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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