Sales Operations Coordinator - Grow with Data & CRM

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 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.