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Solutions Coordinator

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United Kingdom
Work type
Hybrid
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Solutions Coordinator


Location: WeWork, London (EC2Y 9DT)
Hours: 37.5 hours per week, Monday to Friday, 9:00am – 5:30pm
Hybrid Working: Flexible home working available, subject to agreement with line manager
Travel: Occasional travel to Insite offices and customer locations as required


About the Role


We are looking for an organised, proactive and commercially minded Solutions Coordinator to join our growing Solutions team.

This is a pivotal role that sits at the heart of our business development and account growth activities, providing the structure, coordination and oversight needed to keep opportunities moving from initial enquiry through to signed contract.

Working closely with the Head of Solutions and Solutions Managers, you will coordinate sales opportunities, support bid and proposal activity, maintain pipeline reporting and ensure key actions and deadlines are achieved. You will play a vital role in driving operational excellence across the sales process, allowing the wider Solutions team to focus on customer engagement, solution development and business growth.

This is an excellent opportunity for someone who enjoys organisation, process improvement and working with multiple stakeholders, while gaining exposure to sales operations, bid management, commercial planning and business development strategy.


Key Responsibilities


Sales & Opportunity Coordination

  • Manage and maintain opportunities within our Monday.com sales pipeline, ensuring records are accurate and up to date.
  • Coordinate opportunities throughout the sales lifecycle, from enquiry to contract signature.
  • Schedule and manage customer follow-ups, internal reviews and opportunity update meetings.
  • Support Solutions Managers to maintain momentum across active opportunities and prevent opportunities from becoming dormant.
  • Coordinate key stages of the sales process, including engineer surveys, pricing requests, commercial reviews, proposal preparation and contract administration.
  • Monitor deadlines, milestones and outstanding actions, escalating risks where appropriate.
  • Maintain accurate records of customer interactions, proposals and opportunity documentation.

Bid & Proposal Support

  • Coordinate the preparation and submission of bids, tenders and proposals.
  • Ensure all submissions are professional, accurate and delivered within agreed deadlines.
  • Organise information gathering and input from key stakeholders to support successful submissions.

Lead Generation & Market Research

  • Research prospective customers, market opportunities and industry developments.
  • Support lead generation activities through email, telephone and LinkedIn outreach.
  • Maintain prospect databases and arrange introductory meetings for Solutions Managers.

Reporting & Commercial Support

  • Produce regular pipeline reports and performance updates for the Head of Solutions.
  • Support sales forecasting, reporting and commercial planning activities.
  • Track service level targets and identify areas where opportunities are delayed or stalled.
  • Measure and report on opportunity progression from initial enquiry through to contract award.

Process Improvement & Systems Development

  • Help map and continually improve sales processes across different service lines.
  • Identify bottlenecks and recommend practical solutions to improve efficiency.
  • Support the development of Monday.com through alerts, workflows and automated reporting.
  • Explore opportunities to use automation and AI tools to reduce administration and improve performance.
  • Assist in implementing agreed process improvements across the business.


About You

You are highly organised, proactive and confident in coordinating multiple activities at the same time. You enjoy creating structure, ensuring accountability and working collaboratively with a wide range of stakeholders.

You will be comfortable managing deadlines, chasing actions and maintaining attention to detail while supporting a fast-paced commercial environment.


Essential Skills & Experience

  • Excellent verbal and written communication skills.
  • Strong organisational and planning abilities.
  • Ability to manage multiple priorities and deadlines effectively.
  • Excellent administrative and project coordination skills.
  • Confidence in following up actions and holding stakeholders accountable.
  • Strong Microsoft Office skills.
  • Experience using CRM systems and reporting tools.


Desirable Skills & Experience

  • Experience in sales support, sales operations or bid coordination.
  • Experience preparing tenders, proposals or bid submissions.
  • Understanding of the energy, utilities, housing or HVAC sectors.
  • Experience using Monday.com or similar CRM/project management platforms.


What We Offer

  • 25 days annual leave, plus bank and public holidays.
  • Employer pension contribution matched up to 4%.
  • Employee Assistance Programme (EAP), providing confidential personal and professional support.
  • Up to 2 paid volunteering days per year through our Do Right with Insite CSR programme.
  • Regular company social events, including annual Summer and Winter celebrations.
  • Hybrid working opportunities.
  • Business travel expenses paid where applicable.


Why Join Us?

This role offers a unique opportunity to become a key member of a growing Solutions team, gaining valuable exposure to business development strategy, sales operations, bid management and commercial planning. If you are looking for a role where you can make a real impact, improve processes and contribute directly to business growth, we'd love to hear from you.

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