Hybrid Sales Coordinator

at LCG Advisors

• Job title: Sales Coordinator
• Job type: Full Time
• Experience level: Junior
• Salary: $50,000 - $60,000 per year
• Degree requirement: Associate's Degree
• Location requirements: Hybrid, Tampa, United States

About the role

• Sales Coordinator role supporting executive-level business development and marketing within Private Equity Services. Managing client relationships and coordinating business development activities.

Responsibilities

• Develop and maintain marketing and sales calendars for Private Equity Services, collaborating closely with practice leaders.
• Coordinate email campaigns, social media posts, city visits, and conferences into the calendar to align with strategic goals.
• Prepare and submit weekly progress reports on marketing and sales activities.
• Collaborate with the Marketing Coordinator to develop campaign content for ConstantContact and cadence.
• Identify strategic city visits based on client profiles and potential business opportunities; manage visit logistics including appointment scheduling and meeting briefs.
• Support business development executives by providing comprehensive client information for meetings and engagements.
• Identify relevant industry conferences and coordinate participation logistics, including attendee lists and meeting arrangements.
• Prepare briefing materials for conference attendees and ensure effective booth representation as needed.
• Maintain lists of current and potential overlapping clients to facilitate targeted business development efforts.
• Record and maintain comprehensive activity logs in Salesforce CRM, ensuring accurate data entry and database integrity.
• Track and maintain sales activity, provide real-time pipeline views, and prepare current and historical sales analytics within tracking files for divisional leaders.
• Work alongside practice leaders and the Marketing Coordinator to generate and publish weekly social media content.
• Monitor and analyze social media metrics (e.g., impressions, likes, reposts) to optimize engagement strategies.
• Assist with moving closed sales activity into the active project management process, working with division leaders to help with resource allocation, establishing timelines, and tracking/estimating the revenue pipeline.
• Perform additional administrative duties as assigned to support organizational objectives.

Requirements

• Associate’s Degree in Business Administration, Marketing, Communications, or related field required; Bachelor’s degree preferred.
• 1-3 years of experience in administrative support roles, with exposure to sales or marketing functions preferred.
• Strong organizational skills with the ability to prioritize tasks and manage multiple projects simultaneously.
• Excellent interpersonal and communication skills.
• Ability to handle confidential information with discretion and maintain a high level of professionalism.
• Proficiency in Microsoft Office Suite and familiarity with CRM systems, preferably Salesforce.