Regional Sales Coordinator, Team Lead
Listed on 2026-07-01
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Sales
Business Development, CRM System, Client Relationship Manager, B2B Sales -
Business
Business Development, CRM System, Client Relationship Manager
Lead Regional Sales Coordinator (RSC)
Position Summary
The Lead Regional Sales Coordinator works closely with the Enterprise Sales team to ensure a first‑class customer experience and smooth operational processes for B2B sales of Dow Jones publications. The role does not manage personnel but serves as an elevated peer‑leader, driving operational excellence, onboarding new team members, and formalizing workflows.
Key Responsibilities Team Leadership & Operational Excellence- 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.
- 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 usage reporting in partnership with local internal teams.
- Partner with 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, address and contact changes.
- Collect confirmation documents to verify customer orders, cancellations or changes.
- Scan Order Forms, contracts and related information, and update data in global CRM system.
- Electronically file contracts and sales orders.
- Initiate product trials for new/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.
- Assist with special projects 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.
- Business Area:
Dow Jones – Industries - Job Category:
Sales - Union Status:
Non‑Union / A clear and likely internal candidate - Base Pay Range: $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.
Reasonable AccommodationWe are committed to providing reasonable accommodation for qualified individuals with disabilities in our job application and/or interview process. If you need assistance or accommodation in completing your application or participating in an interview due to a disability, email us at ta Please put "Reasonable Accommodation" in the subject line.
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