CRM and Sales Coordinator

CRM Sales Coordinator — Independent Contractor

The CRM Sales Coordinator is a hands-on sales support role responsible for improving lead conversion, maintaining CRM accuracy and preventing opportunities from being lost because of incomplete follow-up.

Key Responsibilities

• Spend approximately 50% of working time making outbound sales calls, including re-engaging old leads, following up with interested customers and scheduling appointments.
• Personally step into the sales process when needed, rather than only advising sales representatives.
• Review new and active leads in DealerCenter throughout the day.
• Check response times, customer communication, lead status, ownership, notes and scheduled follow-ups.
• Identify untouched, stalled, incorrectly classified or inadequately followed-up leads.
• Correct CRM issues directly or follow up with the responsible sales representative until the required action is completed.
• Reassign or escalate leads when they are not being handled properly.
• Return qualified and recoverable opportunities to the active sales pipeline.
• Ensure every active lead has an owner, complete notes and a dated next action.
• Monitor whether sales representatives are following the dealership’s communication and follow-up standards.
• Provide clear and practical feedback to sales representatives based on actual CRM activity.
• Prepare daily reports covering lead activity, outbound calls, customer outcomes, appointments, CRM issues and corrective actions.
• Identify repeated process problems, common lead-loss reasons and opportunities requiring management or finance involvement.
• Learn and apply the dealership’s sales process, customer communication standards and financing workflow.
• Be comfortable picking up the phone, speaking directly with customers and actively helping move opportunities toward a sale.
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Role Split

• 50% — Outbound sales calls and lead re-engagement
• 25% — CRM monitoring and quality control
• 15% — Sales representative follow-up and process coordination
• 10% — Reporting, analysis and escalation

Success in the Role

• Leads are contacted promptly and consistently followed up.
• Old leads are actively worked and recoverable opportunities are reactivated.
• CRM records are complete, accurate and actionable.
• No qualified opportunity remains unassigned or without a next step.
• Sales representatives receive timely feedback and complete required corrections.
• The contractor directly contributes to appointments, lead recovery and sales conversion.