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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational skills and the ability to manage multiple parallel tasks effectively while maintaining clear communication with stakeholders. Proficient in Salesforce and familiar with AI tools for automation, ensuring accurate tracking and coordination of deals and events.
Highest-signal resume keywords
Salesforce ExperienceProject CoordinationClear Written CommunicationB2B Technology ExperienceEvent Coordination
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales CoordinationTransaction CoordinationProject CoordinationDeal TrackingDocument Management
Soft Skills
Highly OrganizedDiscretionFollow-ThroughFlexibility
Tools & Technologies
AI ToolsGongIroncladDocuSignChili Piper
Industry Keywords
B2B TechnologyInfrastructureFinancial ServicesVirtual Data Rooms
About the role
Key responsibilities & impact- Track follow-ups owed by AI Factory Account Executives and ensure every one closes
- Capture action items from deal meetings and chase them to completion
- Run the NDA process end to end, including requesting, routing for signature, tracking status, and confirming completion before engineering engagement
- Track documents and deliverables owed by counterparties and manage data room access
- Assemble and send collateral packages and track recipients
- Maintain stakeholder trackers on multi-threaded deals
- Schedule customer meetings, site visits, and internal deal reviews across time zones
- Prepare meeting briefs and pre-read packets
- Book and coordinate team travel
- Coordinate logistics for customer site visits, facility tours, and customer, investor, and executive events
- Process travel, event, and vendor expenses and invoices
- Log meetings, calls, activities, and contacts in Salesforce and maintain deal checklist fields
- Improve forecast accuracy by ensuring active deals have correct timing, validated exit criteria, and forecast categories
- Review Salesforce updates and call logs, approving, correcting, or rejecting them
- Keep offtake and financing partner contact records current
Requirements
What you’ll need- 2-4 years of experience in sales coordination, transaction coordination, executive support, or project coordination, ideally at a B2B technology, infrastructure, or financial services company
- Highly organized, with a track record of managing many parallel threads and following through without reminders
- Clear, professional written communication with senior executives, customers, and investors
- Discretion with confidential deal and investor information
- Hands-on Salesforce experience
- Comfort using AI tools to automate routine work and reviewing their output for accuracy
- Flexible working hours to support a team spread across U.S., European, and Asia-Pacific time zones
- Familiarity with Gong, Ironclad or DocuSign, virtual data rooms, and Chili Piper is a plus
Benefits
Comp & perks- Equity
- Medical, dental, and vision (subsidized cost)
- Health savings accounts (HSA), flexible spending accounts (FSA), and dependent care FSAs (DCFSA)
- Retirement plan options, including 401(k) and Roth 401(k)
- Unlimited paid time off (PTO)
- 14 paid company holidays per year
