Strategic Sales Support Coordinator

LHH; Pennsylvania; On-site; USD 45,000 - 65,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Short-term disability

Commuter benefits

401K plan

Paid leave

EAP program

Job summary

LHH is partnering with a growing financial services organization seeking a Sales Coordinator / Sales Administrator to support a team of Regional Sales Directors and business development professionals. This role involves CRM management, communications with advisors and partners, and cross-functional collaboration.

The ideal candidate has strong communication skills, experience in financial services or sales support, and proficiency in Salesforce and Microsoft Office.

Qualifications

• Strong communication and relationship-building skills.
• Experience in financial services or sales support is preferred.
• Proficient with Salesforce CRM.
• Highly organized with attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Support Regional Directors and Sales Team members with advisor and client inquiries.
• Maintain, update, and manage records within Salesforce CRM.
• Coordinate meetings, follow-up activities, and outreach campaigns.
• Assist with inbound requests and ensure timely communication with advisors and partners.
• Research prospective opportunities and gather information to support relationship-building efforts.
• Collaborate with internal departments including Development, Marketing, and other cross-functional teams.
• Track sales opportunities, pipeline activity, and business development initiatives.
• Prepare reports, presentations, and administrative documentation as needed.
• Provide general sales and administrative support to ensure efficient team operations.

Skills

Communication

Customer service

Relationship-building

Salesforce CRM

Multitasking

Microsoft Office

Education

Associate's or Bachelor's degree preferred

Tools

Salesforce

Microsoft Office Suite

Job description

LHH is partnering with a growing financial services organization seeking a Sales Coordinator / Sales Administrator to support a team of Regional Sales Directors and business development professionals. This role involves CRM management, communications with advisors and partners, and cross-functional collaboration.

The ideal candidate has strong communication skills, experience in financial services or sales support, and proficiency in Salesforce and Microsoft Office.