Sales Support and Order Processor
CoAdvantage
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. 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.
The Sales Coordinator provides administrative support to Sales Department and Senior VP, Sales.
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.
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.
Minimum of 3-5 years of experience in administrative sales support.
Collect and analyze 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.
Expert Proficiency in Microsoft Office Applications including Outlook, Word, Excel and PowerPoint.
Experience with Salesforce.High school degree required, Bachelor’s degree preferred.
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.
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