Sales Support Coordinator

MarshBerry is currently seeking a Sales Support Coordinator in our Beachwood, OH office. The Sales Support Coordinator will provide professional support and value-added service to internal customers. This position will provide support to colleagues in a business development capacity by generating prospect lists, keeping the SalesForce CRM up to date, assisting with client correspondence, and meeting coordination.

Responsibilities:

• Support members of the team in their business development efforts.
• Research and qualify leads by gathering relevant data and ensuring alignment with sales criteria.
• Generate and maintain targeted prospect lists based on market research and input from the team.
• Schedule and coordinate meetings, calls, and presentations.
• Prepare agendas and materials for meetings as needed. Build and edits sales presentations.
• Track and manage follow-up activities, ensuring timely communication and consistent engagement with prospects.
• Handle calendar management for team, ensuring efficient use of time and minimal scheduling conflicts.
• Prepare proposals, where applicable.
• Enter leads and new prospects into SalesForce CRM.
• Regularly update opportunities, prospect information, and other relevant data within Salesforce.  Ensure all prospect and client interactions are logged accurately and promptly. 

• Generate and analyze SalesForce reports to ensure accuracy, track progress, and provide insights to the sales team.
• Identify opportunities to improve data collection, sales team interaction, and follow-up workflows for greater efficiency and effectiveness.
• Assist in implementing automation tools or processes to streamline lead qualification and work with the team on outreach efforts.
• Contribute to team discussions and brainstorming sessions to improve overall sales team performance.
• Assist team members with promoting their articles and speaking engagements.
• Assist with managing LinkedIn accounts.
• Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
• Special projects and other tasks as assigned

Selection Criteria
Education & Experience:

• Bachelor’s degree in marketing, sales, communication, or related field required.
• Minimum of one to three years of support experience in business development, sales, marketing, or consulting.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar database. Advanced knowledge of Microsoft Office, especially Excel and Power Point, is strongly preferred.
• Proficient with CRM software. SalesForce experience is a plus.

Other:

• Strong written and verbal communication skills with demonstrated creativity with regard to work.
• Exceptional organization skills: using systematic methods to perform work and creativity to recommend or create new work methods or procedures.
• Ability to multi-task: able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines.
• Team oriented: Positive and professional, able to show consideration for and maintain good working relations with co-workers and remains opens to others’ ideas and exhibits willingness to try new things.
• Confidentiality: always maintains confidentiality with proprietary information, internal and external communication.
• Ability to work overtime as needed.
• Ability to lift up to 25 pounds.

Working at MarshBerry

Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry 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, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:

• Crain’s Best Employers in Ohio
• The Nation’s Best and Brightest in Wellness
• North Coast 99
• Top Work Places – The Plain Dealer
• Weatherhead 100
• West Michigan’s Best and Brightest Companies to Work for

To learn more about MarshBerry, visit www.marshberry.com.

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.