Sales Coordinator

AssetMark

Sales Coordinator at AssetMark supporting the sales team with financial reports and marketing materials. Role offers growth potential in sales, finance, and customer service.

Posted 5/15/2026full-timePhoenix • Arizona, Illinois • 🇺🇸 United StatesMid-LevelSenior💰 $45,000 - $50,000 per yearWebsite

About the role

Key responsibilities & impact

Generate and manage financial reports for the sales team
Perform maintenance and administration tasks within Salesforce
Order marketing materials for advisors, prospective advisors, and sales team
Execute call campaigns to drive participation in conferences, webinars, and regional events
Perform other related duties as assigned to support the team’s goals

Requirements

What you’ll need

Bachelor’s degree in a business or finance field
Sales or customer service experience

Benefits

Comp & perks

Flex Time or Paid Time Off and Sick Time Off
401K – 6% Employer Match
Medical, Dental, Vision – HDHP or PPO
HSA – Employer contribution (HDHP only)
Volunteer Time Off
Career Development / Recognition
Fitness Reimbursement
Hybrid Work Schedule

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial reportingadministration tasksSalesforcecall campaignsmarketing materials management

Soft Skills

team supportcustomer servicesales experience

Certifications

Bachelor’s degree