Sales Administrative Coordinator - Bozeman

Position Overview

The Sales Administrative Coordinator serves as the operational backbone of MoFi’s business development efforts. Working closely with Regional Presidents and business development staff, this role helps ensure that bankers and relationship managers have the information, coordination, systems, and support they need to build strong relationships and generate lending opportunities.

The successful candidate will be highly organized, proactive, and detail-oriented. They will enjoy managing multiple priorities, coordinating complex schedules, and ensuring critical information is accurate and accessible. This role requires someone who takes initiative, follows through on commitments, and takes pride in helping a team operate at a high level.

This position provides significant exposure to relationship management, banking, sales strategy, lending, and community development finance. Over time, the Sales Administrative Coordinator will develop a strong understanding of MoFi’s products, programs, referral partners, and lending priorities while becoming a trusted resource for both internal staff and external partners.

Across all responsibilities, the Sales Administrative Coordinator ensures work is completed with a high degree of quality, professionalism, accuracy, and timeliness. They are an excellent communicator, a strong collaborator, and someone who never hesitates to roll up their sleeves and get the job done well.

• Maintain accurate records of meetings, referrals, contacts, opportunities, and activities within Salesforce.
• Monitor data quality and ensure business development information remains complete, organized, and current.
• Generate reports, dashboards, and relationship summaries to support business development activities and strategic decision‑making.
• Track referral activity, partner engagement, and business development performance metrics.
• Coordinate with internal teams to retrieve and distribute information needed by business development staff.

• Coordinate calendars, meetings, travel arrangements, and logistics for Regional Presidents and business development staff.
• Prepare briefing materials, relationship histories, and supporting documentation for banker and partner meetings.
• Assist with banker follow‑up, gift coordination, and ongoing relationship management activities.
• Maintain organized records of referral partner interactions and business development efforts.
• Support relationship management activities with banks, referral partners, and community organizations.

• Prepare timely and accurate reports supporting Community Reinvestment Act (CRA) partnerships and bank initiatives.
• Anticipate reporting and data needs for upcoming meetings, presentations, and strategic discussions.
• Analyze and organize information from multiple systems to support business development efforts.
• Assist leadership with tracking goals, outcomes, and performance metrics.

• Support planning and execution of conferences, partner meetings, networking events, and industry gatherings.
• Coordinate event logistics, registrations, travel arrangements, and materials preparation.
• Assist with follow‑up activities after events and meetings to ensure timely communication and relationship management.

• Develop a working understanding of MoFi’s products, programs, and eligibility requirements.
• Learn lending fundamentals, CRA priorities, and relationship management best practices.
• Shadow business development travel and customer meetings to build industry knowledge and professional expertise.

• Experience using Salesforce or a comparable CRM platform preferred.
• Prior experience in administrative support, sales coordination, banking, customer service, project coordination, or related fields preferred.
• Strong organizational, multitasking, and time‑management skills.
• Excellent interpersonal and communication skills, both written and verbal.
• Demonstrated attention to detail and commitment to accuracy.
• Strong analytical and problem‑solving skills.
• Proficiency in Microsoft Office Suite,…