Support the management of active client opportunities, ensuring timely, organized communication and consistent follow-up to drive progress
Draft and send follow-up communications based on client conversations, proposals, and next steps
Coordinate meeting scheduling and manage calendars with clients and internal stakeholders
Track proposals, client responses, and next steps to maintain sales pipeline visibility
Assist with building, formatting, and updating client proposals, scopes of work, and quotes using PandaDoc
Maintain standardized proposal templates and ensure consistency across client-facing materials
Maintain CRM accuracy and ensure all pipeline activity, client notes, and next steps are properly documented
Track contract terms, renewal dates, and sponsorship timelines
Transfer finalized scope details into project management tools (e.g., Monday.com) and create structured project boards
Coordinate internal scope confirmation prior to contract execution while supporting seamless handoffs between sales and project management teams
Support small client-related tasks, internal initiatives, and marketing efforts as needed
Performs other duties as assigned

1-3 years of professional experience in coordination, sales support, project support, administrative roles or customer service
Strong organizational skills with the ability to manage multiple priorities
Excellent written and verbal communication skills
Bachelor’s degree in a related field preferred
4+ years of professional experience in coordination, sales support, project support, administrative roles or customer service preferred
Experience with the software tools used in this role, including PandaDoc and Monday.com

THE rAVe Agency

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