Sales and Marketing Coordinator Job Description

A Sales and Marketing Coordinator is the person both commercial teams lean on for the work that has to be right but rarely gets credit: the account record, the current deck, the lead that came in Tuesday night, the booth crate that has to be in Chicago by Friday. Sales reps want time in front of buyers. Marketers want time on campaigns. The coordinator absorbs the setup, the cleanup and the follow-through so both groups can do that.

The CRM is the center of the job

The day starts in the CRM, whether that is Salesforce, HubSpot or a smaller system. The coordinator merges duplicate contacts, fixes company names that were typed three different ways, fills in missing industry and region fields, and logs activity a rep forgot to record. That sounds clerical until a forecast meeting depends on it. A pipeline report is only as good as the stage dates and deal amounts behind it, and the coordinator is the one who should notice that a closed deal is still sitting in "proposal" or that half the trade show leads were imported without an owner.

Lead routing sits next to that. When a web form, webinar registration or badge scan creates a new lead, someone has to make sure it lands with the right rep under the territory or scoring rules sales leadership has set, and that it does not sit untouched for a week.

Keeping sales supplied

On the sales side the coordinator maintains the kit: pitch decks, product one-pagers, case studies, pricing sheets and proposal templates. When pricing changes or a product is renamed, every version in the shared drive has to change with it, and the old ones have to disappear before a rep sends a stale PDF to a prospect. Coordinators also build prospect lists, pull account research before big meetings and prepare onboarding packets for new reps.

Running marketing execution

On the marketing side the work is execution. The coordinator schedules emails in the automation platform, checks links and sender details, uploads lists, sets up webinar registration pages and posts the social calendar the marketing manager approved. Commercial email carries legal requirements, so a pre-send checklist (accurate sender, honest subject line, postal address, working unsubscribe link) is part of the job, not an extra.

Events and reporting

Trade shows and customer events pull both halves together. The coordinator books booth space, ships materials, rents lead scanners, orders giveaways and, after the show, uploads the scanned leads and starts the follow-up sequence while the conversations are fresh.

Reporting closes the loop. Weekly dashboards show campaign results next to pipeline created and meetings booked, which is the one view both managers care about. O*NET's profile of market research analysts and marketing specialists, the occupation this work falls under, lists Salesforce, HubSpot and Marketo among the software used in that field, along with presentation tools such as PowerPoint and Google Slides.

Education. A bachelor's degree is the usual starting point, typically in marketing, business administration, communications or a related field. For the broader occupation of market research analysts and marketing specialists, BLS lists a bachelor's degree as the typical entry-level education. Whatever the major, the job itself tests two things: whether you can keep a CRM tidy and whether you hit send dates.

Experience. As a rough guide, this is an entry-level job to about two years in. Useful preparation includes a marketing or sales internship, a student job running events or ticketing, inside sales or customer service work, or an administrative role where you owned a calendar and a database. Retail management experience also translates, because it builds the habit of tracking inventory, deadlines and handoffs.

Skills that matter on day one

• CRM discipline. Comfort creating, editing and merging records, running saved reports, and spotting fields that are blank or wrong. Hands-on time in Salesforce or HubSpot is the clearest proof you can offer.
• Spreadsheets. Excel or Google Sheets for lead list cleanup, VLOOKUP or XLOOKUP matching, pivot tables and simple charts.
• Presentation and layout tools. PowerPoint, Google Slides and Canva for collateral updates; some teams use Adobe InDesign for print pieces.
• Email platforms. Building and testing sends in HubSpot, Mailchimp, Constant Contact or a similar tool, including list segmentation and unsubscribe handling.
• Writing. Clear subject lines, short internal updates, and the ability to edit a draft (your own or a tool's) until it is accurate.
• Juggling two bosses. A sales director and a marketing manager will both believe their request is the priority. Coordinators who state deadlines plainly and confirm trade-offs in writing keep both relationships intact.

Certifications (all optional). None is required, and BLS notes that certification for the broader occupation is voluntary. Credentials that show initiative include the Inbound Certification from HubSpot Academy, the Google Analytics Certification from Google, and, later in a career, the Professional Certified Marketer designation from the American Marketing Association. Salesforce's Trailhead learning platform is a practical way to get hands-on CRM practice before an interview.

What separates strong candidates. A portfolio piece helps: a before-and-after of a cleaned contact list, an event you ran from budget to follow-up, or a deck you rebuilt. Be ready to explain how a lead moves from a form fill to a closed deal, because that path is the job.

BLS does not publish projections for the coordinator title. The closest federal forecast covers market research analysts and marketing specialists, the occupation that holds marketing coordinator work. The Occupational Outlook Handbook counts about 952,700 jobs in that occupation in 2025 and projects employment to grow 7 percent from 2025 to 2035, much faster than the average for all occupations, an employment change of 66,300. BLS expects that growth to be driven by an increasing use of data and market research across many industries. Those numbers describe the whole occupation, including analysts and senior specialists, so treat them as the weather for the field rather than a forecast for this title.

How the job is changing

The day-to-day change for this role is in the tools. When a company turns on AI features in its CRM or automation platform, such as drafted emails, lead scoring or an agent that contacts prospects, the coordinator's work changes in two ways.

First, there is setup work. Somebody has to decide which leads a tool may contact, write the rules it follows, load the approved product information it draws on, and keep the CRM fields it reads accurate. Bad data in a manual process produces one wrong email; bad data in an automated one can produce hundreds. A coordinator who understands field definitions, routing rules and suppression lists is the person who can make these features safe to switch on.

Second, there is review work. Automated drafts still need a human to check facts, pricing, tone and legal requirements before they go out under the company's name. The FTC's CAN-SPAM guide is blunt on one point that applies whenever a company hands email work to someone else: even if you hire another company to handle your email marketing, you can't contract away your legal responsibility to comply with the law.

Where the role leads

The coordinator seat is a starting point, and the two-sided view it offers is the main asset. Next steps include:

• Sales development or inside sales, for people who found they liked talking to buyers.
• Marketing specialist roles in email, events, content or digital advertising, for those who preferred campaign work.
• Sales operations or marketing operations, for those who enjoyed the CRM, reporting and process side and want to own the systems.
• Event or partner marketing, for those who ran trade shows well.

The risk is staying in pure coordination too long without building one specialty. As a rough guide, by the second year a coordinator should be able to point to a system they own or a program they run, not only to tasks they completed.

Who hires

The job exists anywhere a company has a sales team and a marketing team to support, from distributors and manufacturers to software firms and real estate offices. For the broader occupation, BLS lists management, scientific, and technical consulting services (11 percent of jobs), finance and insurance (10 percent) and information (9 percent) among the largest employers. BLS does not break those figures out for coordinators.

Dear Ms. Alvarez,

Please consider me for the opening on Northline Industrial Supply's commercial team as a Sales and Marketing Coordinator. For the past year and a half I have worked as a sales assistant at a regional packaging distributor, where my job grew from answering the order desk into keeping our six-person sales team and our one-person marketing department working from the same information.

The first project I owned was our HubSpot database. When I started, the same customer often appeared under three spellings, and nobody trusted the pipeline report. I built a weekly cleanup routine, merged duplicates, added required fields for region and product line, and wrote a one-page guide for the reps on logging calls. Our sales manager now runs her Monday forecast straight from the dashboard I maintain instead of from a separate spreadsheet.

I also took over our trade show work. For our booth at the spring packaging expo I handled the shipping, rented the badge scanner, and had every scanned lead loaded, assigned and enrolled in a follow-up email sequence within two days of the show closing. On the marketing side I schedule our monthly customer newsletter, test every link, and manage the unsubscribe list so it stays in sync with the CRM.

Northline's posting mentions a new product catalog and a push into the Midwest. I would welcome the chance to help keep your reps supplied with current materials and your leads routed to the right territory from day one. I am comfortable with Salesforce as well as HubSpot, and I learn new tools quickly.

Thank you for your time. I would be glad to walk you through the cleanup process and the trade show follow-up in more detail.

Sincerely, Jordan Reyes