Sales Coordinator

4 days ago


San Antonio, Texas, United States SWBC Full time
Job Title: Sales Coordinator

SWBC is seeking a highly skilled Sales Coordinator to join our team. As a Sales Coordinator, you will play a critical role in developing, coordinating, and processing key sales documents for our Financial Institution division.

Key Responsibilities:
  • Construct and distribute key sales documents, such as proposals and contracts, by utilizing approved templates.
  • Process sales documents, such as executed agreements, cancellation notices, etc. through coordination and communication with product owners, corporate departments, and stakeholders.
  • Document key data in our Customer Relationship Management system to ensure client data quality standards.
  • Monitor the Sales Administration email inbox to include handling and responding to requests in a timely manner and within department service standards.
  • Perform 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.
  • Assist sales team in preparation of sales presentations, as needed.
Requirements:
  • 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.
What We Offer:
  • 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.

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