Sales Support Coordinator

3 weeks ago


San Antonio, United States Randstad Digital Americas Full time

Title: Sales Support Coordinator

Duration: Open Ended (w2 contract/full time hours)

Shift: M-F 7:30 AM-4:30 PM CST

Locations: Working remote 2 days (Mon\Fri) in office: 3 days (Tues-Thurs) off Wiseman Blvd, San Antonio, TX, 78251


We are seeking a highly motivated and organized individual to join our clients team as a Sales Support Coordinator. The ideal candidate will have experience in sales support and customer service, and will be committed to providing exceptional support to our clients sales team.


Required Skills

- Strong attention to detail and accuracy in work.

Strong communication skills

Excellent customer service abilities

Proficiency in sales support software CRM

Excellent time management and organizational skills

Strong problem-solving skills

Ability to handle multiple tasks simultaneously

Sales and customer relationship management experience

Ability to work under pressure and meet deadlines


Job Duties

-- Provides scheduling and administrative support to sales force members (one [1] Sales Support Coordinator per two [2] sales force members).

- Makes scheduling calls and sends scheduling emails based on sales team preferences.

- Secures ten (10) meetings with Financial Advisors weekly per sales force member (total of 20 per week), working from lists provided by Client and tracked in Clients CRM system.

- Proactive scheduling activities (scheduling phone calls and scheduling emails). Minimum of 80-100 Scheduling calls per week.

- Utilizes scheduling tools in client relationship management system (CRM) to ensure all meeting attendees are tracked.

- Works with sales force members to update/classify/segment contacts in CRM.

- Identifies potential meetings or business opportunities by tracking visit rotations and/or conducting research using various resources and data management tools (i.e., internet searches, CRM reports).

- Coordinates meeting logistics, confirms meetings, and reschedules canceled meetings.

- Schedules travel and coordinates visit preparation.

- Sends literature and other requested materials to meeting participants.

- Coordinates travel arrangements (e.g., airfare, hotel, transportation) on behalf of the sales team member.

- Orders meeting materials and literature.

- Prepares, confirms and tracks invitations, utilizing CRM as appropriate.

- Collects data and provides information regarding meeting content delivered and other feedback from attendees.

- Demonstrates working knowledge of CRM and ability to apply it to work assignments.


Job Requirements

- Provides scheduling and administrative support to 2 Salesforce members

-Makes scheduling calls and sends scheduling emails based on sales team preferences

-Secure 10 high quality meetings weekly per Salesforce member (total of 20 per week)

-Proactive scheduling activities (scheduling phone calls and scheduling emails) Minimum of 80-100 Scheduling calls per week

-Utilizes scheduling tools in client relationship management system (CRM) to ensure all meeting attendees are tracked.

-Works with sales force member to update/classify/segment contacts in CRM.

-May identify potential meetings or business opportunities by tracking visit rotations and/or conducting research using various resources and data management tools (i.e., internet searches, CRM reports).

-Coordinates meeting logistics, confirms meetings, and reschedules canceled meetings.

-Schedules travel and coordinates visit preparation

-Sends literature and other requested materials to meeting participants.

-Coordinates travel arrangements (e.g., airfare, hotel, transportation) on behalf of the sales team member.

-Orders meeting materials and literature.

-Prepares, confirms and tracks invitations, utilizing CRM as appropriate.

-Collects data and provides information regarding meeting content delivered and other feedback from attendees.

-Demonstrates working knowledge of CRM and ability to apply it to work assignments.


Desired Skills & Experience

- Strong communication skills

Excellent customer service abilities

Proficiency in sales support software CRM

Excellent time management and organizational skills

Strong problem-solving skills

Ability to handle multiple tasks simultaneously

Sales and customer relationship management experience

Ability to work under pressure and meet deadlines

Strong attention to detail and accuracy in work.



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