What are the responsibilities and job description for the Sales Operations Coordinator position at Risk Strategies?
A Sales Operations Coordinator provides senior sales staff/executives the necessary support to assist in the overall maintenance, growth and profitability of the business. In this role, the Sales Operations Coordinator enables and drives front line sales to sell better, faster, and more efficiently through critical individualized sales process support. The position requires critical thinking, clear communication, and strong organization and customer service skills. The Sales Operations Coordinator must be creative and enjoy working within an entrepreneurial environment that is high-energy, mission-driven, results-focused and community oriented. They will have the ability to work independently on projects, from conception to completion, and must be able to work under pressure and to handle a wide variety of activities and confidential matters with discretion.
Roles and Responsibilities:
- Manage data for new and prospective clients in the sales database, ensuring all communications are actively logged and information is accurate
- Act as liaison between outside sales and customers by keeping in contact with prospective clients throughout the sale
- Follow-up with calls to prospective clients to provide additional product/services information
- Create CRM dashboards for assigned Sr. Risk Management Consultant/Executives and review/analyze metrics against set KPIs
- Work closely with supervisor to coach assigned sales staff and drive strategy and customer interfaces according to company strategy and goals
- Remain knowledgeable of key processes, business initiatives and internal resources to assist in accomplishing Company goals
- Develop individualized system for assigned sales team members with the goal to create sales efficiencies along with greater effectiveness of time and sales duties resulting in higher sales production of the Risk Management Consultant/sales executive
- Proactively identify bottlenecks in the customer facing sales process and generates solution options for presentation to supervisor for potential implementation
- Complete a broad variety of tasks for the assigned sales team members including: managing active calendars; sales activity support through salesforce, obtaining and processing expense receipts; composing and preparing client confidential correspondence; arranging detailed travel plans, itineraries, and agendas; and compiling documents for travel-related meetings
- Prioritize conflicting needs; handles matters expeditiously, proactively, and follows-through on projects to successful completion, often with deadline pressures
- Researches, prioritizes, and follows up on incoming issues and concerns. Determines appropriate course of action, referral, or response
- Develop business knowledge and depth of sales process understanding of assigned Sr. Risk Management Consultant/Executive to conduct independent reach-out to and follow up with advisors and clients without direction to drive the relationship to the next step
- Plans, coordinates and ensures the Sr. Risk Management Consultant / Executive’s schedule is followed and respected. Provides "gatekeeper" and "gateway" role, creating win-win situations for direct access to the Executive's time and office
Requirements and Qualifications:
- Professional, flexible, team player with acute attention to detail, excellent organizational skills and a passion for working cross-functionally
- Ability to work in a fast paced environment, prioritizing multiple time-sensitive projects
- Proactive and dynamic personality with superior communication skills (written, verbal and presentation)
- Ability to liaison with all levels of management both within Oxford and within client/advisor companies
- Experience in dealing with strict adherence to confidentiality expectations
- BA, BS in Business Administration, Communications, English, or other related degree
- 3-5 years relevant Administrative experience for C-suite executives;
- Experience with Salesforce preferred
- Comprehensive knowledge of relevant software: Windows, Word®, Excel®, PowerPoint®
- Excellent communication skills, including written, verbal and presentation
Physical Demands and Work Environment
- While performing the duties of this job, the employee is required to regularly sit, hear, and reach with hands and arms. The employee is occasionally required to stand and walk. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision and the ability to adjust focus
- The work environment characteristics described are representative of those employees performing the essential functions of this job. The noise level in the work environment is usually moderate to loud. Occasional travel
Risk Strategies is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, Veteran status, or other legally protected characteristics. Learn more about working at Risk Strategies by visiting our careers page:
www.risk-strategies.com/careers
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