Overview

Department: Sales

Position Title: Sales Support Coordinator

FLSA: Exempt

Reports to: Vice President, Client Management

Summary

The Sales Support Coordinator is responsible for assisting the Vice President of Client Management and the Sales and Account Management Teams with day-to-day execution of marketing and sales initiatives. This position requires Intermediate Administrative and data analytics experience. This position is also responsible for assisting in client implementation and success. Additional responsibilities include working with Operations, Technology and Shared Service departments to promote the sales goals and initiatives. The position requires a balance of assertiveness, teamwork and excellent communication skills to ensure the Sales Team has the internal support to provide the highest quality of service to our clients.

Essential Duties and Responsibilities

Work closely with the sales team and account management to provide day-to-day support of the sales cycle activities
Assist in printing and packaging of client presentations, proposals and marketing related information
Assist Sales and Account Management in generating monthly management reporting
Assist Sales and Account Management in collecting and updating internal documentation with market intelligence information on competitor offerings, pricing, distribution channels, market trends and other necessary market information
Create and maintain Quarterly and Annual Sales Plan Documentation and tracking
Transcribe, maintain, and distribute notes from group calls and client discussions
Create Rep-by-Rep Sales Plan tracking report and manage all sales-related MBO reports
Assist sales team with maintaining and creating workflows and contact sheets to ensure information is accurate and up-to-date

Assist with new client set up and implementation
Responsible for updating Pipelines; every other week or when requested
Assist with preparation of various custom marketing materials for meetings and client presentations using MS Office Suite, Adobe, and Visio

Assist with our CRM platform as needed – Including:

Create custom fields, screens, and reports
Add internal reports, metrics, volumes, and revenue into the operating
Manage all data and create long term path for software for internal operational use

Daily use of the company CRM system to create, develop, report, document, and track customer activities including but not limited to initial introduction, customer set up, conference calls, visits and process discussions
Complete any additional tasks and assignments as requested

Qualifications

Proficient with Microsoft Office Suite (Word, Excel, PowerPoint) or other documentation/presentation tools.

Knowledge of Microsoft Publisher and Visio a plus, but not required

Strong verbal and excellent written communication skills; strong attention to detail
Excellent time management skills
Proven ability to develop working relationships at multiple levels of the organization
Collaborative team player with the ability to build consensus
Ability to handle change and ambiguity
Effective in a fast paced environment
Ability to be Self-directed and motivated

This is a remote role, meaning you have the flexibility to work from home. (Remote work is subject to Mortgage Connect’s remote work policy and business needs.)

Office hours, 8:30am to 5:00pm, Monday through Friday, on call 24/7 with frequent nights and weekends

Minimal travel is required

For California, Colorado, and New York applicants, the pay range is $50,000 - $60,000

Experience, Education and Licensure

Undergraduate Degree (Marketing, Communications or Business Degree) or equivalent work experience
3-5 years of related work experience

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