Sales Support Administration Coordinator

We are seeking a highly motivated, team-oriented professional to support our sales, marketing, and executive operations. This role is ideal for someone with high energy, exceptional professionalism, strong organizational skills, and a passion for managing diverse responsibilities. The ideal candidate is detail-oriented, proactive, and thrives in a fast-paced, collaborative environment.

Experience in sales coordination, marketing support, and CRM management is essential. A working knowledge of nonqualified deferred compensation plans or retirement plan sales is a strong advantage.

• Arrange staff meetings and schedule appointments

• Maintain and manage the office and executive calendars

• Book and coordinate travel arrangements

• Draft memos, correspondence, invoices, receipts, spreadsheets, and reports as needed

• Maintain organized office databases and filing systems

• Purchase office supplies and coordinate with vendors

• Coordinate meetings, calls, webcasts, and speaking engagements

• Take initiative to facilitate administrative and operational tasks

• Manage sales deadlines and reminders for follow-up

• Manage and maintain CRM-related processes, documentation, tasks, and deliverables for the CEO, consultants, and partners

• Provide proactive follow-up on sales opportunities and client/prospect communications

• Participate in sales meetings as requested; take notes, create action items, and coordinate follow-ups

• Strategize with the CEO to identify research subjects and sales goals

• Correspond with prospects to gather background information, goals, and expectations

• Brief the CEO and consultants on prospect background and presentation materials prior to meetings

• Conduct research and collect prospect and third-party data

• Draft and edit PowerPoint presentations incorporating research and company information

• Ensure presentations are completed accurately and delivered on time

• Draft customized proposals outlining objectives, audience, research findings, recommendations, scope of work, budget, and timelines

• Revise proposals based on internal and prospect feedback

• Develop proposal presentations when required

• Track proposal status, conduct follow-ups, and ensure timely delivery

• Maintain and manage the company sales pipeline

• Track new business outreach, meetings, proposals, presentations, and targets

• Integrate notes, action items, and follow-ups from client meetings into the CRM

• Manage sales deadlines and coordinate follow-up activities with the CEO and consultants

• Bachelor's degree or equivalent experience in Sales, Marketing, or a related field

• 3–5 years of experience in sales or sales support within HR, investment/finance, and/or consulting industries

• Exceptional written and verbal communication skills

• Strong project management capabilities, including deadline management

• High attention to detail with excellent time management and prioritization skills

• Ability to work independently and collaboratively within a team environment

• PowerPoint: Expert level required

• Word, Excel, One
  
  Note:
  
  Advanced level

• One Drive, Teams

• Bookings or other calendaring systems integrated with Outlook

• Lead and deal management

• Alliance and strategic partner reporting

• Email campaigns or CRM-integrated email services

• Marketing automation within CRM platforms

• Email inbox management

• Project management assistance

• Market and prospect research for sales and proposal development

• Highly professional demeanor

• Proactive, solution-oriented mindset

• Strong organizational and multitasking abilities

• Commitment to accuracy, follow-through, and accountability

• Appreciation for diverse responsibilities and collaborative teamwork