Sales Coordinator
Sales Coordinator
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Job Description
- Sales Support:
- Assist the sales team in daily operations by organizing schedules coordinating meetings and preparing sales presentations.
- Serve as a point of contact for the sales team with other departments (e.g. marketing finance product) to streamline processes and resolve issues.
- Assist the sales team in daily operations by organizing schedules coordinating meetings and preparing sales presentations.
- CRM & Data Management:
- Update and maintain customer records in the CRM system (e.g. Salesforce HubSpot) and ensure data accuracy.
- Generate sales reports and performance metrics to track progress and provide insights to the sales team and management.
- Update and maintain customer records in the CRM system (e.g. Salesforce HubSpot) and ensure data accuracy.
- Order Processing & Documentation:
- Handle all salesrelated paperwork including order entries contracts and invoicing ensuring compliance with company and regulatory policies.
- Prepare proposals agreements and other sales documentation in alignment with company guidelines.
- Handle all salesrelated paperwork including order entries contracts and invoicing ensuring compliance with company and regulatory policies.
- Customer Coordination & Support:
- Communicate with clients and respond to inquiries or escalate issues to relevant departments as needed.
- Gather and manage customer feedback working with the sales team to ensure customer satisfaction and resolve concerns promptly.
- Communicate with clients and respond to inquiries or escalate issues to relevant departments as needed.
- Sales Process Improvement:
- Identify areas to optimize the sales process including documentation tracking and reporting.
- Support the development and implementation of best practices for the sales team and assist with training new team members on processes and tools.
- Identify areas to optimize the sales process including documentation tracking and reporting.
- Administrative Tasks:
- Organize sales team meetings take notes and prepare followup action items.
- Coordinate participation in events conferences and client meetings including scheduling logistics and materials preparation.
- Organize sales team meetings take notes and prepare followup action items.
Requirements
Employment Type
Full Time
Company Industry
Financial Services / Insurance Agencies and Brokerages / Investment Banking
