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Sales Development Coordinator

2 months ago

San Antonio, Texas, United States Southwest Business Corporation Full time
About This Role

Southwest Business Corporation (SWBC) is seeking a highly skilled Sales Coordinator to join our team. As a Sales Coordinator, you will play a critical role in supporting our sales team by developing, coordinating, and processing key sales documents.

Key Responsibilities
  • Document Development: Construct and distribute key sales documents, such as proposals and contracts, by utilizing approved templates.
  • Sales Document Processing: Process sales documents, such as executed agreements, cancellation notices, etc. through coordination and communication with product owners, corporate departments, and stakeholders.
  • Data Management: Document key data in our Customer Relationship Management system to ensure client data quality standards.
  • Email Management: Monitor the Sales Administration email inbox to include handling and responding to requests in a timely manner and within department service standards.
  • Proposal Audits: 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.
  • Sales Support: Assist sales team in preparation of sales presentations, as needed.
  • Additional Duties: Perform all other duties as assigned.
Requirements
  • Education: 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.
  • Experience: Minimum of one (1) year administrative support experience in a sales or marketing environment required, preferably in the financial services or insurance industry.
  • Skills: 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, punctuation, 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.
  • Physical Demands: 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.
What We Offer
  • Competitive Compensation: Competitive overall compensation package.
  • Work-Life Balance: Work/Life balance.
  • Employee Engagement: Employee engagement activities and recognition awards.
  • Career Growth: Career enhancement and growth opportunities.
  • Wellness Program: Lucrative Wellness Program.
  • Healthcare Coverage: Variety of healthcare coverage options.
  • Retirement Plan: Traditional and Roth 401(k) retirement plans.