contact management, and campaign reporting; prior experience a plus.

• SalesLoft — sales engagement platform; training provided, but prior exposure preferred.

• Consensus — demo automation platform; training provided.

• AI-Powered Marketing Tools — familiarity with AI-assisted tools for content creation, lead scoring, outreach automation, or marketing analytics (e.g., ChatGPT, Jasper, Lavender, or similar); willingness to learn and adopt emerging AI capabilities is required.

• General comfort with CRM, marketing automation, and sales enablement platforms in a fast-paced SaaS environment.

Physical Requirements

The physical demands described below are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to remain in a stationary position (seated or standing) for extended periods of time.

• Ability to frequently move about the office and at event venues.

• Ability to occasionally lift, carry, push, or pull objects weighing up to 25 pounds, including event materials, swag boxes, and equipment.

• Ability to travel up to 30% of the time, including overnight travel by air and ground transportation, to support field marketing events and other business needs, indoors and outdoors.

• Ability to operate standard office equipment including a computer, telephone, printer, and related peripherals.

• Visual acuity sufficient to read documents, computer screens, and mobile devices for extended periods.

• Manual dexterity sufficient to type, write, and handle event logistics materials as needed.