Note: The job is a remote job and is open to candidates in USA. Lineal operates in the legal technology and eDiscovery environment. The Sales Coordinator supports the sales team by managing operational and administrative tasks across the sales lifecycle, including client onboarding, documentation, CRM management, proposals, contracts, project setup, and billing coordination.
Responsibilities
- 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
- Assist with initiating and tracking conflict checks
- Ensure required client and project information is complete prior to kickoff
- Maintain accurate records in HubSpot, including contacts, companies, and deal data
- Support project setup and ensure data consistency across systems
- Create and manage proposals using PandaDoc
- Track contract status and ensure timely completion
- Assist with project setup and system syncing (e.g., Liberation or similar tools)
- Support creation and tracking of change orders
- Review invoices for accuracy against agreed scope
- Coordinate with finance and sales teams on billing approvals and updates
Skills
- • 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
- • 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
Company Overview