Who are we? Fiscal Advocate is a leading provider of Financial Planning and Analysis (FP&A) services, dedicated to helping businesses make informed financial decisions and achieve their strategic goals. Our team of experts combines financial expertise with innovative technology to deliver top-notch FP&A solutions to our clients. Why work here? We are a rapidly growing, funded firm that provides marketing agencies with a financial infrastructure that works to help them achieve their goals. If getting in on the ground floor of an entrepreneurial company where you'll work hard, grow personally and professionally, have fun, learn a lot, wear different hats, and have the opportunity to make a significant impact on the success of our business as we continue to expand and serve a growing client base, then keep reading. Who you are We are seeking a dynamic and organized Sales Coordinator to join our team. As a Sales Coordinator for our Financial Planning and Analysis services, you will play a crucial role in supporting our sales team and ensuring the seamless execution of our sales processes. We are looking for someone who is excited to get in on the ground floor of a funded and growing company, and who has a strong desire to continuously learn and grow within the organization. Responsibilities: Provide essential administrative support to the sales team, including but not limited to preparing sales proposals, contracts, and presentations. Act as a connection between clients and the sales team, addressing inquiries, scheduling meetings, and ensuring timely responses to client requests. Maintain and update customer relationship management (CRM) systems, ensuring accurate and up-to-date client information and sales records. Assist in tracking and analyzing sales data and performance metrics, helping the sales team identify opportunities for growth and improvement. Prepare and maintain sales documentation, including contracts, agreements, and reports. Assist in organizing and coordinating sales events, conferences, and client meetings. Conduct research on industry trends, competitors, and potential clients to support sales strategies. Qualifications: English level- C1+ Bachelor's degree in business administration, finance, or related field preferred. Proven experience in a sales role, preferably in the financial services industry. Strong organizational skills and attention to detail. Excellent communication and interpersonal skills. Proficiency in Microsoft Office, G Suite, CRM software, and sales analytics tools. Ability to work effectively in a fast-paced and dynamic environment. A proactive and results-driven mindset. Knowledge of financial planning and analysis concepts is a plus. #J-18808-Ljbffr
