Sales Coordinator

Clark Capital Management Group; Philadelphia (Philadelphia County); On-site; USD 52,000 - 68,000; Full time

Job summary

Clark Capital Management Group in Philadelphia seeks a motivated individual to support the internal and external sales team across multiple regions. The role emphasizes organization, reliability, and proactive problem-solving in evolving client and advisor requests.

Key duties include handling inbound requests for investment proposals and reports, coordinating regional events, managing attendee lists in Salesforce, and ensuring compliance with regulations and firm processes.

Qualifications

• Ability to handle multiple tasks and meet deadlines.
• Familiarity with Excel and ability to learn internal technologies.
• Willingness and enthusiasm to learn about the investment business.
• Strong communication and interpersonal skills.

Responsibilities

• Handle inbound requests for investment proposals, Morningstar reports, and other requests from the sales team and advisors within the territory, ensuring deadlines are met.
• Coordinate and manage events planned in the assigned territory, including tracking attendees and managing invite lists in Salesforce.
• Plan events with venues, ensure suitability for attendees, and oversee logistics and compliance with industry regulations and company processes.
• Maintain knowledge of developing trends and technologies in the industry.
• Perform other duties as required.

Skills

Multitasking

Excel proficiency

Communication skills

Learning aptitude

Tools

Salesforce

Job description

Clark Capital is seeking a motivated individual with proven organizational and sales skills to support the internal and external sales team in multiple assigned regions. The candidate should be a self-starter who is comfortable managing complex and evolving situations. The successful candidate will be a team player, resourceful, and selfless in the execution of all tasks.

Duties and Responsibilities

• Handle inbound requests for investment proposals, Morningstar reports, and other requests as needed from both the Clark sales team and advisors in their assigned territory. Ensure that all tasks are completed by the deadlines that are provided.
• Coordinate and manage events planned in the assigned territory:
• Track attendees and invite lists in Salesforce
• Manage the planning of the event with the venue selected
• Ensure the venue meets the needs of their team and is appropriate for the number of attendees
• Ensure compliance with industry and legal regulations and best practices, and adherence to company processes and procedures
• Maintain knowledge in developing trends and technologies in the industry
• Perform other duties as required

Competencies for Success

• Ability to handle multiple tasks at once and meet deadlines as needed
• Familiarity with Excel, ability to learn and master internal technologies and programs
• Willingness and enthusiasm to learn about the investment business
• Strong communication and interpersonal skills