Hybrid Sales Coordinator - Finance & CRM Support
Listed on 2026-10-07
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Sales
CRM Systems & Management, Sales Administrator, Appointment Setter/ Scheduler, Sales Analyst
Asset Mark in Charlotte, NC is seeking a Sales Coordinator to support the sales team, generate financial reports, administer Salesforce tasks, and coordinate marketing materials for advisors and the sales group. This full-time, hybrid role offers meaningful growth in sales, finance, and client service.
The ideal candidate will have a bachelor’s degree in business or finance, experience in sales or customer service, and strong time management with excellent written and spoken communication.
We invite applications for the Hybrid Sales Coordinator
- Finance & CRM Support position located in Charlotte, NC, United States.
Join Asset Mark and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Hybrid Sales Coordinator
- Finance & CRM Support role at Asset Mark, based in Charlotte, NC, United States.
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