Sales Operations Coordinator

VMG Health supports a nationwide network of clients with over 70,000 engagements, exclusively in the healthcare industry. Our national client base ranges from large health systems to small practices and everything in between, including investors and private equity firms. VMG Health provides a solutions-oriented approach to client needs through our strong market position, extensive contacts, unparalleled tools and solutions, and expert insights. We are proud to serve as the single source for all our clients’ valuation, strategic, and compliance needs. 

We are seeking a motivated and detail-oriented Sales Operations Coordinator to support our sales operations and account management team in strengthening and expanding client relationships. In this role, you will contribute to account planning efforts through CRM administration, market and account research, market analysis, and reporting. Your work will help identify growth opportunities, improve operational efficiency, and provide valuable insights that support the firm's client engagement strategy.

This is an internal-facing role focused on supporting consultants and practice leaders. Working behind the scenes, you will help maintain accurate client and opportunity data, coordinate follow-up activities, analyze performance, and support account growth initiatives. This role is ideal for an early-career professional who is curious, research-driven, and eager to learn about account strategy, business development, and client growth within a collaborative team environment.

Key Responsibilities

• Support the sales operations team in developing and maintaining strong client relationships across the healthcare industry
• Attend internal account planning meetings to gain an understanding of VMG Health’s clients, services, and consultative sales approach
• Serve as an administrator of HubSpot CRM, ensuring the accuracy and integrity of client accounts, contacts, opportunities, and sales activities
• Maintain detailed records of client interactions, meeting notes, lead tracking, pipeline activity, and business development efforts within the CRM
• Coordinate follow-up activities, summarize notes into actionable follow up/next steps, and assist with coordination of client-facing outreach documentation
• Generate and maintain reports related to pipeline activity, business development initiatives, and revenue performance
• Collaborate with consultants, practice leaders, and sales team members to support client engagement and business development efforts
• Identify opportunities to improve CRM utilization, reporting, and internal processes that enhance operational efficiency
• Provide administrative and operational support to the sales operations team while developing a comprehensive understanding of VMG Health's service offerings and client engagement model
• Progressively assume greater responsibility for client relationship management and business development activities as experience and proficiency increase

Required Qualifications

• Bachelor's degree in Business, Marketing, Communications, Healthcare Administration, or a related field, or equivalent professional experience
• One (1) to three (3) years of experience in sales support, account management, customer success, business development, consulting, or a related professional environment
• Experience utilizing HubSpot or another customer relationship management (CRM) platform
• Strong organizational and time management skills with exceptional attention to detail
• Excellent verbal and written communication skills with the ability to interact professionally with clients and internal stakeholders
• Demonstrated ability to manage multiple priorities in a fast-paced, deadline-driven environment
• Strong analytical and problem-solving skills with an aptitude for learning new systems and technologies
• A proactive, collaborative approach and a demonstrated desire to build a career in client relationship management
• Proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook

Preferred Qualifications

• Exposure to professional services, consulting, healthcare, or B2B sales environment
• Experience supporting business development, sales operations, or client relationship activities
• Familiarity with reporting, pipeline management, or sales analytics