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Sales Operations Coordinator

2 months ago

Palm Beach Gardens, Florida, United States Maxwell Leadership Full time
Job Title: Sales Administrator

Maxwell Leadership is seeking a highly organized and detail-oriented Sales Administrator to support our sales team and ensure the smooth operation of the sales process. This role is vital for managing administrative tasks, project management, and maintaining accurate data within our systems.

Responsibilities:
  • Schedule and manage appointments for Sales Team initiatives, including the International Maxwell Conference (IMC) live events.
  • Organize and schedule Sales Team's offsite retreats.
  • Add and scrub new leads in Salesforce, check for duplicates, and reassign as needed.
  • Input leads from various sources and assign them to appropriate Program Advisors (PAs).
  • Close and verify sales daily in Salesforce to ensure accurate reporting, including confirming that commitment forms (CFs) are submitted for all sales, the correct amount is charged/received, and commissions are properly calculated.
  • Regularly update and correct Salesforce data as needed.
  • Send follow-up emails and provide training to PAs when necessary.
  • Manage, run, and confirm payments for manual sales.
  • Maintain regular communication with graphic designers.
  • Submit and manage IT and Marketing tickets on behalf of the Sales Team, following up on completion timelines.
  • Create/update monthly offers in Salesforce and sales tool flyers.
  • Update monthly pricing offers and communication to the company.
  • Provide basic technical support to the Sales Team on company-paid systems.
  • Send and manage emails for monthly end-of-month initiatives via HubSpot.
  • Manage multiple send and suppression HubSpot lists for PAs.
  • Work closely with the Sales Director to monitor the Sales Team's performance and help hold them accountable for meeting sales quotas.
  • Document processes and create Standard Operating Procedures (SOPs) for key sales platforms like Salesforce, ScheduleOnce, and HubSpot.
  • Ensure proper maintenance of Salesforce data hygiene, pipeline reporting, and accurate sales forecasting.
  • Provide daily support to PCs by answering questions, reassigning leads, and handling various requests.
  • Manage the lead queue and oversee lead distribution, especially during PC vacation time or emergencies.
  • Assist with creating redline contract amendments for special payment options and certification transfers.
  • Assist Sales Team in sending out commitment forms and emails when they are not available to do so.
  • Oversee the data management for sales contests and campaigns.
  • Oversee the data and management for Team Member contests.
  • Lead regular training sessions and team calls, when the Sales Director is unavailable.
  • Create new Salesforce email templates and update existing ones.
  • Maintain the Sales Team Training Platform, uploading calls, documents, and creating new courses for new hires, advanced training, and new sales tools.
  • Perform daily checks to ensure incoming sales, commitment forms, receipts, and Salesforce data are aligned.
  • Collaborate with International Teams on upsells, leads, and communication efforts.
  • Communicate on the PAs behalf on qualified bonuses for Team Members.
  • Help manage for adding new sales leads.
  • Communicate to admin, IT, and marketing behalf of Sales Director in creation of new initiatives.
  • Assist in closing sales and prepare final data for executive reporting.
  • Support additional requests as needed in a fast-paced environment.
Requirements:
  • Strong communication and interpersonal skills.
  • Highly organized and detail-oriented with excellent multitasking abilities.
  • Proficiency in Salesforce, HubSpot, Excel, ScheduleOnce, and other relevant tools.
  • Ability to work in a fast-paced environment and support team members as needed.
  • Commitment to the company's core values of service, excellence, responsibility, and teamwork.
  • Physical requirements include prolonged periods of sitting at a desk and the ability to lift up to 15 pounds.