Sales Operations Coordinator Req # 1095

Who we are...

COCC delivers complete enterprise processing solutions to financial institutions throughout the northeastern United States. Listed among American Banker's FinTech 100 and the Inc. 5,000 fastest growing companies in the nation, COCC inspires the industry with innovation and top quality support. Designated as a Top Workplace in Connecticut and a National Great Place to Work, COCC recognizes employees as the core of our success! COCC offers a progressive training program to support employees in personal and professional development.

What we need...

COCC is looking for a Sales Operations Coordinator to join our Business Development team. This outgoing, energetic and professional individual will be in a highly visible position to help further strengthen COCC's sales support efforts, specifically focused on proposals and presentations. Directly supports all sales efforts, including but not limited to the following: organizing product presentations, giving product demonstrations, facilitating Request for Proposal (RFP) responses, and other related activities to assist with sales initiatives.

What's in it for you...

All of the benefits you'd expect from an award-winning employer plus:

• A customized training plan to successfully onboard you through your first year

• A robust employee training and development program
• Generous PTO offering as well as competitive pay and benefits
• On-site fitness center
• Tuition reimbursement
• One-on-one career coaching
• Financial planning assistance with certified professionals
• Fun employee events such as company outings, trivia, sports leagues wellness events
• Peer recognition programs

What you'll do...

• Work with Core Sales Manager to determine requirements, strategy, and all other discovery
• Schedule meetings/presentations/demonstrations based on prospect, vendor, and internal availability
• Prepare agendas, PowerPoints, digital marketing material, handouts, and promotional giveaways
• Make travel arrangements and submit expense requests
• Maintain and test equipment, connectivity, and demo applications to ensure proper working order
• Coordinate and assist with the entire RFP (Request for Proposal) process from receipt to delivery
• Obtain product knowledge and provide high-quality responses by collaborating with the Business Development team, subject matter experts, and third-party resources
• Perform thorough proofreading, review, and editing
• Deliver the finished RFP product with all necessary requirements
• Maintain the RFP database/RFP Software and work with subject matter experts to ensure that content is current and accurate
• Update and maintain all tracking and reporting through an internal CRM system
• Perform other sales and marketing-related activities with quality and thoroughness
• Travel up to 30% primarily comprised of day trips, occasional need to spend an overnight and rare occasion to spend more than an overnight

What you'll bring...

• Bachelor's degree in Accounting/Finance or Sales/Marketing, or equivalent work experience
• 1+ years in a Sales/Marketing or Customer Service
• 1+ years work experience in a Bank/Credit Union or other professional setting
• Public speaking, scripting, and presentation skills
• Desire and ability to learn about banking products and then present products to an audience
• Ability to take initiative and perform independent research on unknown items
• Ability to communicate effectively with prospects, customers, third party partners, and all levels of internal staff and management, both verbally and in writing
• Ability to effectively manage multiple tasks and projects simultaneously with open communication and strict adherence to deadlines
• Must have meticulous attention to detail as the job requires daily proofreading and editing
• Must be a team player with a positive attitude, have a neat appearance, outgoing, adaptable, and flexible
• Strong analytical skills and proficiency with Microsoft Office (Word, Excel, PowerPoint, Outlook)
• Ability to record detailed, clear and accurate meeting notes and other information presented via in-person or virtual settings
• Experience with CRM/Sales tracking and Smartsheet is a plus

Salary Range for this role $55,000-$63,000 per year

COCC is committed to maintaining a drug-free workplace. All applicants are required to pass a credit, background, and substance test prior to employment. COCC procures background and consumer reports in compliance with all Federal and State regulations, including The Fair Credit Reporting Act and CT Department of Labor laws regarding pre-employment screens. COCC is an equal opportunity employer committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.

Accessibility - If you're a job seeker with a disability and require accessibility assistance or an accommodation to apply for one of our jobs, please let us know by calling 860-678-0444 or emailing TalentManagement@cocc.com. Please specify the help you need and we'll be happy to get back to you!