Sales Support Coordinator

Company Overview:

Asset-Map is an advisor-facing interactive software that visualizes a household’s complete financial inventory on one page. With thousands of financial professionals having mapped over 2 million people, comprising over $1.4 trillion in financial instruments on the platform, Asset-Map is paving the way to become the worldwide standard for personal and professional finance management.

Role Overview:

We are hiring a Sales Support Coordinator to work directly with our sales team, and SDRs to support active deals, improve sales execution, and help drive revenue.

This role sits at the intersection of sales execution, deal support, and process improvement. You will not be a passive coordinator — you will actively help move opportunities forward by supporting demos, managing follow-ups, organizing pipeline activity, and ensuring the sales team is focused on the right actions at the right time.

If you enjoy working in a fast-paced SaaS environment, love being close to revenue, and want visibility into how deals actually get done — this role is for you.

Primary Responsibilities

Sales Execution & Deal Support 

  • Partner directly with Account Executives and Sales Leadership to support active sales opportunities. 

  • Assist with demo preparation, follow-up materials, proposals, and next-step coordination.

  • Ensure post-demo actions are executed quickly and accurately. 

  • Help manage deal logistics including scheduling, documentation, and internal coordination.

Pipeline & CRM Support 

  • Maintain accurate CRM data (deal stages, notes, contacts, next steps). 

  • Track deal progress and flag stalled or at-risk opportunities.

  • Support forecasting and pipeline review preparation. 

  • Ensure sales activity aligns with Asset-Map’s sales process. 

Sales Enablement 

  • Organize and maintain sales collateral (decks, one-pagers, email templates, demo assets).

  • Assist with onboarding and ongoing support for new sales team members.

  • Help standardize best practices across demos, discovery, and follow-ups. 

  • Coordinate internal sales meetings and prep materials. 

Cross-Functional Coordination 

  • Act as a liaison between Sales, Marketing, Customer Success, and Product.

  • Help route customer and prospect feedback to the appropriate teams. 

  • Support handoffs from Sales to Customer Success to ensure a smooth transition.

What Success Looks Like

  • Deals move faster and with fewer gaps. 

  • Sales reps spend more time selling and less time chasing details. 

  • CRM data is clean, accurate, and useful. 

  • Follow-ups are timely, consistent, and professional. 

  • Sales leadership has better visibility into pipeline health. 

Qualifications:

Required 

  • 2+ years in a sales support, sales operations, revenue operations, or customer-facing SaaS role.

  • Strong organizational and execution skills. 

  • Comfort working in CRM systems (HubSpot, Google Drive or similar). 

  • Excellent written and verbal communication skills. 

  • Ability to manage multiple priorities in a fast-moving environment. 

  • Strong attention to detail with a bias toward action. 

Preferred 

  • Experience supporting SaaS or B2B sales teams. 

  • Exposure to financial services, fintech, or advisor technology. 

  • Experience supporting demos, proposals, or enterprise sales cycles.

Other Valued Qualities and Skills

  • Revenue-oriented mindset — you understand how your work impacts deals.

  • Proactive and self-directed. 

  • Comfortable working with sales leadership and senior stakeholders. 

  • Organized but flexible — process-driven without being rigid. 

  • Curious, coachable, and eager to learn. 

Why Join Asset-Map 

  • Be close to revenue and real decision-making. 

  • Work directly with an experienced sales team. 

  • High visibility role with room to grow into Sales Ops, Enablement, or Account Management.

  • Mission-driven product used by thousands of advisors nationwide. 

Compensation and Benefits

Salary commensurate with experience. Employer subsidized health insurance. Employer provided short and long-term disability coverage and life insurance. 401(k) plan with employer matching contributions. All full-time employees participate in the Employee Stock Option Plan.

Hours

This is a full-time salaried position.

Location

This is a remote position and will require periodic visits to our Philadelphia headquarters. 

Reports

This position will report directly to the Chief Sales Officer 

Application Process

Please email your resume along with a cover letter to hr@asset-map.com. Please make the subject line of your email "Sales Support/Revenue Enablement Specialist." No employment agencies, please. Asset-Map Holdings Inc. is an equal opportunity employer.

Information

For more information on Asset-Map or other career opportunities with us, please visit our website at www.asset-map.com.