SAMS Coordinator

Allied Solutions, LLC; Saint Paul (MN); On-site; USD 60,000 - 84,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life and disability insurance

401k with company match

PTO after 1st year — three weeks

Job summary

Allied Solutions, LLC is seeking a Sales and Account Management Support Coordinator to join the SAMS team. You will coordinate, format, and distribute client-facing proposals, presentations, and reports while ensuring alignment with Allied’s brand standards.

The role collaborates across Sales, Product Management, Underwriting, and other SEO teams to support sales effectiveness. You will also assist with CRM administration, inventory and printing/shipping requests, and maintain organized records

Qualifications

• High School Diploma or GED required.
• Bachelor's degree in business administration or marketing, or equivalent combination of education and experience preferred.
• 1+ year of work-related experience required.
• Preferred: Microsoft Office experience in Outlook, Word, Excel, PowerPoint, SharePoint and Lists.
• Preferred: Infor CRM or other CRM platform training or experience.
• Preferred: Smartsheet experience or other work management and collaboration platform.

Responsibilities

• Receive, coordinate, produce, format, and distribute Level I–III proposals, TAP presentations, data summaries, and client-facing reports and materials.
• Ensure all deliverables meet SLAs, Field specifications, and Allied brand standards.
• Monitor and manage the SAMS team inbox and assign tasks.
• Partner with SAMS Manager to assign higher-level tasks to Analysts.
• Track and maintain request tracking within Smartsheet or other systems.
• Update accounts, contact information, opportunities, and activity records in Infor CRM as directed.

Skills

Microsoft Office proficiency

CRM experience

Education

High School Diploma or GED

Bachelor's degree in business administration or marketing

Tools

Infor CRM

Smartsheet

Job description

The Sales and Account Management Support Coordinator serves as a key member of Allied Solutions’ Sales and Account Management Support (SAMS) team, providing operational and administrative support that enables sales and retention effectiveness and reduces administrative burden for Allied's Sales Team (Field). This role collaborates across Sales, Product Management, Underwriting, Risk Management Operations, Bond, and other Sales Enablement & Operations (SEO) teams to coordinate, produce, and distribute client-facing proposals, presentations, reports, sales and training materials. The position also partners directly with financial institution clients, as needed, while ensuring all deliverables accurately represent the Allied brand. Additionally, the role supports CRM administration, inventory management, printing and shipping requests, and other critical sales and retention support functions.

Job Duties and Responsibilities

• Receive, coordinate, produce, format, and distribute Level I–III proposals, Total Advantage Program (TAP) presentations, POS Data One-Pagers, client-facing monthly and quarterly reports, and other sales support materials.
• Ensure all deliverables meet established service-level agreements (SLAs), Field specifications, and Allied brand standards.
• Monitor and manage the SAMS team inbox, serve as the first point of contact for Field requests, assign Level I - III tasks to SAMS Coordinators.
• Partner with the SAMS Manager to assign Level IV - VI tasks to Analyst and Senior Analysts.
• Track and maintain request tracking within Smartsheet or other designated systems.
• Update accounts, contact information, opportunities, lead registration, and activity records within Infor CRM on direction from the Field, Sales Operations and/or product department.
• Perform list extractions and other activities that ensure accurate sales and account management information.
• Coordinate printing, binding and shipping of sales, training and client retention materials to the Field.
• Maintain inventory of shipping and document binding/folder materials; work with the SAMS Manager to purchase materials when stock is low.

Qualifications (Education, Experience, Certifications & KSA)

• High School Diploma or GED required.
• Bachelor's degree in business administration or marketing, or equivalent combination of education and experience preferred.
• 1+ year of work-related experience required.
• Preferred: Microsoft Office experience in Outlook, Word, Excel, PowerPoint, SharePoint and Lists.
• Preferred: Infor CRM or other CRM platform training or experience.
• Preferred: Smartsheet experience or other work management and collaboration platform.

• The salary range reflected is a good faith estimate of the anticipated salary for the position and may vary based on factors described below.
• Compensation at Allied Solutions is determined by various factors, including but not limited to, market data, job posting location, relevant experience, level, skills, and internal equity considerations.
• The projected base salary range for this position is $60,060 to $84,150 (annualized USD).
• This position is also eligible for an annual bonus based on company performance results.
• Medical, dental, vision, life and disability and 401k benefits are part of the employment offering.
• Pay and benefits are subject to change at any time and may be modified at the discretion of the company, consistent with the terms of any applicable compensation or benefit plans.
• This salary range is a good faith estimate, and not a guarantee of the ultimate salary offering.
• We offer our employees a robust compensation package!
• Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more.

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

When you join Allied Solutions, you are part of a company that’s been recognized for its commitment to making an impact. Allied has been ranked by Forbes as one of America's Best Midsize Employers. Allied's customer service team has received the Center of Excellence certification by BenchmarkPortal for eight consecutive years. And in 2022, Allied was honored with a Spirit United award, acknowledging our 13-year relationship with United Way of Central Indiana. As Allied continues to expand into new markets and reach new clients, opportunities to join the company and advance your career grow as well. Allied continually invests in learning and development resources to help you build new skills and advance your career. Come grow with us! Thank you for your interest in Allied Solutions.