Sales Coordinator

Responsibilities

• Supports account executive’s efforts to generate and develop new business to meet specified production goals including but not limited to cold-calling and scheduling appointments.
• Supports account executive’s activities to maintain and nurture existing client relationships.
• Functions as liaison between client companies, account executive, and operations staff.
• Prepares weekly, monthly and/or quarterly reports, as specified by manager.
• Organizes and maintains file system.
• Participates in business/trade events that impact business unit.
• Develops and maintains thorough knowledge of local competition and of prevalent industry and business climate within the region.
• Promotes company-endorsed programs and services within assigned territory.
• Communicates credit approvals and declines to vendors, brokers, and customers.
• Prepares documentation to include proper structure and pricing of the transaction.
• Places follow up calls to vendors and customers for pending credit issues, invoicing, and to ensure return of required documents.
• Ensures all credit contingencies have been satisfied.
• Communicates with customers, vendors, brokers, and sources to obtain any missing items not returned with the documentation package to properly close transactions.
• Requires properly prepared invoices and obtains sales quotes.
• Resolves issues to facilitate the funding of lease/loan transactions.
• Actively communicates on a daily basis with assigned sources, brokers, vendors and brokers on transactions and funding status of leases/loans.
• Trains new Sales Coordinators on the sales process and best practices.
• Provides support and guidance for complex transactions.

• Bachelor’s degree in a relevant field with two (2) years of related experience OR High School Diploma or GED with five (5) years of related experience.
• Ability to manage multiple and consistently evolving priorities.
• Ability to learn additional systems as needed.
• Ability to research, analyze data, and derive facts.
• Ability to work in a team environment when applicable.
• Ability to work under pressure and meet deadlines.
• Demonstrated ability to present information effectively to different audiences.
• Developed negotiation and sales skills.
• Developed relationship-building skills.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint, Outlook, etc.).
• Strong verbal, written communication, and organizational skills.
• Strong work ethic and self-motivation.