CNL Financial Group ยท 1 day ago
Sr. Sales Administration Associate
Orlando, Florida, United States
Full-time
Onsite
Senior Level
5+ years expCNL Financial Group is seeking a Sr. Sales Administration Associate to provide administrative support to the Director of Administration and sales teams. The role involves project coordination, managing logistics for meetings, and ensuring excellent customer service while maximizing efficiency in sales operations.
Impact InvestingManufacturingReal Estate
Responsibilities
Process, document, and track expenses/invoices/check requests in timely manner; keeping compliance requirements in mind
Process and track Campaigns, Mailings, Mass Emails, etc
Manage and coordinate all logistics of Group Meeting Events for VP/IW; set-up, create invite/sends, material, follow-up, tracking
Create, develop, and analyze Sales and Activity Reports for sales teams
Heavy Data Integrity including research, rep lists, campaigns, leads
Manage the CSC InBox/emails and website requests
Process and track literature requests coming in from financial professionals or sales team
Assist in managing VP calendar, setting up meetings, conference and zoom calls
Send thank you notes, emails and quarterly promotional items to financial professionals on behalf of the sales team and track in SalesForce.com
Coordinate and assist financial professionals when they are planning events with VP
Proficient in SalesForce & Marketo
Assist in tracking of Compliance requirements
Manage AI Insight notifications and updates
Complete miscellaneous tasks including copying, ordering supplies, answering and screening calls
Assist in creating training guides and procedures
Be an active participant in solving problems that come up in the department. Analyze situations and offer possible solutions
Ability to anticipate the sales team needs and proactively bring together appropriate people and resources
Other duties as assigned
Qualification
Required
5 years business experience required and/or four-year college degree required
3 - 5 years Sales Assistant experience required
Minimum 1-year experience working with FINRA broker/dealer firms
Excellent computer skills: Microsoft Products (Word, Excel, Outlook), internet, various websites, CRM system
SalesForce.com experience, and/or Marketo experience a plus
Strong decision making and problem-solving ability
Maintain extreme confidentiality
Knowledge and enforcement of and conformation to regulations set forth by FINRA/SEC
Meet strict deadlines
Extreme detail and accuracy oriented
Ability to work in a fast-paced environment
Excellent verbal and written communication skills
Diplomacy and professionalism in dealing with associates, broker/dealers and financial professionals
Can take instruction or constructive criticism easily
Team oriented
Proactive, cause and effect thinker
Ability to prioritize
Ability to learn quickly and self-train
Strong organizational skills; multi-task oriented
Deadline oriented
Business math skills
Preferred
SalesForce.com experience, and/or Marketo experience a plus
Company
CNL Financial Group
CNL Financial Group (CNL) is a leading private investment management firm providing alternative investments opportunities.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Chirag J. Bhavsar
CO-CEO
Tammy J. Tipton
Chief Financial Officer
Recent News
CNL Strategic Capital
2025-11-08
2025-08-09
Company data provided by crunchbase