MarshBerry · 1 week ago
Sales Support Coordinator
Woodmere, OH
Full-time
Onsite
Entry Level
1+ years expMarshBerry is a growing company seeking a Sales Support Coordinator to join their team. The role involves providing professional support to internal customers, assisting in business development efforts, and maintaining Salesforce CRM updates.
Financial ServicesManagement Consulting
Responsibilities
Support members of the team in their business development efforts
Research and qualify leads by gathering relevant data and ensuring alignment with sales criteria
Generate and maintain targeted prospect lists based on market research and input from the team
Schedule and coordinate meetings, calls, and presentations. Prepare agendas and meeting materials as needed
Track and manage follow-up activities, ensuring timely communication and consistent engagement with prospects
Handle calendar management for team, ensuring efficient use of time and minimal scheduling conflicts
Enter leads and new prospects into Salesforce CRM
Regularly update opportunities, prospect information, and other relevant data within Salesforce. Ensure all prospect and client interactions are logged accurately and promptly
Generate and analyze Salesforce reports to ensure accuracy, track progress, and provide insights to the sales team
Identify opportunities to improve data collection, sales team interaction, and follow-up workflows for greater efficiency and effectiveness
Assist in implementing automation tools or processes to streamline lead qualification and work with the team on outreach efforts
Assist team members with marketing and branding initiatives, including promoting articles, speaking engagements and managing LinkedIn accounts
Cultivate and maintain effective relationships with potential internal/external clients, partners and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services
Special projects and other tasks as assigned
Qualification
Required
Associate's degree in marketing, sales, communication, or related field required
Minimum of one to three years of support experience in business development, sales, marketing, or consulting
Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar database
Advanced knowledge of Microsoft Office, especially Excel and Power Point, is strongly preferred
Proficient with CRM software
Strong written and verbal communication skills with demonstrated creativity with regard to work
Exceptional organization skills: using systematic methods to perform work and creativity to recommend or create new work methods or procedures
Ability to multi-task: able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines
Team oriented: Positive and professional, able to show consideration for and maintain good working relations with co-workers and remains opens to others' ideas and exhibits willingness to try new things
Confidentiality: always maintains confidentiality with proprietary information, internal and external communication
Ability to work overtime as needed
Preferred
Bachelor's degree is a plus
Salesforce experience is a plus
Company
MarshBerry
MarshBerry is a management consulting firm.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Atlas Merchant Capital
2025-09-10Acquired
2022-01-18Private Equity
Leadership Team
Kris Figueroa
Chief Financial Officer
Allison Dassani
Director, Chief Operating Officer of Financial Advisory
Recent News
2025-10-09
Company data provided by crunchbase