Sales Operations Coordinator

The Sales Operations Coordinator is responsible for enabling more sales activity through:

• Reducing the Field’s administrative burden.
• Supporting national initiatives consistently to promote growth through scale and efficiency.
• Supporting demand and lead generation efforts resulting in new sales opportunities.

This position requires high levels of cross-functional collaboration with partners from the Field, Sales Specialists, Product Management & Client Services, LSPD, Risk Management Operations, Bond, all Marketing functions as well as fellow members of Sales Enhancement Operations.

The primary customer of this position is Allied’s external field partners. Some duties require collaboration directly with financial institution clients.

Job Duties and Responsibilities:

Field Support – 90%

• Receipt, tracking and assignment of all incoming field requests.
• Entries and extractions from Client Relationship Management (CRM) system including activities such as: tickets, account/contact updates, entering opportunities, sales activity records, list extractions, etc.
• Production of client facing proposals.
• Document formatting to ensure client facing materials meet brand standards.
• Production of sales enablement tools (ex. Callahan & Associates Analysis). 
• Printing and shipping field materials.

Project Manage Roundtables & Lunch and Learns – 10%

• Serve as Project Manager for roundtables and lunch and learns hosted by financial institution clients.
• Duties include hosting and leading planning calls, managing and assigning duties within project plan, working with financial institution to address technology needs, assisting with presentation support, and arranging catering for event.

Qualifications (Education, Experience, Certifications & KSA):

• High School Diploma or GED required. 
• 0 – 1 years of related work experience. 
• Bachelor's degree; or equivalent combination of education and experience preferred.  Field of Study: Business Administration or Marketing.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with a job.

The salary range reflected is a good faith estimate of the anticipated salary for the position and may vary based on factors described below.

Compensation at Allied Solutions is determined by various factors, including but not limited to, market data, job posting location, relevant experience, level, skills, and internal equity considerations. 

The projected base salary range for this position is $46,200 to $64,570 (annualized USD). This position is also eligible for an annual bonus based on company performance results.   Medical, dental, vision, life and disability and 401k benefits are part of the employment offering.  Pay and benefits are subject to change at any time and may be modified at the discretion of the company, consistent with the terms of any applicable compensation or benefit plans.  This salary range is a good faith estimate, and not a guarantee of the ultimate salary offering.

We offer our employees a robust compensation package! Our comprehensive benefits include: medical, dental and vision insurance coverage; 100% company-paid life and disability coverage, 401k options with company match, three weeks PTO by the end of the first year and much more. Allied proudly promotes from within as part of a strong commitment to providing career growth opportunities for employees of all levels. Our diverse business portfolio allows employees broad career options with the advantage of staying with the same organization.

All qualified candidates will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law.

To view our privacy statement click here

To view our terms and conditions click here