Sales Admin

Sales Coordinator / Sales Administrator

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.

Benefits of the Role

• Hybrid work schedule.
• Exposure to the financial services and wealth management industry.
• Opportunity to work alongside experienced sales and business development professionals.
• Collaborative and professional team environment.