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Senior Sales Support Coordinator
VanguardSales Support Coordinator assisting sales crew in client management and financial analysis. Responsible for logistical support and improving client relationships within a flexible hybrid working model.
About the role
Key responsibilities & impact- Assists sales crew in populating and auditing client and prospect databases
- Provides sales crew with research or analyses of financial markets, products, and services
- Coordinates follow up from sales executives and other crew
- Responds to medium complexity inquiries from potential and current clients
- Supports sales executives with a variety of tactical and analytical support as well as and client follow up requests to enable sales executives to maximize external client and prospect engagement
- Coordinates and participates in sales meetings, events, and other logistics for sales related activities
- Gathers metrics for data analysis
- Improves sales and client relationship management outcomes
- Outlines advantages and disadvantages to sales executives or clients on proposed solutions
- Participates in special projects and performs other duties as assigned
Requirements
What you’ll need- Two years related work experience preferred
- Undergraduate degree or equivalent combination of training and experience
- This job requires a regulatory license and/or registration (e.g. FINRA, state, SFC)
Benefits
Comp & perks- Hybrid working model for enhanced flexibility
- Collaborative culture
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
data analysisclient relationship managementfinancial market analysissales supportdatabase management
Soft Skills
communicationorganizationalanalyticaltactical supportteam coordination
Certifications
FINRAstate licenseSFC registration