National Account Sales Coordinator
Description
Department: Sales & Business Development
Reports To: Chief Executive Officer
Supports: CEO · 2 Vice Presidents of Business Development · Sales Team
Location: Boca Raton, FL
FLSA Status: Exempt
- Work directly with the CEO to manage priorities, schedules, and strategic follow-through across the national accounts portfolio.
- Provide dedicated support to two assigned Vice Presidents of Business Development, serving as the operational backbone for their territory and account activity.
- Schedule, coordinate, and calendar all VP meetings, client calls, travel, and events — ensuring nothing falls through.
- Assist the CEO in monitoring VP activity, pipeline progress, and client engagement frequency — surfacing gaps and driving accountability.
- Prepare briefing materials, call prep packages, and client summaries ahead of key meetings so VPs walk in informed.
- Develop and maintain deep organizational maps for each assigned national account — understanding who the key decision makers are at the corporate, regional, and property level.
- Identify P1 and P2 contacts (Regional/VP Facilities, Risk & Insurance leaders) within existing client organizations that are not yet engaged and build plans to close those gaps.
- Track contact changes, promotions, and departures within client organizations using LinkedIn and CRM data — keeping the account map current.
- Assign contact priorities and establish outreach frequencies for each key decision maker — ensuring the right people hear from BlueTeam at the right cadence.
- Expand BlueTeam's presence within existing accounts from a single point of contact to full organizational coverage across regional and national leadership.
- Coordinate and manage the full calendar of client engagement activities — dinners, facility tours, sporting events, golf outings, and executive meetings.
- Work with the CEO to keep VPs consistently present in front of key decision makers through structured meeting and event scheduling.
- Research and identify relevant industry trade shows, conferences, and association events where target clients will be present, and coordinate BlueTeam participation and preparation.
- Attend select trade shows and client events as BlueTeam's inside representative — engaging clients professionally and supporting relationship development on the ground.
- Manage all logistics for client-facing events including invitations, confirmations, materials, and follow-up.
- Serve as BlueTeam's inside sales contact for assigned national accounts — maintaining consistent touchpoints, following up on proposals, and nurturing relationships between VP visits.
- Communicate both up (regional/national decision makers) and down (local property and facility managers) within client organizations, ensuring BlueTeam has full vertical coverage of each account.
- Distribute marketing collateral, capability presentations, and relevant content to clients on a structured cadence aligned to their vertical and portfolio profile.
- Respond promptly and professionally to client inquiries, routing to the appropriate VP or operations team as needed.
- Identify expansion opportunities within existing accounts and flag them to the assigned VP and CEO.
- Track each VP's pipeline activity, meeting counts, client engagement frequency, and progress against targets — reporting directly to the CEO.
- Maintain accurate, current records in Pipedrive CRM for all assigned accounts — contacts, activity logs, deal stages, and next steps — and ensure VP entries are complete and timely.
- Generate weekly and monthly activity reports for the CEO summarizing VP performance, account coverage, gaps, and upcoming client touchpoints.
- Flag when VP engagement with key accounts has lapsed, when decision maker contacts are missing, or when outreach cadences are falling behind.
- Support the CEO in preparing for internal sales reviews by compiling VP territory summaries, pipeline status, and account health metrics.
- Manage the onboarding of new client accounts — including property and portfolio setup, user credentials, SOP configuration, and job creation in the BlueTeam platform.
- Prepare and send Master Service Agreements and contracts for e-signature via DocuSign.
- Coordinate with internal operations teams to ensure client requirements are clearly communicated and properly executed.
- Maintain organized, current files for all assigned accounts including contracts, onboarding records, and engagement history.
- Bachelor's degree in business, marketing, communications, or a related field preferred.
- 2–4 years of experience in sales support, account management, or business development coordination — ideally supporting senior sales leaders.
- Experience in commercial real estate, property management, hospitality, healthcare, or emergency services industries a significant plus.
- Prior experience working directly with a C-suite executive or supporting multiple VP-level leaders simultaneously
- Exceptional organizational skills — able to manage multiple VPs, accounts, and deadlines simultaneously without losing detail.
- Strong commercial instincts — understands how to identify decision makers within large organizations and build a relationship strategy around them.
- Proactive communicator — follows up without being asked, flags issues before they become problems, and keeps the CEO informed.
- CRM proficiency required — Pipedrive experience strongly preferred; committed to maintaining clean, complete data.
- Proficiency in Microsoft Office (especially Excel and PowerPoint), Monday.com, DocuSign, and LinkedIn.
- Professional presence and polished written communication — this is a client-facing role.
- Comfortable in a fast-moving, entrepreneurial environment with high expectations and changing priorities.