Sales Coordinator

PriorityOne Payroll; Town of Malta (NY); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Company paid PTO

6 Paid Company Holidays

401k with Profit Sharing

Group Long Term Disability and Life

100% Employee Paid Health Insurance

Vision and Dental Insurance

Job summary

Priority One Payroll is seeking a Sales Coordinator to support the Sales Team and CRM usage, ensuring an error-free, excellent sales experience. You’ll coordinate inbound marketing, manage the sales funnel for clients and partners, and relay insights to leadership.

You will nurture relationships across the organization, communicate effectively, and help prepare Sales documentation, aiming to close deals and hand off to onboarding, with routine CRM reporting and process improvement

Qualifications

• Bachelor’s degree in Finance, Accounting, Business or related - desired
• Demonstrated success quarterbacking a sales team and CRM software - required
• Demonstrated success standing up, or improving the functionality of, a CRM solution - desired
• History of success operating in customer facing roles - required
• Demonstrated success rapidly building and maintaining relationships across an organization - required
• History of excellence in communication (verbal and written), active listening, overcoming objections, risk mitigation, and problem-solving - required
• Proven ability to manage multiple projects/priorities at the same time while prioritizing deliverables day-to-day - required
• History of continued learning, and success translating learning into practice and results - required
• Working knowledge of Microsoft Office or Google Suite - required
• Working knowledge of Execupay, PlatinumPay, Xpress, and SwipeClock software or similar - desired
• History of success operating within the Payroll lifecycle, or similar high attention to detail role(s) - desired
• Fundamental Payroll Certification or Certified Payroll Professional Certification - desired note: Priority One Payroll will pay for the certification exam every 3 years. A $1,000.00 bonus will be paid for the first certification only.

Responsibilities

• Become an expert user/in-house trainer and champion the adoption of the CRM tool (inbound marketing & sales funnel coordination) while operating as the data base administrator
• Become an expert voice across payroll, and payroll adjacent services, and Priority One's primary markets and partners
• Maintain a "full" sales funnel with effective inbound marketing and partner coordination
• Coordinate inbound sales calls through the CRM appropriately and without error
• Market Qualify Leads and distribute them accordingly to the appropriate Sales Specialist
• Prepare, on-time and without error, Sales documentation packages in support of the Sales Specialists
• Quarterback the deal close/win and handoff to the New Client Onboarding Team
• Coordinate all periodic CRM reporting for the Sales team in total
• Support the collection of Voice of Customer (VoC) and communicate it to the Sales Manager, and as appropriate the Sales Team in total
• Communicate all lessons learned to the Sales Manager, and as appropriate the Sales Team in total
• Operate within and continually improve the associated business processes and/or work instructions

Skills

Sales leadership

CRM optimization

Customer facing

Relationship building

Communication skills

Project management

Continuous learning

MS Office/Google Suite

Payroll software

Payroll lifecycle knowledge

Education

Bachelors in Finance/Accounting/Business

Tools

Execupay

PlatinumPay

Xpress

SwipeClock

MS Office/Google Suite

Job description

Company Summary

Priority One Payroll is the premier New York Capital District small business payroll outsourcing company.

Priority One Payroll delivers tailored payroll services designed to meet the individual needs of every client, from complete payroll tax preparation and administration, to services including direct deposit, garnishment service, benefit time accrual, workers' compensation insurance, time and attendance solutions, 401k offerings and much more.

With superior customer service and a state-of-the-art payroll platform, Priority One Payroll provides the best of both worlds: great service at a great price.

Position Summary

Reporting to the Sales Manager, the Sales Coordinator is accountable for supporting the Sales Team and Customer Resource Management (CRM) tool, ensuring prospective customers have an error free and overall outstanding sales experience. Success in this role requires inbound marketing coordination, sales funnel coordination (both clients and partners), strong attention to detail, the appetite to follow Sales processes, and the overwhelming desire, and ability, to communicate effectively.

The foundation of Priority One Payroll's success is built in the sales funnel, where exceptional client rapport, attentive portfolio management, and strong communication between Sales and Operations first take shape.

How You'll Make an Impact

• Become an expert user/in-house trainer and champion the adoption of the CRM tool (inbound marketing & sales funnel coordination) while operating as the data base administrator
• Become an expert voice across payroll, and payroll adjacent services, and Priority One's primary markets and partners
• Maintain a "full" sales funnel with effective inbound marketing and partner coordination
• Coordinate inbound sales calls through the CRM appropriately and without error
• Market Qualify Leads and distribute them accordingly to the appropriate Sales Specialist
• Prepare, on-time and without error, Sales documentation packages in support of the Sales Specialists
• Quarterback the deal close/win and handoff to the New Client Onboarding Team
• Coordinate all periodic CRM reporting for the Sales team in total
• Support the collection of Voice of Customer (VoC) and communicate it to the Sales Manager, and as appropriate the Sales Team in total
• Communicate all lessons learned to the Sales Manager, and as appropriate the Sales Team in total
• Operate within and continually improve the associated business processes and/or work instructions

What You Must Bring to This Role

• Bachelor’s degree in Finance, Accounting, Business or related - desired
• Demonstrated success quarterbacking a sales team and CRM software - required
• Demonstrated success standing up, or improving the functionality of, a CRM solution - desired
• History of success operating in customer facing roles - required
• Demonstrated success rapidly building and maintaining relationships across an organization - required
• History of excellence in communication (verbal and written), active listening, overcoming objections, risk mitigation, and problem-solving - required
• Proven ability to manage multiple projects/priorities at the same time while prioritizing deliverables day-to-day - required
• History of continued learning, and success translating learning into practice and results - required
• Working knowledge of Microsoft Office or Google Suite - required
• Working knowledge of Execupay, PlatinumPay, Xpress, and SwipeClock software or similar - desired
• History of success operating within the Payroll lifecycle, or similar high attention to detail role(s) - desired
• Fundamental Payroll Certification or Certified Payroll Professional Certification - desired
  note: Priority One Payroll will pay for the certification exam every 3 years. A $1,000.00 bonus will be paid for the first certification only.

Compensation, Benefits & Fun Stuff

• Company paid PTO
• 6 Paid Company Holidays
• 401k with Profit Sharing
• Group Long Term Disability and Life Insurance
• 100% Employee (Single Only) Paid Health Insurance and Health Savings Plan
• Vision and Dental Insurance

Working Conditions & Physical Efforts

• Work is performed in an office work environment
• May be required to lift up to 30 lbs.
• Ability to sit for a prolonged period of time
• Visual functions being those of near vision, depth perception, and ability to adjust focus
• Talking and hearing occur continuously in the process of communicating with leadership and client businesses
• Transportation to & from work locations
• Finger dexterity is needed to access, enter, and retrieve data using a computer keyboard or operate equipment
• No or very limited exposure to physical risk