Sales Coordinator

1 month ago

Orlando, Florida, United States FREEMAN Full time

About Us

Freeman is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry's largest network of experts, Freeman's insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions leverage a 96-year legacy in event management as well as new technologies to deliver moments that matter.

Summary

The AV Sales Coordinator is responsible for supporting the AV Growth organization with system processes, data integrity, budget reviews, billing, and training as new initiatives and processes change. This role assists with maintaining the Salesforce data in the CRM to ensure the accuracy of the data.

This position will support our AV Growth (Sales) team and is eligible to work a remote schedule.

Essential Duties & Responsibilities

  • Maintain knowledge of various Freeman systems and how the data flows from one system to the next.
  • Maintain data integrity in Salesforce by creating/editing Accounts, Contacts, Campaigns, and Opportunities.
  • Assist with Account and Opportunity Team Member assignments as needed.
  • Assist in reassigning Accounts and Opportunities as needed.
  • May create/run reports in Salesforce to support overall AV Growth Team/Leaders.
  • Create Project Numbers (WBS) for Booked business.
  • Collaborate with Sales Enablement, Accounting, Customer Experience, and other internal departments as needed.
  • Review Excel QuoteBuilder budgets (check formulas, spell check, formatting).
  • Submit billing request for Deposit Invoices, Final Invoices, Credit Memos, and Voids.
  • Research customer payment status in SAP BRM.
  • Research Customer Tax Exemption Certificates.
  • Review Customer Business Partner is SAP BRM and TFC status in CMA.
  • Run job cost reports in SAP.
  • Assist with month end closing with AV revenue accrual tracking.
  • Download SAP Invoice or run Invoice Summary Report
  • Submit Workfront Request (Task Assignments, Project Setup/Close, Budget Design, Certificate of Insurance, Box Folder Setup) as needed.
  • Assist with Travel and Expense Reports as needed.
  • Assist with Vendor set-up and vendor invoice processing as needed.
  • Run Power BI reports as needed for assistance.
  • Service level agreement to respond within (3) business days for request for assistance.
  • Assist with other projects as needed.
  • Participate in system enhancements, UAT, and other initiatives as needed.

Education & Experience

REQUIRED

  • Excellent customer service and organizational skills
  • 2 or more years related sales support or project management experience
  • Must be a team player and able to collaborate with others
  • Ability to learn multiple internal systems
  • Multi-task multiple projects at one time
  • Attention to detail
  • Working knowledge of all Microsoft applications

PREFFERED

  • Associate degree
  • Salesforce

Travel Requirements

Travel up to 25%

What We Offer

Freeman provides benefits that aim to empower our people and their families to thrive mentally, physically, and financially. These are a handful of the types of programs and benefits our full-time people may be eligible for. There may be some variances in specific benefits across regions.

  • Medical, Dental, Vision Insurance
  • Tuition Reimbursement
  • Paid Parental Leave
  • Life, Accident and Disability
  • Retirement with Company Match
  • Paid Time Off

Diversity Commitment

At Freeman, our commitment to diversity and inclusion is helping us to create not only a great place to work, but also an environment where our employees, our customers and our communities around the world can reach their goals and connect with each other. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status and other characteristic protected by federal, state or local laws.

#LI-Remote


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