Sales Support Coordinator

Location: Cincinnati
Posted on: November 20, 2024

Job Description:

General Function:

. Agency Sales Support Coordinator is responsible for assisting the Commercial and Agency RMs in the various sales related activities as well as revenue driving exercises for the Agency, Fifth Third Global Solutions. Responsibilities are handledinaproactive manner and involve accountability for empowered decision-making. The role develops detailed understanding of prospect and clients financial and operational processes, analysis of key decision metrics, and technology (i.e. dataminingwithinCRM).

. Performs administrative and analytical duties for manager and staff; acts as liaison between relationship managers and corporate customers and prospects

Essential Duties and Responsibilities:

. Assist Commercial and Agency RMs in maintaining pipeline to support financial and resource forecasting (as assigned)

. Data mine existing portfolios for cross sell opportunities, including the completion of special projects (as assigned)

. Assist in maintaining the Commercial and Agency RM portfolio; including fee structuring and miscellaneous requests

. Prepares and processes appropriate documentation for client set-ups

. products and services

. Serve as backup for assigned RM (as needed) for solution delivery to clients, prospects

. Identify opportunities and assist with One Bank activities

. Support sensitive/escalated customer service and implementation issues, as well as participate in recurring on-boarding calls for significant deals

. Works closely with other members of the department to insure exceptional client support is being provided to the client base

. May be required to make customer visits for product implementation, closings, problem resolution and expedition of urgent requests.

. Prepares and coordinates all documentation for joint SLK and Agency weekly sales meetings

. Documents all sales activity in host sales tracking database

. Coordinates and prepares all pipeline tracking documents

. Documents and tracks all incentive compensation and works closely with finance/HR on payment approval

. Supports Agency and Commercial RMs in scheduling appointments, meetings, conference calls and travel.

. Maintains and develops marketing and collateral materials for internal and external distribution (i.e. Power Point presentations, client presentations, PDF files, folders, one-pagers, etc.)

Keywords: , Middletown , Sales Support Coordinator, PR / Public Relations , Cincinnati, Ohio