WORK ENVIRONMENT

This is a remote, part-time role (approximately 10–20 hours per week). Schedule flexibility is available, with regular availability needed for coordination with the CEO and leadership team during business hours.

ABOUT US

USM Technology is a fast-growing Managed Services Provider (MSP) dedicated to delivering high-impact, strategic technology solutions to clients across multiple industries. We are a Kaseya and Microsoft partner operating on the TruMethods framework, focused on delivering operational excellence and measurable outcomes for our clients.

This role sits within Sales & Marketing and reports directly to the CEO, supporting the growth, relationship-building, and thought-leadership activity that drives new business.

ROLE SUMMARY

USM Technology is seeking a highly organized, proactive, and detail-oriented Sales & Relationship Coordinator to serve as the operational backbone of our sales, marketing, relationship-building, and thought-leadership initiatives.

The Sales & Relationship Coordinator transforms ideas, relationships, marketing efforts, webinars, and opportunities into organized, consistent, professional execution that drives growth.

The ideal candidate thrives on creating order from complexity, maintaining high standards, coordinating multiple moving pieces, and helping executives stay focused on high-value activities. This is not a quota-carrying sales role and is not a cold-calling position. Instead, this role focuses on execution, communication quality, follow-up, coordination, and converting business development activity into measurable results.

Mission: to ensure that relationships are nurtured, opportunities are followed up, marketing communications are professional and polished, and growth initiatives move forward consistently and effectively.

Success in this role looks like an accurate, trusted CRM, timely and professional follow-up on every relationship, polished and on-brand marketing communications, opportunities that move consistently through the pipeline, and a CEO who stays focused on strategy and growth rather than administration.

RESPONSIBILITIES

Relationship & Opportunity Coordination

Maintain follow-up activities for prospects, referral partners, and strategic clients.
Coordinate meetings, introductions, and next steps.
Track opportunities and ensure commitments are fulfilled.
Maintain visibility into relationship and business development activities.

Executive Growth Support

Organize growth-related initiatives and action items.
Coordinate peer-group opportunities, speaking engagements, webinars, and thought-leadership events.
Maintain accountability dashboards and project tracking tools.
Help leadership stay focused on strategic priorities by reducing administrative friction.

CRM & Sales Operations

Maintain CRM accuracy and hygiene.
Update contacts, opportunities, notes, and next actions.
Prepare sales and marketing reports as needed.
Ensure no opportunity becomes stagnant due to lack of follow-up.

Marketing Communications & Quality Control

Review and proofread marketing materials, presentations, social media content, emails, proposals, and client-facing communications.
Ensure brand consistency, professionalism, accuracy, and clarity.
Serve as the final quality-control checkpoint before key communications are published or distributed.

Event Management

Coordinate event scheduling, registration management, attendee communications, and eventlogistics.
Manage post-event follow-up processes.
Schedule follow-up conversations and ensure attendees receiveappropriate resourcesand communications.
Track engagement and resulting opportunities.

JOB REQUIREMENTS

Education and Experience

Experience as a Sales Coordinator, Marketing Coordinator, Executive Assistant, Revenue Operations Coordinator, Project Coordinator, or similar role preferred.
Experience supporting B2B, professional services, consulting, technology, or MSP organizations preferred.
Experience coordinating webinars, events, or marketing campaigns preferred.

Technical Skills

Proficiencywith Microsoft 365, Teams, Outlook, and Excel.
Proficiencywith CRM systems; strong data hygiene habits.

Soft Skills

Exceptional organizational andtime-managementskills.
Strong written communication, proofreading, and editing abilities.
High attention to detail and commitment to quality.
Ability to manage multiple projects simultaneously.
Strong follow-through and accountability.
Ability to work independently and proactively.

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