Sales Operations Coordinator

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• Posted on August 21, 2026

Showing 1 location

• Hybrid
• First Choice
• Full-Time
• Requisition #: SALES
  001376

Marsh Berry, a subsidiary of Lincoln International, is growing! We are seeking a Sales Operations Coordinator
to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. Marsh Berry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all Marsh Berry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. Marsh Berry provides an environment where employees can learn, improve, and realize their career goals.

We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

Position Summary:

Marsh Berry is currently seeking a Sales Operations Coordinator for our Richmond, Virginia office. The Sales Operations Coordinator will provide professional support and exceptional service to both internal sales leaders and external clients. This position will be responsible for First Choice member contract administration, new member onboarding, updating Salesforce and the First Choice Agency Portal, and managing the member aggregation program.

The Sales Operations Coordinator will also develop and maintain relationships with insurance carrier representatives to facilitate service and meeting requests and provide sales leaders with data and analytics support.

This is a hybrid position based out of our Richmond, Virginia office. The individual will work onsite Monday through Thursday with the option to work remotely on Friday's.

Responsibilities:

• Responsible for new member contract administration and initiating and completing the new member onboarding process. Assists with new member communications.
• Maintains the First Choice Agency Portal and updates the CRM and/or AMS with current client and prospect information.
• Manages the premium aggregation program. Follows up with members to ensure timely completion of requests.
• Assists with Salesforce integration, documentation, maintenance, and reporting.
• Cultivates and maintains effective relationships with potential internal and external clients, insurance carrier partners, and stakeholders that can directly or indirectly lead to revenue generation for all First Choice/Marsh Berry services.
• Provides sales leaders with data and analytics support.
• Assists with building and editing internal and external presentations.
• Additional responsibilities and projects as assigned.

Selection Criteria

Education & Experience:

• High School diploma required, college degree preferred (A.A, + degree or equivalent).
• Minimum of 1-3 years office administration, project management, or other relevant experience.
• Experience in financial services, insurance, and/or consulting is a plus.
• Proficient with technology including Microsoft Word, Excel, Power Point, and Access or similar database. Intermediate knowledge of Microsoft Office, especially Excel and Power Point is strongly preferred. Experience with Client Relationship Management (CRM) systems.
• Salesforce experience preferred.

Other:

• Strong interpersonal and communication skills.
• Excellent problem-solving abilities.
• Attention to detail and organizational skills.
• Experience with Client Relationship Management (CRM) systems.
• Team oriented:
  Positive and professional, maintains good working relationships with team members throughout Marsh Berry. Remains opens to others’ ideas and exhibits a willingness to try new things.

Working at Marsh Berry

Who We Are:

Marsh Berry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, Marsh Berry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include

Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning,Valuations, and Perpetuation Planning. Marsh Berry also provides specialized support in Organic Growth Consulting,Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information,  .

What We Do:

Marsh Berry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information…