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New Business Coordinator

7/30/2025

Remote

Job Summary

A company is looking for a New Business Coordinator to support the sales process and client onboarding.

Key Responsibilities
  • Coordinate onboarding of new clients, including data entry and contract management
  • Manage account and sales entry into Salesforce and create proposals using PowerPoint and Adobe
  • Serve as a liaison between salesperson, broker, and client during the onboarding process
Required Qualifications
  • Previous administrative experience highly preferred
  • Previous Salesforce experience is a significant advantage
  • Proficient in Outlook, Excel, and PowerPoint

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