Sales Support Coordinator

Mortgage Connect, LP; Coraopolis (Allegheny County); On-site; USD 50,000 - 60,000; Full time

Job summary

A prominent mortgage services company located in Coraopolis is seeking a Sales Support Coordinator responsible for aiding the Vice President of Client Management and supporting sales initiatives. The ideal candidate will have strong administrative and data analytics experience, excellent communication skills, and familiarity with CRM systems. Responsibilities include managing sales documentation, assisting the sales team, and maintaining the CRM data. This role entails a collaborative effort with various departments to achieve sales goals while ensuring high-quality service for clients.

Qualifications

• 3-5 years of related work experience.
• Ability to build working relationships at multiple levels.
• Self-directed and motivated personality.

Responsibilities

• Assist in the execution of marketing and sales initiatives.
• Provide support for the sales cycle activities.
• Maintain quarterly and annual sales documentation.
• Update and manage the company's CRM platform.

Skills

Proficient with Microsoft Office Suite

Strong verbal and written communication skills

Excellent time management skills

Ability to handle change and ambiguity

Collaborative team player

Education

Undergraduate Degree (Marketing, Communications or Business)

Tools

Microsoft Office Suite

Adobe

Visio

Job description

Department

Sales

Position Title

Sales Support Coordinator

FLSA

Exempt

Reports to

Vice President, Client Management

For California, Colorado, and New York applicants, the salary range is $50,000 - $60,000

Summary

The Sales Support Coordinator is responsible for assisting the Vice President of Client Management and the Sales and Account Management Teams with day-to-day execution of marketing and sales initiatives. This position requires Intermediate Administrative and data analytics experience. This position is also responsible for assisting in client implementation and success. Additional responsibilities include working with Operations, Technology and Shared Service departments to promote the sales goals and initiatives. The position requires a balance of assertiveness, teamwork and excellent communication skills to ensure the Sales Team has the internal support to provide the highest quality of service to our clients. Minimal travel is required.

Essential Duties and Responsibilities

• Work closely with the sales team and account management to provide day-to-day support of the sales cycle activities
• Assist in printing and packaging of client presentations, proposals and marketing related information
• Assist Sales and Account Management in generating monthly management reporting
• Assist Sales and Account Management in collecting and updating internal documentation with market intelligence information on competitor offerings, pricing, distribution channels, market trends and other necessary market information
• Create and maintain Quarterly and Annual Sales Plan Documentation and tracking
• Transcribe, maintain, and distribute notes from group calls and client discussions
• Create Rep-by-Rep Sales Plan tracking report and manage all sales-related MBO reports
• Assist sales team with maintaining and creating workflows and contact sheets to ensure information is accurate and up-to-date
• Assist with new client set up and implementation
• Responsible for updating Pipelines; every other week or when requested
• Assist with preparation of various custom marketing materials for meetings and client presentations using MS Office Suite, Adobe, and Visio
• Assist with our CRM platform as needed - Including:
  • Create custom fields, screens, and reports
  • Add internal reports, metrics, volumes, and revenue into the operating
  • Manage all data and create long term path for software for internal operational use
• Daily use of the company CRM system to create, develop, report, document, and track customer activities including but not limited to initial introduction, customer set up, conference calls, visits and process discussions
• Complete any additional tasks and assignments as requested

Qualifications

• Proficient with Microsoft Office Suite (Word, Excel, PowerPoint) or other documentation/presentation tools.
• Knowledge of Microsoft Publisher and Visio a plus, but not required
• Strong verbal and excellent written communication skills; strong attention to detail
• Excellent time management skills
• Proven ability to develop working relationships at multiple levels of the organization
• Collaborative team player with the ability to build consensus
• Ability to handle change and ambiguity
• Effective in a fast paced environment
• Ability to be Self-directed and motivated
• Office hours, 8:30am to 5:00pm, Monday through Friday, on call 24/7 with frequent nights and weekends

Experience, Education and Licensure

• Undergraduate Degree (Marketing, Communications or Business Degree) or equivalent work experience
• 3-5 years of related work experience