Sales Coordinator – Institutional Sales

Sales Coordinator – Institutional Sales

Requirements

• Bachelor’s degree preferred and a minimum of 1-5 years of experience performing support functions.
• Exceptional communication and interpersonal skills – ability to effectively share ideas and information or influence others with a high level of professionalism.
• Commitment to providing exceptional client service internally and externally.
• Ability to solve problems and prioritize workflow quickly and efficiently.
• Strong relationship skills with ability to positively impact current relationships.
• Exceptional organizational skills – is consistent, dependable and accurate. Ability to prioritize daily workflow to effectively meet deadlines.
• Must be detail oriented and recognize errors in numbers, spelling, grammar and punctuation.
• Must demonstrate good follow-through skills to ensure a successful end result.
• Strong team player mentality – willing to pitch in and help team members and leaders as necessary. Flexible and highly adaptable.
• Ability to tolerate peak workloads, to deal with constant interruptions and to maintain flexibility and composure in a high volume, high-intensity environment.
• Ability to work independently in a fast-paced team environment with minimal supervision.
• Excellent PC skills – advanced knowledge of Microsoft Word, Excel and PowerPoint. Experience utilizing pivot tables strongly preferred.

Responsibilities

• Drive client engagement and participation to client meetings in partnership with sales team (NDRs, conferences, field trips, company visits, dinners, etc.).
• Lead the client marketing process from start to finish, including client outreach, meeting confirmation, obtain client feedback, and client recap.
• Manage the complete client resource report process from start to finish, ensuring accurate data presentable for client review.
• Respond promptly and accurately to client needs, directly communicating with clients to assist sales as needed.
• Build relationships with external client and their support teams, including in-person and phone, email.
• Manage a dynamic sales team calendar: client outreach, marketing meetings, track travel, internal meetings, and special events to ensure proper coverage and execution of all meetings.
• Prepare client materials, compile research notes, record portfolio holdings, etc. to help sales focus on client needs.
• Develop and maintain relationships with associates in Corporate Access, Conference Services, Trading, Research, Equity Capital Markets, and the client service team.
• Manage scheduling and logistics for full days of meetings with Baird clients. Includes preparing detailed itineraries, arranging flights, hotels, catering, group events, car service, A/V, etc. for several days per week.
• Work with sales brokers to enhance the institutional CRM system, updating client records using a variety of tools to improve accuracy.
• Perform Word and Excel functions of moderate complexity.
• Answer multiple phone lines and/or initiate calls for clients, providing information or referring callers to the proper team and answering inquiries requiring a knowledge of the department’s overall functions.
• Process expense reports, checking for accuracy and appropriate receipts to ensure prompt payment.

Preferred Qualifications

• Industry experience helpful.
• Series 7 and 66/63 are supported and encouraged.