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Cain Watters & Associates · 2 days ago

Sales Operations Coordinator

Frisco, TX

Full-time

Hybrid

Entry, Mid Level

$65K/yr - $80K/yr

2+ years exp

Cain Watters & Associates is a firm focused on client services in the financial sector, and they are seeking a Sales Operations Coordinator to enhance lead generation and client acquisition efforts. The role involves managing Salesforce data integrity, coordinating marketing campaigns, and supporting outreach initiatives to build strategic relationships.

Financial Services

Growth Opportunities

Responsibilities

Maintain and manage all pipeline activity in Salesforce to ensure accurate and complete tracking of client and prospect interactions

Enter and monitor leads from all inbound and outbound sources, including events, referrals, study clubs, Benco, and third-party vendors

Ensure all Salesforce records are complete, with verified data from websites or other public sources

Oversee follow-up cadence, ensuring that leads without scheduled calls are contacted within seven days

Prepare and distribute Salesforce reports and dashboards reflecting lead activity, conversion, and campaign performance

Collaborate closely with the Marketing team to plan and execute lead-generation campaigns tied to CWA speaking engagements, study clubs, and conferences (e.g., Chicago Midwinter, local CE events)

Coordinate lead capture and post-event processing, ensuring timely Salesforce entry and appropriate assignment

Partner with Marketing to segment leads and launch automated “drip” or “dip” campaigns

Participate in quarterly NCS/Marketing coordination meetings and track follow-up action items

Support the referral reporting process by maintaining accurate monthly data on client and planner referrals, with an emphasis on NFP’s

Coordinate referral handoffs to affiliates such as Elite Dental Alliance and ensure visibility across teams

Maintain and distribute referral and partnership lists, including those related to study clubs, partnership opportunities, and practice transitions

Support logistics, coordination, and lead tracking for study clubs, dental schools, and local outreach events

Create and manage messaging to CWA clients with children in dental school, introducing them to CWA’s ambassador initiatives and Spear resources

Work with Marketing and NCS leadership to develop and execute outreach campaigns, invitations, and follow-up communications

Track event ROI metrics and report performance insights to leadership

Provide administrative and operational support to NCS leadership, including scheduling meetings, coordinating follow-ups, and managing shared documentation

Maintain an NCS administrative “wish list” and proactively address recurring support needs

Assist in delegating non-critical onboarding steps to streamline the client experience

Update and maintain Salesforce records, ensuring all client interactions, statuses, and updates are current and accurate

Manage the process for engagement letters and contracts through DocuSign, coordinating with financial planners and advisors as needed

Conduct periodic research and analysis on market trends and competitor activities to inform strategy

Support cross-departmental projects and special initiatives aimed at improving client engagement, referral processes, and lead generation

Assist with coordination of team events, internal communication, and process documentation

Qualification

SalesforceMarketing coordinationData analysisDocuSignProject managementCommunication skillsOrganizational skills

Required

Bachelor's degree in Business Administration, Marketing, Finance, or a related field

2+ years of experience in sales operations, marketing coordination, or administrative support, preferably within financial services or professional services industries

Proficiency in Salesforce and DocuSign; familiarity with marketing automation tools (e.g., HubSpot, Pardot) a plus

Strong analytical, organizational, and project management skills

Excellent written and verbal communication abilities; able to collaborate across teams and functions