Responsibilities

• Maintain lead, prospect, customer, opportunity, and activity records accurately in the CRM in the CRM Coordinator role at Toolad.
• Research or qualify assigned prospects using approved criteria and record relevant business information as part of the CRM Coordinator role at Toolad.
• Coordinate follow-up emails, calls, meetings, demos, or handoffs for sales representatives across creative advertising and campaign work in this CRM Coordinator position.
• Prepare quotes, proposals, account summaries, pipeline reports, or sales-support materials using approved information for the Toolad team as part of CRM Coordinator work.
• Track open follow-ups, stalled opportunities, missing information, and next actions while supporting creative advertising and campaign work in the CRM Coordinator role at Toolad.
• Support recurring pipeline and activity reporting and help keep sales records complete and current as part of day-to-day CRM Coordinator responsibilities at Toolad.

Requirements

• Strong organization, customer communication, follow-up, and data-entry skills for the CRM Coordinator opening at Toolad.
• Comfort using CRM systems, spreadsheets, email, calendars, and sales-support tools.
• Ability to manage a high volume of leads or follow-up tasks without losing documentation.
• Professional communication and clear handoffs to sales or account teams.
• Attention to detail when handling contact, opportunity, pricing, or pipeline information.
• A pre-employment background check is required.