Sales Support Coordinator
3 weeks ago
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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