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.
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