Job Description
Role context, responsibilities, and expectations.
ROLE
Do you love managing calendars, doing data entry, administrative tasks?
Are you looking for ways to create new systems or optimize existing ones?
Are you great at problem-solving and creating solutions to current and future problems?
Are you passionate about changing the financial future of moms & their families?
Then The Rainmaker Family is looking for you!
Stephen & Chelsey Diaz are seeking a full-time Sales Coordinator to help The Rainmaker Family sales team be the best that it can be.
As a part of The Rainmaker Family team, we’re always looking to steward and multiply what we do, looking for ways to love and serve families who are ready for financial breakthroughs.
Sales Coordinators are responsible for generating business revenue by increasing the overall efficiency of the sales department.
Our perfect Sales Coordinators Team Member loves to serve others and is obsessed with accuracy and efficiency.
RESPONSIBILITIES
Sales Call Calendar Management
Manage, track, and optimize calendar availability for all sales reps
Track calendar availability (openings) for sales rep
Approve & grade lead applications
Cancel & delegatee unqualified applications
Share daily calendar report in Slack
Communicating calendar KPIs to marketing/setters daily
Verify incoming appointments have proper attribution
Lead source & status
If leads are double booked, & both leads show up to call, urgently assign the lead to a new sales rep
CRM Management
Point of contact (expert) for everything related to our CRM - Zendesk Sell
Confirm all leads/opt ins are contacted by sales reps
Confirm sale reps are following outbound process
Reassign leads to different sales reps
Update lead status
Point of contact between sales reps and Zendesk Sell support when they have issues
Confirm sales reps updating their leads/deals in the CRM
Sales Reporting
Responsible for managing and updating all company tracking sheets
Sales/KPI Tracker
Closer Tracker Sheets
Setter Tracking Sheets
Verify company tracking sheets against data from CRM and analytics software
Share daily sales KPIs in Slack
Confirm sales reps are updating their activity and projection sheets
Paid Ads Reporting
Responsible for managing and updating all company tracking sheets
Sales/KPI Tracker
Share daily sales KPIs in Slack
Verify company tracking sheets against data from multiple sources
General Administrative Tasks
Confirm sales reps are submitting their end-of-day (EOD) reports.
Point of contact between sales reps and commission/accounting team
Manage and track sales rep time off
Confirm new students are successfully connected with their coach
Document all workflows and create screen record standard operating procedures (SOP) of tasks
Create an SOP & task library for all tasks done in this role (Library will be built in Monday.com)
RESULTS
Generate business revenue by optimizing the sales team’s calendar/call availability
Generate business revenue and increase value per lead by managing the CRM
Generate business revenue by tracking sales KPIs so we can identify areas for growth, improvement, and optimization
Generate business revenue by tracking paid ads KPIs so we can identify areas for growth, improvement, and optimization
Generate business revenue by removing administrative obstacles for sales reps so they can spend more time selling
Generate business revenue by increasing the efficiency of the sales department
Complete SOP & Task Library For This Position
REQUIREMENTS
Integrity:
Be someone who follows through with what you say. You are responsible for tracking all business data. Crucial business decisions are made based on this data. Ensure data is accurate and verified.
Work ethic:
This is not an easy job. The sales department is always busy. You must be willing to work hard in a fast-paced environment.
Proactivity:
Look ahead in an attempt to anticipate potential problems. Execute plans to avoid those problems. Have systems in place to mitigate damage those problems cause the business.
Solutionary:
Create solutions to problems. Do not leave problems unresolved. Create a plan on how to solve the problem before bringing the problem to your manager.
Attention to detail:
Data management is a HUGE part of this role. You must be obsessed with verifying the data is accurate. Mistakes in the data will not be tolerated. To ensure you really do pay attention to the details, post the words madewell jeans in all caps as the subject line of your reply to this job post. Also, in the description tell us about your favorite movie.
High standards:
You will primarily be interacting with the sales team. The sales team is a high standard & high intensity environment. To be a part of the sales team, you must have high standards for yourself and must live up to the sales team’s high standards.
Accountability:
Willingness to be held accountable for reaching outcomes/performance KPIs. You understand that you will leave the team if you do not meet performance KPIs.
Availability
You must have t