Job description
The Sales Integration Coordinator role is responsible for managing and assisting in the development and execution of sales initiatives and strategies to achieve company objectives and strategic goals. This role will assist the sales team in the input and management of sales opportunity pipelines through the designated sales process flow. Daily activities will focus on input and processing of new opportunities for the sales team and daily management of data integrity in CRM system. The Sales Integration Coordinator role also assists with the development of sales organization reporting and sales processes.
Responsibilities
Direct Lead Generation & Qualification
- Work closely with Manager, Sales Integration and sales teams to manage input and updates of sales pipeline within CRM system
- Manage lead generation efforts to include government bids, MPG, etc. utilizing subscribed to resources, internet search engines, registration with organizational bid lists, etc.
- Review sales opportunities to include: sales documentation (i.e. – Bids, RFPs, etc.) to further qualify as viable opportunities for communication to the Sales organization.
- Manage team goals/metrics to provide daily, weekly, or monthly reporting as required
- Attend and participate in area, regional and national sales meetings as requested
Customer Relationship Management (CRM) System & Sales Support
- Assist in the development and administration of the Customer Relationship Management System (CRM)
- Oversee management of data integrity within CRM system
- Obtain, distribute and upload to company shared drives, information and documentation relative to all new sales opportunities
- Maintain and update sales pipeline information in CRM system
- Liaison to sales teams to ensure compliance to sales process flows and completion of daily/weekly updates and tracking of sales pipelines
- Ensure accurate and timely updates to all lead generation and sales opportunities in CRM
- Support sales teams on CRM system training and CRM data input guidelines
Data Management and Reporting
- Manage data integrity with a high-level of consistently for all opportunities entered into CRM and forwarded through the defined sales processes
- Assist team leadership with updates and submission of weekly/monthly/ad hoc reporting
- Develop and manage data verification filters/tools to ensure continued data integrity in CRM
- Continually maintain and update/renew lead resource registrations and subscriptions
Other Duties as Assigned
Position Requirements
Formal Education & Certification
- Bachelor’s degree or equivalent experience
Knowledge & Experience
- Minimum one year previous Customer Relationship Management (CRM) experience required
- Contract experience preferred
- Experience calling into Fortune 1000 accounts at CXO level
- Working knowledge of CRM systems
- Proficiency in Microsoft Office suite
- Energy or petroleum experience a plus
Qualifications & Characteristics
- Strong verbal and written communication skills
- Ability to work independently under deadline pressures
- Ability to manage multiple projects and tasks simultaneously with success
- Ability to process information from multiple sources and create innovative solutions and strategies
- Willingness to get actively involved in day-to-day actions to ensure accuracy, timeliness, and strong customer services skills
- Strong organizational and time management skills
- Strong attention to details
- Ability to work in a team environment
Work Environment
- 40-hour on-site work week
- Sitting for extended periods of time
- Dexterity of hands and fingers to operate a computer keyboard, mouse, and other computer components
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
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