Regional Coordinator

Valid8 Financial, Inc.; Santa Ana (CA); On-site; USD 40,000 - 55,000; Full time

Job summary

Valid8 Financial, Inc. is seeking a motivated individual for an entry-level Sales/Operations role in Santa Ana, California. The position involves assisting the sales team, nurturing client relationships, and participating in marketing events. Ideal for those seeking career growth in a supportive role, the role includes responsibilities like using Hubspot CRM, attending events, and providing customer feedback. This is a great opportunity for those looking to build a career in sales or operations.

Responsibilities

• Familiarize with programs and tools to support Sales/Operations Team.
• Respond to research requests for Sales/Operations Team.
• Research new target markets for CRM contact information.
• Utilize Hubspot CRM for communication and task management.
• Represent KYA Group at events, conventions, presentations.
• Learn product knowledge to support Regional Advisors.
• Shadow RA sales calls and record client information.
• Assist Project Managers with site surveys and measurements.
• Maintain records of time management with Trinet.
• Support RA's in obtaining client signatures.
• Assist Services department in acquiring subcontractor quotes.
• Build relationships with potential customers.
• Organize marketing events.
• Provide customer feedback to marketing and sales.
• Ensure consistent brand messaging.
• Post company content on social media.
• Travel for trade show support.
• Provide quarterly sales records.

Job description

KYA Services is looking for a motivated and versatile individual to join our expanding team in a position that offers opportunities for career advancement in Sales or Operations.

This entry level role will assist our sales & operations team in enhancing current client relationships and laying the groundwork for attracting new clients and opportunities. It is a support role in sales and operations, offering career training and opportunities for planned growth within our organization.

Essential Duties and Responsibilities - Year ONE

• Familiarize yourself with all programs and tools to support KYA Sales / Operations Team
• Respond to research requests and initiate value add research for Sales / Operations Team
• Proactively research new target markets and populate our CRM system contact information for Regional Advisors
• Utilize our Hubspot CRM lists for effective communication and timely response on all task and action items
• Attend various events, conventions, presentations, etc. as a representative of The KYA Group
• Learn and maintain an understanding of product knowledge & reference marketing materials to support RA’s to inform potential clients and identify needs
• Shadow RA sales calls: record as much information as possible from clients and/or site surveys (product, color, style, lead time, DDD, size of area, etc)
• Assist Project Managers and learn how to accurately measure areas on site surveys (and take photos, when able)
• Accurately enter requests from Sales Team on new opportunities into Hubspot
• Build relationship with Services Team and have an understanding of action steps to support the job cycle
• Maintain accurate records of time management and recording practices with Trinet
• Visit installs, as requested by Sales Team
• Support RA’s to have work releases signed by client in a timely manner, then deliver to Services department
• Take before and after photos of installs, as requested
• Assist Services department with contacting subcontractors to acquire quotes, as necessary
• Networking to build trusting relationships with potential customers
• Word‑of‑mouth marketing techniques to build a customer base
• Assist in organizing marketing events
• Research target markets and identify the point of contact for prospecting
• Provide Customer feedback to the Marketing and Sales departments
• Ensure consistent brand messaging
• Posting company content on social media platforms
• Travel for trade show support and client/salesperson account management
• Provide accurate, supporting sales records on a quarterly basis
• Have a basic understanding of all KYA purchasing contracts