Sales Coordinator at Foundation in Remote

Foundation Marketing is a B2B AI Visibility marketing agency that helps B2B SaaS and technology companies grow through strategic, research-driven content. We are in an extraordinary period of growth — 333% revenue growth in the last 12 months — and have onboarded over 40 new clients in under a year. Our team is scrappy, sharp, and deeply committed to doing work that actually moves the needle for clients.

To support this momentum, we are building out our sales infrastructure. This role sits at the heart of that effort.

The Opportunity

The Sales Coordinator is a high-impact, execution-focused role that keeps our sales and new-client onboarding engine running smoothly. You will work directly alongside the VP of Growth and the broader sales team to eliminate friction from the sales process — from the moment a deal closes through to a client’s first day of service.

A core pillar of this role is owning and executing Foundation’s Client Onboarding Checklist — our end-to-end process for turning a signed contract into a seamless internal handoff. You will manage this checklist for every new client, ensuring nothing falls through the cracks between deal close and kickoff. 

This is an ideal role for someone who is organized, detail oriented, and proactive. You will learn the full sales and onboarding lifecycle from the inside, gaining exposure to deal flow, operations, and growth strategy at a fast-moving agency with real momentum.

What You’ll Do

Proposals & Scoping Documents

• Draft, format, and manage Statements of Work (SOWs) for new client engagements, ensuring accuracy and consistency across all documents.
• Maintain a library of SOW templates and continuously improve them based on feedback from the sales and delivery teams.

Client Onboarding Checklist — Primary Ownership

This role owns the Client Onboarding Checklist end-to-end. The checklist is triggered the moment a deal reaches the Approved Proposal stage and guides every step through to client kickoff. Ops (this role) manages ~99% of the process independently.

Pre-SAO / Approved Proposal Stage

• Create the Client Onboarding Checklist in ClickUp as soon as a deal moves to Approved Proposal stage; populate client name, AE name, and Ops name, then share with the AE and VP of Growth.
• Within 24 hours of Approved Proposal, create the SAO (Service Agreement/Onboarding Statement) from pre-approved templates signed off by leadership; flag any out-of-scope work to SLT for estimate builder approval before proceeding.
• Draft and send the onboarding statement for AE review; ship the final SAO to the client within 48 hours of verbal confirmation, ensuring deposit language is prominently highlighted in both the SAO and the body of the email. CC the AE and VP of Growth on all client sends.
• Once the AE has completed a quick approval of the onboarding questionnaire (verifying service accuracy and logo), send the questionnaire to the client (CC’ing the AE) and own follow-up — proactively reaching out if the client has not completed it within three days.
• Submit the estimate builder to the PR forum, and notify the PR and EB channels. Set up the client’s Google Drive folder, including call recordings, the onboarding survey, and the SAO.

Post-SAO Signing

• Upon SAO signing, send the executed SAO to Finance and INA for review.
• Create an internal briefing doc from Fathom proposal notes and the SAO; notify the AE that it is ready for their Loom review (the AE’s sole required task in this process).
• Save the fully executed SOW in the HubSpot deal record (source of truth) and the client’s Google Drive folder.
• Follow up with Finance to confirm whether the client deposit has been paid or when payment has been committed; if outstanding, follow up directly with the client (CC’ing the AE, Accounting, and the AM) to confirm a payment date before work begins.
• Once both the SAO is signed and the deposit is confirmed, book the internal handoff call with the relevant stakeholders.
• Introduce the client to their assigned Account Manager and coordinate kickoff call booking, CC’ing the AE and VP of Growth.

Sales Enablement & Content Coordination

• Partner with the marketing team to ensure the sales team has up-to-date, high-quality sales enablement materials — including case studies, credentials decks, deck templates, and one-pagers.
• Track the status of in-progress enablement assets, flag gaps in the content library, and coordinate timelines with marketing to prioritize the most-needed materials.
• Maintain an organized, accessible repository of all sales materials so the team can find what they need quickly during active deals.

Conference & Event Coordination

• Coordinate logistics for prospect and team meetups at industry conferences and events — including scheduling, venue coordination, and invitations and LinkedIn creatives. 
• Track Foundation’s conference calendar and ensure the sales team has what they need well in advance of each event.

VP of Growth — Reactive & Operational Support

• Act as an extension of the VP of Growth, handling reactive tasks and ad-hoc requests that arise throughout the sales cycle.
• Help prepare meeting materials, follow-up summaries, and next-step documentation as needed.
• Identify and flag process gaps, suggesting improvements to help the sales team operate more efficiently at scale.