New Business Coordinator - job 1 of 2

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