Sales Administrative Coordinator
MoFi
- Boise, Idaho, United States
- Boise, Idaho, United States
À propos
The successful candidate will be highly organized, proactive, and detail-oriented. They will enjoy managing multiple priorities, coordinating complex schedules, and ensuring critical information is accurate and accessible. This role requires someone who takes initiative, follows through on commitments, and takes pride in helping a team operate at a high level.
This position provides significant exposure to relationship management, banking, sales strategy, lending, and community development finance. Over time, the Sales Administrative Coordinator will develop a strong understanding of MoFi’s products, programs, referral partners, and lending priorities while becoming a trusted resource for both internal staff and external partners.
Across all responsibilities, the Sales Administrative Coordinator ensures work is completed with a high degree of quality, professionalism, accuracy, and timeliness. They are an excellent communicator, a strong collaborator, and someone who never hesitates to roll up their sleeves and get the job done well.
Key Responsibilities Salesforce and Data Management
Maintain accurate records of meetings, referrals, contacts, opportunities, and activities within Salesforce.
Monitor data quality and ensure business development information remains complete, organized, and current.
Generate reports, dashboards, and relationship summaries to support business development activities and strategic decision-making.
Track referral activity, partner engagement, and business development performance metrics.
Coordinate with internal teams to retrieve and distribute information needed by business development staff.
Business Development Support
Coordinate calendars, meetings, travel arrangements, and logistics for Regional Presidents and business development staff.
Prepare briefing materials, relationship histories, and supporting documentation for banker and partner meetings.
Assist with banker follow-up, gift coordination, and ongoing relationship management activities.
Maintain organized records of referral partner interactions and business development efforts.
Support relationship management activities with banks, referral partners, and community organizations.
Reporting and Analytics
Prepare timely and accurate reports supporting Community Reinvestment Act (CRA) partnerships and bank initiatives.
Anticipate reporting and data needs for upcoming meetings, presentations, and strategic discussions.
Analyze and organize information from multiple systems to support business development efforts.
Assist leadership with tracking goals, outcomes, and performance metrics.
Events and Partner Engagement
Support planning and execution of conferences, partner meetings, networking events, and industry gatherings.
Coordinate event logistics, registrations, travel arrangements, and materials preparation.
Assist with follow-up activities after events and meetings to ensure timely communication and relationship management.
Learning and Professional Growth
Develop a working understanding of MoFi’s products, programs, and eligibility requirements.
Learn lending fundamentals, CRA priorities, and relationship management best practices.
Shadow business development travel and customer meetings to build industry knowledge and professional expertise.
Qualifications
Experience using Salesforce or a comparable CRM platform preferred.
Prior experience in administrative support, sales coordination, banking, customer service, project coordination, or related fields preferred.
Strong organizational, multitasking, and time management skills.
Excellent interpersonal and communication skills, both written and verbal.
Demonstrated attention to detail and commitment to accuracy.
Strong analytical and problem-solving skills.
Proficiency in Microsoft Office Suite, particularly Excel.
Ability to maintain confidentiality and exercise discretion.
Professional presence and strong customer service orientation.
Ability to work independently while collaborating effectively across departments.
Willingness to travel up to 50% as needed.
Compensation Salary is $50,000 to $60,000.
Full benefits including:
Insurance and Savings
Employer-paid health, dental, and vision care for employee and family
Employer matched 401(k)
HSA
Short-term and long-term disability insurance
Employer-paid life insurance
Matched savings program
Work Life Balance
Paid holidays
Vacation leave
Sick leave
Parental leave
Professional Development
Professional development or training budget
Conference or certification support
Employee assistance program (EAP)
Great technology
In-office meals and refreshments, including lunch, snacks, and beverages
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Compétences linguistiques
- English
Avis aux utilisateurs
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