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Sales Coordinator

1 month ago

San Antonio, Texas, United States SWBC Full time
About the Role

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 the Financial Institution division.

This is an excellent opportunity to utilize your administrative, project management, and Salesforce experience to collaborate with a talented team of Subject Matter Experts across multiple products. You will provide support to the Sales Team and solve problems in a fast-paced and dynamic environment.

The ideal candidate will have a Bachelor's Degree in Business Administration, Marketing, Public Relations, Communications, or a related field, and a minimum of one year of administrative experience in a sales or marketing environment. Proficiency in Salesforce, Upland Qvidian, or other related sales tools is preferred.

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.
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
  • Leadership Academy and Mentor Program
  • Continuing education and career certifications
  • Variety of healthcare coverage options
  • Traditional and Roth 401(k) retirement plans
  • Lucrative Wellness Program
About SWBC

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.