MarshBerry 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. MarshBerry has been successful in achieving growth objectives because the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve and realize their career goals. We offer competitive benefits, new challenges, and learning experiences.
Position Summary MarshBerry 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 LinkedIn 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 MarshBerry services.
Special projects and other tasks as assigned
Selection Criteria Education & 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 MarshBerry Who We Are:
MarshBerry 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:
MarshBerry 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 MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.
It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:
Crain’s Best Employers in Ohio
The Nation’s Best and Brightest in Wellness
North Coast 99
Top Work Places – The Plain Dealer
Weatherhead 100
West Michigan’s Best and Brightest Companies to Work for
We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.
Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Position Summary MarshBerry 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 LinkedIn 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 MarshBerry services.
Special projects and other tasks as assigned
Selection Criteria Education & 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 MarshBerry Who We Are:
MarshBerry 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:
MarshBerry 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 MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.
It’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has been recently awarded the following:
Crain’s Best Employers in Ohio
The Nation’s Best and Brightest in Wellness
North Coast 99
Top Work Places – The Plain Dealer
Weatherhead 100
West Michigan’s Best and Brightest Companies to Work for
We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.
Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
#J-18808-Ljbffr