Sales/New Business Operations Coordinator

As the sales operations coordinator, you will be the first point of contact for potential customers and will play a key role in expanding our pipeline and growing our client base. You’ll be responsible for generating and qualifying leads, setting up meetings, and helping to close deals. This role offers an excellent opportunity to develop your sales career while working with a dynamic and supportive team.

Summary of Key Responsibilities

This position is primarily responsible for assisting Sales and Business Development teams, setting up new clients, processing jobs and bids in designated software, maintaining and updating CRM and generating various reports for Sales Leadership.

Responsibilities

• This position is primarily responsible for supporting the sales team in all aspects of the sales process by performing the following duties:
• Manage customer phone calls and/or emails regarding leads and/or estimating/job status inquiries and schedule sales team accordingly
• Become “expert” in Jobba CRM to support clients and internal users to ensure that CRM is leverageable to capture building data for asset management purposes.
• Verify New Client turnover sheet, Client Information, Site list, Rates, etc.
• Accept and record payments for on-going jobs in CRM and Accounting software
• Create and send deposit invoices for contracted capital project replacements.
• Create proposal packets and information folders for business meetings, etc.
• Take minutes and distribute to team after weekly sales meetings
• Assist sales teams by coordinating key sales meetings, ‘Lunch and Learns’, ordering gift cards, and other materials
• Assists sales team and Business Development with proposal generation and RFP follow-ups
• Prepare regular reports on sales activities and customer engagement, providing actionable recommendations on areas of opportunity, improvement and successes.
• Assist with lead qualification and prospect research.
• Analyze sales data and trends to identify growth and declines.
• Monitor and track monthly sales metrics and KPI’s, keeping the My90 tool updated.
• Assist with onsite event management and handle post-event follow-up.
• Partner with sales and operations leadership to continually develop improved processes.
• Assist in renewing annual customer contracts and manage contract expiration dates
• Update List of Current Contracts – Start & end dates
• Manage shared folders to ensure all executed docs, COI, Rate cards are available in account specific folders.
• Manage the Business Development email and dissemination of information to appropriate teams
• Liaison with internal teams (finance, capital production and service/client care) as needed.
• Manage the RFP Process
• Manage the circulation to internal team contracts for review and input with return date
• Compile all internal redlines and comments & send approved draft agreement
• Manage Client COI’s
• Other Duties as assigned

Education Requirements

• Bachelor’s degree or equivalent experience is preferred. High school diploma.

Experience Requirements

• Up to 5 years related experience and/or training in customer service, sales support; or equivalent combination of education and experience.

Desired Skills

• Interpersonal Skills. Must have excellent oral communication skills with the ability to interface with many different audiences. Must have strong relationship-building skills.
• Analytical Skills. Must have strong analytical and business skills. Must be able to present complex information clearly and concisely. Must have a strong analytical orientation and ability to apply analytical concepts to complex business problems.
• Time Management Skills. Must have planning, prioritizing, and coordinating skills. Must have strong organizational skills. Must be capable of working independently with minimal supervision. Must have the ability to work in a stressful, deadline-oriented environment that requires complex, technical information and decision-making.

Qualifications

• To perform this job successfully, an individual should have knowledge of Microsoft Office.

Benefits

• Competitive salary based on experience