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Sales Coordinator

2 months ago

San Antonio TX, United States Southwest Business Corporation Full time

SWBC is seeking a talented individual to develop, coordinate, and process key sales documents for the products of the Financial Institution division in order to gain new clients and cross-sell to existing clients in an effective and efficient manner.

Why you'll love this role:

This is the perfect opportunity to utilize Project Management and Salesforce experience to collaborate with an amazing Team of Subject Matter Experts across multiple products to analyze data and solve problems. This position has the advantage of continuously learning about SWBC while helping to develop innovative processes to meet and exceed goals & objectives

Essential duties include the following:

  • Constructs and distributes key sales documents, such as proposals and contracts by utilizing approved templates.
  • Processes sales documents, such as executed agreements, cancellation notices, etc. through coordination and communication with product owners, corporate departments, and stakeholders. 
  • Documents key data in our Customer Relationship Management system to ensure client data quality standards.
  • Monitors the Sales Administration email inbox to include handling and responding to requests in a timely manner and within department service standards.
  • Performs regular proposal audits with product owners, subject matter experts, and stakeholders to ensure proposal content is accurate and updated with relevant enhancements or program changes.
  • Assists sales team in preparation of sales presentations, as needed.
  • Performs all other duties as assigned.

Serious candidates will possess the minimum qualifications:

  • High School Diploma or GED required.
  • Some college coursework in Marketing, Public Relations, Communications, or related field from an accredited college or four-year university or equivalent work experience required.
  • Minimum of one (1) year administrative support experience in a sales or marketing environment required, preferably in the financial services or insurance industry. 
  • Experience with Salesforce, Upland Qvidian, or other related sales tools preferred.
  • Working knowledge of sales strategies, tactics and tools.
  • Working knowledge of product positioning, promotions, market research, and recognizing trends and opportunities.
  • Proficient Microsoft Office skills, including Outlook, Word, and Excel.
  • Excellent verbal and written communication skills.
  • Excellent and effective editor skills, especially in the areas of grammar, punctuations, style, and the like.
  • Solid business acumen and problem-solving skills.
  • Strong project management skills.
  • Strong analytical and organizational skills to perform multiple work assignments.
  • Able to use basic office equipment, including copy machine, personal computer, and fax.
  • Able to type 40 WPM.
  • Able to develop strong relationships and work with senior level executives.
  • Able to sit for long periods of time performing sedentary activities.
  • Able to stand, stoop, and kneel to perform various job related tasks for long periods of time.
  • Able to push, pull, and lift up to 20 lbs. of brochures, pamphlets, or other similar marketing materials.

SWBC offers*:

  • Competitive overall compensation package
  • Work/Life balance 
  • Employee engagement activities and recognition awards 
  • Years of Service awards
  • Career enhancement and growth opportunities 
  • Emerging Professionals and Mentor Program
  • Continuing education and career certifications 
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans 
  • Lucrative Wellness Program

*Based upon employee eligibility 

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at If interested, please click the appropriate apply button.