Sales Coordinator, Clark Capital

Stratosrj; Philadelphia (Philadelphia County); On-site; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical, dental, and vision

Retirement plan

Paid time off

Parental leave

Job summary

Clark Capital is seeking a Sales Coordinator in Philadelphia to support the internal and external sales team. You will handle inbound requests, coordinate regional events, track referrals, and maintain prospect information using Salesforce.

The role requires strong organizational and communication skills, a collegiate degree, and a hybrid work approach. You will collaborate with advisors and the sales team to meet deadlines and drive growth.

Qualifications

• Bachelor’s degree preferred in business or finance.
• 1 year of general sales support or related experience.
• Strong communication and organizational skills.

Responsibilities

• Handle inbound requests for proposals and reports.
• Coordinate and manage events in the assigned territory.
• Track attendees, manage invite lists, and coordinate venues.
• Ensure compliance with company procedures and deadlines.
• Maintain knowledge of industry trends and internal tools.

Skills

Customer service

Sales support

Telemarketing

Event planning

Account management

Excel

Interpersonal skills

Written and verbal communication

Education

Bachelor’s: Business Administration

Bachelor’s: Finance

Tools

Salesforce

Job description

## Sales Coordinator, Clark CapitalApplylocations: PA - Philadelphia - 1650 Market Street Floor 53time type: Full timeposted on: Posted 8 Days Agojob requisition id: R-0012214**Job Description Summary**Perform customer service, make changes to accounts, and open new accounts. Maintain a sales and referral database and use telemarketing and customer profiling to generate leads. Track referrals, schedule sales appointments, and fulfill requests for information.**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 requiredCompetencies 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* Strong work ethic, self-starter* Excellent verbal and writing skills* College degree preferred**Education**Bachelor’s: Business Administration, Bachelor’s: Finance**Work Experience**General Experience - 7 to 12 months**Certifications****Travel****Workstyle**HybridThe total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.