Regional Sales Coordinator, Team Lead

Position Summary

The Lead Regional Sales Coordinator (RSC) works closely with the Enterprise Sales Team to ensure a first‑class client experience and support the smooth operational processes for B2B sales of Dow Jones products. The role does not manage people but serves as an elevated peer‑leader within the RSC team, onboarding and training new members, acting as the subject‑matter expert on system and process updates, and formalizing team workflows.

The Lead RSC also collaborates cross‑functionally to develop, implement, and champion best practices and works closely with New Business Sales Managers, Account Managers, and Client Success Managers on sales activities, contracting, client account setup, and ongoing account changes. Customer interactions may involve telephone and email communication.

• Onboard and train new Regional Sales Coordinators, ensuring they understand systems, workflows, and compliance standards.
• Act as the primary point of contact for the RSC team regarding system updates, process changes, and tool optimization (e.g., CRM updates).
• Lead the development, documentation, and maintenance of RSC‑related Standard Operating Procedures (SOPs) to ensure team consistency.
• Collaborate cross‑functionally with all internal teams supporting Enterprise sales to identify operational efficiencies and establish best practices.
• Gather feedback from the RSC team to identify process bottlenecks and partner with management to implement solutions.

• Compile regular or ad‑hoc reports on account usage, billing, and client business.
• Prepare user or usage reporting in partnership with local internal teams.
• Partner with the internal teams to resolve billing issues.
• Calculate and process credit and debit adjustments with Accounts Payable team.

• Prepare Sales Order Forms according to specific billing requirements for new accounts, additional services, closed accounts, and address and contact changes.
• Collect confirmation documents to verify customer orders, cancellations or changes.
• Scan Order Forms, contracts and all related information, and update information in the global CRM system.
• Electronically file contracts and sales orders.

• Initiate product trials for new and additional users from Dow Jones and third‑party vendors.
• Act as liaison for new and existing customers through follow‑up to ensure correct service levels and rates are applied.
• Communicate with clients to resolve user count and service discrepancies.

• Special projects as requested by sales management and internal teams.
• Champion operational projects aimed at scaling the efficiency of the RSC function.

• Minimum of 4–5 years of proven success in customer engagement, B2B sales, or sales operations/support.
• Demonstrated experience mentoring, training, or peer‑leading in a professional setting.
• Proven track record of building successful cross‑functional relationships and alignment across multiple operational teams.
• Exceptional written and verbal communication skills, with the ability to clearly explain complex processes and system changes.
• Proven ability to multi‑task and adhere to tight deadlines in a fast‑paced, collaborative environment.
• Excellent organizational skills with a keen attention to detail.
• Strong technical aptitude; experience creating documentation, user guides, or SOPs is highly preferred.
• Proficiency in Microsoft Office suite & Google Drive, and advanced familiarity with global CRM workflows.

$75,000 – $95,000

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status or any other protected characteristic under applicable law. EEO/Disabled/Vets.

We are committed to providing reasonable accommodation for qualified individuals with disabilities in the job application and/or interview process. If you need assistance or accommodation, email ta (subject line: "Reasonable Accommodation").