Sales Coordinator

Location: Conshohocken, PA

Schedule: Hybrid

Employment Type: Contract / Contract-to-Hire (adjust as needed)

About the Opportunity

LHH is partnering with a growing financial services organization seeking a Sales Coordinator / Sales Administrator to support a team of Regional Sales Directors and business development professionals. This is an excellent opportunity for someone who enjoys building relationships, providing exceptional client support, and working in a fast-paced, professional environment. The role offers exposure to the financial services industry while supporting advisor engagement, sales initiatives, and CRM management activities.

Key Responsibilities

• Support Regional Directors and Sales Team members with advisor and client inquiries.
• Maintain, update, and manage records within Salesforce CRM.
• Coordinate meetings, follow-up activities, and outreach campaigns.
• Assist with inbound requests and ensure timely communication with advisors and partners.
• Research prospective opportunities and gather information to support relationship-building efforts.
• Collaborate with internal departments including Development, Marketing, and other cross-functional teams.
• Track sales opportunities, pipeline activity, and business development initiatives.
• Prepare reports, presentations, and administrative documentation as needed.
• Provide general sales and administrative support to ensure efficient team operations.

Qualifications

• Strong communication, customer service, and relationship-building skills.
• Experience in financial services, wealth management, business development, internal sales, sales support, or a related client-facing environment preferred.
• Proven ability to manage multiple priorities in a fast-paced setting.
• Experience working with CRM platforms, preferably Salesforce.
• Strong organizational skills and exceptional attention to detail.
• Professional demeanor with excellent written and verbal communication skills.
• Proficiency with Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint.
• Associate's or Bachelor's degree preferred, but equivalent experience will be considered.

What Makes You Successful

• Highly organized and proactive.
• Comfortable interacting with professionals at all levels.
• Able to balance multiple projects and deadlines.
• Strong problem-solving skills and a customer-focused mindset.
• Team-oriented with the ability to work independently when needed.

Benefit offerings include medical, dental, vision, life insurance, short-term disability, additional voluntary benefits, EAP program, commuter benefits, and 401K plan. xuwmhxw Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act

• Los Angeles City Fair Chance Ordinance

• Los Angeles County Fair Chance Ordinance for Employers

• San Francisco Fair Chance Ordinance