Sales Coordinator

Reports TO: VP- New Business Development – Sales


As a Sales Coordinator, you will be a pivotal member of the sales team by providing ongoing support to the team and our customers. You will be responsible for responding to customer inquiring, booking and scheduling client meetings and supporting the sales team with day-to-day activities.
This is a unique opportunity to be a part of a fast-growing organization where you will develop a wide range of experience and be at the core of the company’s growth.


  • Managing all aspects of the sale’s team schedule, including venues and travel coordination.
  • Working as a territory team member, assisting the VP-New Business Department with a focus on admin.
  • Utilizes DocuWare to store and retrieve client documentation as needed.
  • Working closely with the marketing/ sales department to maintain a solid knowledge of other events and campaigns that are going on.
  • Maintaining a thorough knowledge of the company’s product including changes that occur from time to time, timelines for new business onboarding.
  • Demonstrating an ability to interact and cooperate with all company employees.
  • Working with the New Business Development team daily.
  • Organizing distribution of information, required by the VP-New Business Department (Aide in direct email campaigns, etc).
  • Developing client contacts within the territory, both new and existing, and booking meetings for the sales representatives.
  • Following up with contacts that have met with or wish for more information on company’s services and products.
  • Maintain client related information on our CRM (Salesforce) to ensure up to date records.
  • Build and maintain solid working relationships with the sales team and customers by having interest in the organization’s goals, challenges, day to day sales activities and other
    related concerns to the sales team members.
  • Representing the company, its management, and partners in good faith.
  • Providing quality service to the clients when called upon.
  • Qualifications

  • 3+ years of experience in a similar support role
  • Knowledge of the mortgage industry
  • Excellent communication skills both verbal and written
  • Strong administrative and organizational skills
  • Must be an adaptable team player who thrives in a fast-paced work environment
  • Technologically savvy individual
  • Experience with using a CRM system is a must (SalesForce is a major asset)
  • Position Description:
    Full-Time – 40 hour work week
    Wage – Salary-Exempt – starting annual wage $45,000 per annum. to include commission bonus, based on KPI’s met through pay period.

    Health, vision, dental, short-term/long term disability policies, and group life insurance effective 1st day of the month following 30 days of hire date.

    120 hours Paid Time Off (PTO) annually – pro-rated based on hiring date, first year.

    8 Hours of Paid Time off for birthday to be used 2 week prior or after birthday annually.

    401k participation after 6 months of continued employment – auto enrollment with employer Safe Harbor contribution of 3% of salary amount.

    Reimbursement for internet provider and fitness programs.

    Please send cover letter and resume to Lisa Posteraro at