Sales Support Coordinator

Marsh Berry is growing! We are seeking a Sales Support Coordinator to join our team. We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. Marsh Berry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all Marsh Berry colleagues play a critical role in directly or indirectly cultivating those trusted relationships.

Marsh Berry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, new challenges, and learning experiences.

Job Details

Position Summary:

Marsh Berry is currently seeking a Sales Support Coordinator in our Beachwood, OH office. The Sales Support Coordinator will provide professional support and value-added service to internal customers. This position will provide support to colleagues in a business development capacity by generating prospect lists, keeping the Salesforce CRM up to date, assisting with client correspondence, and meeting coordination.

Responsibilities:

• Support members of the team in their business development efforts.
• Research and qualify leads by gathering relevant data and ensuring alignment with sales criteria.
• Generate and maintain targeted prospect lists based on market research and input from the team.
• Schedule and coordinate meetings, calls, and presentations. Prepare agendas and meeting materials as needed.
• Track and manage follow-up activities, ensuring timely communication and consistent engagement with prospects.
• Handle calendar management for team, ensuring efficient use of time and minimal scheduling conflicts.

• Enter leads and new prospects into Salesforce CRM.
• Regularly update opportunities, prospect information, and other relevant data within Salesforce. Ensure all prospect and client interactions are logged accurately and promptly.
• Generate and analyze Salesforce reports to ensure accuracy, track progress, and provide insights to the sales team.
• Identify opportunities to improve data collection, sales team interaction, and follow-up workflows for greater efficiency and effectiveness.
• Assist in implementing automation tools or processes to streamline lead qualification and work with the team on outreach efforts.
• Assist team members with marketing and branding initiatives, including promoting articles, speaking engagements and managing Linked In accounts.
• Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all Marsh Berry services.
• Special projects and other tasks as assigned

Selection CriteriaEducation & Experience:

• Associate's degree in marketing, sales, communication, or related field required. Bachelor's degree is a plus.
• Minimum of one to three years of support experience in business development, sales, marketing, or consulting.
• Proficient with technology;
  Microsoft Word, Excel, Power Point and Access or similar database. Advanced knowledge of Microsoft Office, especially Excel and Power Point, is strongly preferred.
• Proficient with CRM software. Salesforce experience is a plus.

Other:

• Strong written and verbal communication skills with demonstrated creativity with regard to work.
• Exceptional organization skills: using systematic methods to perform work and creativity to recommend or create new work methods or procedures.
• Ability to multi-task: able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines.
• Team oriented:
  Positive and professional, able to show consideration for and maintain good working relations with co-workers and remains opens to others' ideas and exhibits willingness to try new things.
• Confidentiality: always maintains confidentiality with proprietary information, internal and external communication.
• Ability to work overtime as needed.

Working at Marsh Berry

Who We Are:

Marsh Berry practices The Collaborative Way which encourages employees to adhere to these five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas, while continuing to promote a welcoming and inclusive environment for all.

What We Do:

Marsh Berry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships.

At Marsh Berry, our mission is to help our…