Sales Coordinator NY/NJ/CT

CoAdvantage Summary:

CoAdvantage is a leading human resource solutions provider for small to mid-sized companies. We are HR experts who partner with small businesses nationwide to administer payroll, benefits, workers’ compensation and core HR management. Headquartered in Bradenton, Florida, CoAdvantage has offices throughout Florida, Georgia, Alabama, Texas, Oklahoma, Colorado, California, North Carolina, New Jersey and New York, and serves more than 100,000 worksite employees in all 50 states. We’re looking for the best professionals in our markets who are interested in building a successful and rewarding career and be part of a focused, energetic team dedicated to delivering excellence to America’s small business owners.

Position Summary:

The Sales Coordinator provides administrative support to Sales Department and Senior VP, Sales. 

This position is open to New York, New Jersey, and Connecticut.

Essential Job Functions:

• Support Regional/Division Sales Management and their respective sales teams.
• Support Sales Coordinator Team/other Sales Teams during periods of peak activity or time off.
• Respond to inquiries and assist those seeking information by ensuring they are routed to the appropriate person.
• Perform various typing and clerical assignments from Sales Team including but not limited to proposals, letters, memos, presentations, spreadsheets, contracts, reports, and forecasts.
• Support Sales Team Process and Procedures including maintaining CRM databases. Responsible for keeping CRM information current including but not limited to adding or transferring Accounts or Leads, account team updates, stage changes, processing dates, and document upload.
• Support the entire sales process including gathering and organizing the material to assemble and distribute to the customer as instructed by the sales team member or members.
• Assist in the development of PowerPoint presentations for management, training, and customer sales presentations.
• Work with both sales and underwriting in preparing underwriting submissions.
• Work with both sales and implementation in gathering and reviewing closing documents to ensure smooth handoff between departments.
• Work with HR to assist in onboarding new Sales team associates.
• Assist, direct, and train new hires on processes and procedures as needed.
• Responsible for providing Sales Director with weekly sales report to include booking for the month, QTD, and YTD results.
• Responsible for providing Sales Operations Administrator with weekly sales reports to support roll-up reporting to Executive Team.
• Maintain adequate inventory levels pertaining to marketing literature and office supplies.
• Reporting equipment, badge or offices issues to appropriate department.
• Work with appropriate Departments to coordinate scheduling and required equipment for trade shows or other sales events.
• Attend sales meetings and communicate operational updates to sales teams.
• Assists in the arrangement and coordination of customer/partner/training visits to the company headquarters.
• Regular attendance is required for the position.
• Performs other duties as assigned.
• Demonstrated ability to use AI tools effectively, including crafting clear prompts and critically evaluating outputs for accuracy and bias.
• Experience leveraging AI-powered tools to accelerate work, with sound judgment about when and how to apply them.
• Ability to integrate AI assistants into existing workflows while maintaining quality standards and human oversight.

Required Skills and Experience:

• Minimum of 3-5 years of experience in administrative sales support.
• Outgoing personality with strong interpersonal skills.
• Strong professional communication skills (verbal and written).
• Excellent organizational skills; detail oriented.
• Strong time management skills; ability to prioritize and multitask efficiently.
• Collect and analyzing information including the ability to summarize and interpret sales data.
• Must be able to effectively present and communicate information to customers and employees in a fast paced environment.
• Able to work collaboratively with other departments in a result driven and team oriented environment.
• Expert Proficiency in Microsoft Office Applications including Outlook, Word, Excel and PowerPoint.
• Experience with Salesforce.com preferred

Educational and Professional Licensing or Certification Requirements:

• High school degree required, Bachelor’s degree preferred

EEO

CoAdvantage is committed to providing equal employment opportunities to all employees and applicants without regard to race, color, religion, national origin, ancestry, citizenship status, age, sex (including pregnancy, childbirth, breast feeding and pregnancy-related medical conditions), gender, gender identity or expression, sexual orientation, marital status, uniform service member and veteran status, disability, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances.