Job Description

SWBC is seeking a talented individual to develop, coordinate, and process key sales documents for the products of the Financial Institution division in order to gain new clients and cross-sell to existing clients in an effective and efficient manner.

Essential duties include the following:

• Constructs and distributes key sales documents, such as proposals and contracts to include coordination and communication with Legal, product owners and the underwriting team to ensure all required discovery information is submitted, the quotes processed meet given deadlines, and contracts reflect the program accurately.
• Processes sales documents, such as executed agreements, agreement revisions, cancellation notices, etc. through coordination and communication with Legal, product owners, corporate departments, and third-party vendors and stakeholders.
• Documents key data in our Customer Relationship Management system to ensure client data quality standards.
• Coordinates the development, communication, meetings, timelines, and deliverables of formal RFP’s and sales presentations by working with product owners, the senior leadership team, subject matter experts, corporate departments, and stakeholders to ensure target dates and deliverables are met.
• Provides quality control review and editing of all proposal content, graphics, and referenced appendices.
• Monitors the Sales Administration email inbox to include handling and responding to requests, in a timely manner and within department service standards.
• Performs regular proposal audits with product owners, subject matter experts, and stakeholders to ensure proposal content is accurate and updated with relevant enhancements or program changes.
• Creates and manages the PBI process for Salesforce enhancement for Sales Admin.
• Documents the process flow for all sales documents and ensure SLA’s are inline.
• Assists the Sales Admin Manager in sales and market analysis research, development, and maintenance of related reports.
• Performs all other duties as assigned.

Serious candidates will possess the minimum qualifications:

• Bachelor’s Degree in Marketing, Public Relations, Communications, or related field from an accredited college or four-year university required.
• Minimum of one (1) year of administrative support experience in a sales or marketing environment required, preferably in the financial services or insurance industry.
• Experience with Salesforce, Upland Qvidian, or other related sales tools are preferred.
• Working knowledge of sales strategies, tactics, and tools.
• Working knowledge of product positioning, promotions, market research, and recognizing trends and opportunities.
• Proficient Microsoft Office skills, including Outlook, Word, and Excel.
• Excellent interpersonal and communication (both written and oral) skills.
• Excellent project oversight, organizational, and time management skills.
• Excellent and effective editor skills, especially in the areas of grammar, punctuations, style, and the like.
• Solid business acumen and problem-solving skills.
• Strong project management skills.
• Strong analytical and organizational skills to perform multiple work assignments.
• Able to use basic office equipment, including copy machine, personal computer, and fax.
• Able to type 40 WPM.
• Able to develop strong relationships and work with senior level executives.
• Able to sit for long periods of time performing sedentary activities.
• Able to stand, stoop, and kneel to perform various job related tasks for long periods of time.
• Able to push, pull, and lift up to 20 lbs. of brochures, pamphlets, or other similar marketing materials.

SWBC offers*:

• Competitive overall compensation package
• Work/Life balance
• Employee engagement activities and recognition awards
• Years of Service awards
• Career enhancement and growth opportunities
• Leadership Academy and Mentor Program
• Continuing education and career certifications
• Variety of healthcare coverage options
• Traditional and Roth 401(k) retirement plans
• Lucrative Wellness Program

*Based upon employee eligibility

Additional Information:

SWBC is a Substance-Free Workplace and requires pre-employment drug testing.

Please note, SWBC does not hire tobacco users as allowed by law.

To learn more about SWBC, visit our website at www.SWBC.com. If interested, please click the appropriate apply button.