Sales Coordinator

CoAd; Jacksonville (FL); On-site; USD 40,000 - 50,000; Full time

Job summary

CoAd is seeking a Sales Coordinator to provide administrative support to the Sales Department and Sales Leadership in the Jacksonville, FL area. You will manage proposals, letters, spreadsheets, contracts, and reports, and help keep CRM data current to support timely sales processes.

You will work with cross-functional teams including marketing, underwriting, and HR to coordinate information, prepare presentations, and support trade shows and client visits.

Qualifications

• : 3-5 years of experience in administrative sales support.

Responsibilities

• Support Regional/Market Sales Management and their respective sales teams.
• Support Sales Coordinator Team/other Sales Teams during periods of peak activity or time off.
• Respond to inquiries and assist those seeking information by ensuring they are routed to the appropriate person.
• Perform various typing and clerical assignments from Sales Team including but not limited to proposals, letters, presentations, spreadsheets, contracts, reports, and forecasts.
• Support Sales Team Process and Procedures including maintaining CRM databases.
• Responsible for keeping CRM information current including but not limited to adding or transferring Accounts or Leads, merging accounts, stage changes, processing dates, document upload, case creation and management, and Chatter notifications.
• Support the entire sales process including gathering and organizing the material to assemble and distribute to the customer as instructed by the sales team member or members.
• Assist in the development of PowerPoint presentations for management, training, and customer sales presentations.
• Work with both sales and underwriting in preparing underwriting submissions.
• Work with both sales and implementation in gathering, reviewing, and submitting closing documents to ensure smooth handoff between departments.
• Work with HR to assist in onboarding new Sales team associates.
• Assist, direct, and train new hires on processes and procedures as needed.
• Responsible for providing Sales Coordinator Manager with daily reporting to support roll-up reporting to Executive Team.
• Maintain adequate inventory levels pertaining to marketing literature and office supplies.
• Reporting equipment, badge or offices issues to appropriate department.
• Work with appropriate departments to coordinate scheduling and required equipment for trade shows or other sales events.
• Attend sales meetings and communicate operational updates to sales teams.
• Assists in the arrangement and coordination of customer/partner/training visits to the company headquarters.
• Regular attendance is required for the position.
• Perform other duties as assigned.

Skills

Interpersonal skills

Communication skills

Organizational skills

Time management

Data analysis

Presentation skills

Team collaboration

Typing 70 wpm

AI tools familiarity

Education

High school degree

Bachelor's degree

Tools

Microsoft Office

PowerPoint

Excel

Outlook

Word

Adobe

Salesforce.com

AI-assisted tools

Job description

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

CoAd is looking to hire a Sales Coordinator to provide administrative support to the Sales Department and Sales Leadership.

This position is open to candidates based in the Jacksonville, FL area.

Key Responsibilities

• Support Regional/Market Sales Management and their respective sales teams.
• Support Sales Coordinator Team/other Sales Teams during periods of peak activity or time off.
• Respond to inquiries and assist those seeking information by ensuring they are routed to the appropriate person.
• Perform various typing and clerical assignments from Sales Team including but not limited to proposals, letters, presentations, spreadsheets, contracts, reports, and forecasts.
• Support Sales Team Process and Procedures including maintaining CRM databases. Responsible for keeping CRM information current including but not limited to adding or transferring Accounts or Leads, merging accounts, stage changes, processing dates, document upload, case creation and management, and Chatter notifications.
• Support the entire sales process including gathering and organizing the material to assemble and distribute to the customer as instructed by the sales team member or members.
• Assist in the development of PowerPoint presentations for management, training, and customer sales presentations.
• Work with both sales and underwriting in preparing underwriting submissions.
• Work with both sales and implementation in gathering, reviewing, and submitting closing documents to ensure smooth handoff between departments.
• Work with HR to assist in onboarding new Sales team associates.
• Assist, direct, and train new hires on processes and procedures as needed.
• Responsible for providing Sales Coordinator Manager with daily reporting to support roll-up reporting to Executive Team.
• Maintain adequate inventory levels pertaining to marketing literature and office supplies.
• Reporting equipment, badge or offices issues to appropriate department.
• Work with appropriate departments to coordinate scheduling and required equipment for trade shows or other sales events.
• Attend sales meetings and communicate operational updates to sales teams.
• Assists in the arrangement and coordination of customer/partner/training visits to the company headquarters.
• Regular attendance is required for the position.
• Perform other duties as assigned.

Required Skills & Experience

• Minimum of 3-5 years of experience in administrative sales support.
• Outgoing personality with strong interpersonal skills.
• Strong professional communication skills (verbal and written).
• Excellent organizational skills; detail oriented.
• Strong time management skills; ability to prioritize and multitask efficiently.
• Collect and analyze information including the ability to summarize and interpret sales data.
• Must be able to effectively present and communicate information to customers and employees in a fast-paced environment.
• Able to work collaboratively with other departments in a result driven and team-oriented environment.
• Expert proficiency in Microsoft Office applications including Outlook, Word, Excel and PowerPoint.
• Experience with Adobe preferred.
• Experience with Salesforce.com preferred.
• Strong typing skills; 70 wpm with a high degree of accuracy preferred.
• Familiarity with AI-assisted tools (e.g., generative AI, copilots) and a willingness to incorporate them into daily workflows.

Educational And Professional Licensing Or Certification Requirements

• High school degree required, Bachelor’s degree preferred

About CoAd

CoAd helps businesses navigate the complexities of workforce management through a combination of technology, expertise, and human support. Serving more than 17,000 clients nationwide, CoAd delivers payroll, HR, benefits administration, compliance support, workforce technology, and PEO services that help organizations simplify operations, support their employees, and drive growth.

Built on the belief that workforce solutions should be integrated, intuitive, and people-centered, CoAd empowers employers to manage their workforce with greater confidence while adapting to the evolving needs of today’s workplace.

EEO

CoAd is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.