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Marketing & Sales Coordinator
2 months ago
The
Sales
Coordinator is an associate-level sales support position primarily responsible for supporting executive level business development in prospect and client relationship management,
assisting
in setting up business development events/trips/conferences, and coordinating with our marketing team to ensure consistent social media and email marketing initiatives. This role also involves sales support responsibilities and
serves as
the primary service contacts for prospects, helping to ensure client satisfaction and consistent business development efforts. This role supports both Lender Services and Private Equity Service markets. The main duties of the
Sales
Coordinator can be summarized as follows:
Primary Responsibilities:
Develop a unique marketing/sales calendar for each of the practice areas within Private Equity and Lenders Services with input from practice leaders.
Incorporate email campaigns, social media posts, city visits, and conferences into the calendar with a cadence to be
determined
by practice area leaders.
Submit weekly progress reports.
Collaborate with the Marketing Coordinator to develop campaign content for
ConstantContact
and cadence.
Assist
in execution of campaigns
utilizing
Levitate via individual email (Outlook) accounts.
Work with practice leaders and Marketing Coordinator to prepare and post social media content weekly.
Monitor and report on individuals’ social media effectiveness (e.g., impressions, likes, reposts).
Identify
city visits based on current and potential clients.
Coordinate visits, including setting appointments and preparing meeting briefs.
Prepare business development executives with relevant client information for meetings.
Identify
relevant conferences for general industry and specific practice areas.
Coordinate conference activities, including obtaining attendee lists and setting meetings.
Prepare attendees with briefing materials and ensure periodic attendance at booths if applicable.
Identify
and
maintain
a list of current overlapping clients and potential overlapping clients.
Manage and
maintain
a pipeline of interested prospects who have not
purchased
from the company previously.
Record and
assist
in recording and tracking all activities in Salesforce CRM and
maintain
and update the database.
Performs other related duties a
s assigned.
Qualifications & Experience:
Associate’s Degree in Business
, Communications,
Marketing
or related field,
required
;
Bachelor’s degree in
Business,
Communications
, Marketing,
or related field,
preferred
.
1
-3
years of
sales
or
administrative
experience
,
required
;
in professional
services,
preferred
.
Excellent interpersonal communication, extraordinary organizational skills, and strong collaboration ability.
Ability to handle and
maintain
confidential information conscientiously.
Proficien
cy
in Microsoft Office Suite.
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