Sales Coordinator
Sales Coordinator
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Job Description
Company:
Description:
Our not-so-secret sauce.
Award-winning inclusive Top Workplace culture doesnt happen overnight. Its a result of hard work by extraordinary people. More than 10000 of the industrys brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Sales Operations Assistant at MMA.
Marsh McLennan Agency (MMA) provides business insurance employee health & benefits retirement and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 180 offices across North America we combine the personalized service model of a local consultant with the global resources of the worlds leading professional services firm Marsh McLennan (NYSE: MMC).
A day in the life.
The Sales Coordinator will support and empower all sales teams to reach the regions objectives through the delivery of quality training and maintenance of our CRM Salesforce. This role will collaborate with Marketing and other departmental teams to ensure sales team members have accurate up-to-date information within the Salesforce platform and the knowledge they need to drive sales performance and efficiency. The Sales Coordinator will leverage sales/marketing analytics to optimize Sales technology training regional campaigns and lead routing to improve overall sales performance and the success of sales operations.
As our Sales Operations Assistant for our sales teams youll
- Support the regional sales team with maintaining data integrity assisting with record management and providing actionable insights through reports and dashboards.
- Create and execute Salesforce onboarding plans for all new hires on the sales team.
- Responsible for providing both strategic and technical training on our Salesforce platform.
- Communicate any new system updates provided by corporate to our sales team and act as a feedback loop to National on producer challenges within the platform.
- Work to increase user adoption of the platform by communicating the value of the system and the benefits it brings to our sales team through trainings and other forms of communications.
- Manage record uploads/transfers within Salesforce such as book of business and prospect re-assignments.
- Support regional sales team in troubleshooting Salesforce processes to determine root causes of error as needed.
- Support the regional production team in prospect research with the use of internal resources as needed.
- Monitor campaign data and alert sales members of potential follow up opportunities.
- Assist with maintenance of Client and Prospect data in Salesforce such as contacts company information survey participation and notes.
- Promote participation in national trainings and other sales initiatives.
- Ensure regional sales team members are participating in national/regional training initiatives.
- Identify areas of improvement in data integrity; clean and update data as needed.
- Assist producers with analysis and forecasts using Salesforce.
- Work with regional leadership to develop accurate reporting to track performance numbers for quarterly and monthly reviews.
- Support Sales Training Program and Summer Internship and provide training as needed.
Our future colleague.
Wed love to meet you if your professional track record includes these skills:
- High school diploma or equivalent
- Proficient Knowledge of Microsoft Office including Word Excel and PowerPoint
- Knowledge and familiarity using CRM systems
- Proficiency with training learning and development. This position is responsible for onboarding new sales teams hires and training on all sales tools/resources.
- Strong ability to multitask and pivot; adaptable flexible and able to handle multiple projects/assignments at the same time.
- Strong analytical skills including critical thinking data analysis and research.
- Big picture thinker who sees the whole value chain of the customer experience.
- Strong verbal and written communication and presentation skills
- Ability to collaborate cross-functionally.
- Comfortable with dashboards and reports
- Very fast learner and someone who is technologically savvy.
We know there are excellent candidates who might not check all of these boxes. Dont be shy. If youre close wed be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside our organization. Weve built a culture that promotes colleague well-being through robust benefit programs and resources encourages professional and personal development and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work.
Some benefits included in this role are:
- Generous time off including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Charitable contribution match programs
- Stock purchase opportunities
- Competitive compensation
- Entrepreneurial leadership
- Unmatched scalable resources
- Committed to core values
- Inclusive culture
To learn more about a career at MMA check us out online: or flip through our recruiting brochure: us on social media to meet our colleagues and see what makes us tick:
- are excited to offer a competitive total rewards package which includes health and welfare benefits tuition assistance 401K savings and other retirement programs as well as employee assistance programs.
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds heritages and perspectives of our colleagues and clients. We are always seeking those with ethics talent and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOEMinority/Female/Disability/Vet/SexualOrientation/Gender Identity employers.
#MMAMCG
Required Experience:
IC
Employment Type
Full-Time
