What are the responsibilities and job description for the Sales Coordinator position at THE JAMES AGENCY?
Job Details
Description
*We are not currently hiring for this position but we are always on the lookout for potential candidates. Submit your resume and will will reach out if your application matches a new opening.*
Overview:
As a member of our new business team, the sales/partnership development coordinator is responsible for supporting the internal sales processes and directing prospective clients through their journey from lead to client conversion. This involves filtering strong leads into our CRM software and ensuring each opportunity is progressing in a timely fashion. The sales coordinator is an integral asset to the director to connect prospective clients with marketing services that are responsive to their business objectives. As one of the first faces seen by a prospective client, this candidate should be charismatic and dependable in order to positively represent the TJA experience.
Responsibilities:
- Deliver weekly status report to relevant internal team members regarding business development progress
- Enter and maintain all sales opportunities in CRM and update regularly to stay up-to-date with where they fall in the conversion funnel
- Actively monitor sales opportunities to ensure each lead continues to progress
- Respond to new business leads and filter weak leads out of the system
- Coordinate meetings and respond to prospective client inquiries via phone and email communication
- Prepare proposals and letters of intent for new business opportunities
- Make edits to proposals and letters of intent based on feedback from directors and/or CEO
- Prepare presentations for client meetings, customized to the opportunity
- Translate notes from meetings into internal download briefs for the delivery teams
- Coordinate with project managers to estimate new business proposals and build timelines
- Maintain the library of samples for new business use
- Coordinate with office concierge to plan for in-person client meetings
- Attend discovery meetings and presentations to capture thoughtful notes
- Attend internal meetings for new client kickoffs to support seamless transition to delivery teams
- Research RFP opportunities that align with TJA areas of expertise
- Review RFPs to identify submission requirements
- Coordinate with Director to build timelines and plans for RFP responses
- Book time blocks and internal meetings as needed to facilitate RFP responses
- Coordinate with CEO for RFP reviews and weekly status meetings
- Contribute to TJA’s marketing initiatives on an assigned basis
- Attend potential new client events and happy hours as needed
Qualifications
Personal Characteristics:
- Attention to detail
- Strong written and verbal communication skills
- Ability to work independently, manage personal deadlines and possess strong time management skills
- Confident in rooms with new people
- Bright and charismatic personality
- Naturally inquisitive and comfortable asking questions
- Ability to demonstrate consistent improvement
- Ability to think strategically and connect ideas
- Coachable
- Proficiency in gSuite and Google Slides
- OS Proficient
- Knowledge of Workamajig CRM software preferred but not mandatory
- College graduates welcome who are interested in a path in sales or client services
