The Sales Coordinator position is responsible for supporting Account Executives, Finance, and Operations throughout the lifespan of a show or project. The primary support function will include Salesforce opportunity creation, maintenance and pipeline accuracy, proposal preparation and revisions, invoicing within the Account Management System, contract preparation and redline facilitation with legal, insurance requests, collection, and direction of payment application, purchasing, and overall project monitoring. Daily monitoring of Salesforce, data clean up, and special data entry projects will be assigned to the Sales Coordinator. This position is also responsible for coordinating with Account Executive(s), development customers, and dry hire work with an emphasis on Salesforce coordination, data entry clean up, alignment of systems and dry hire to small project management.
Essential functions:
- Daily sales support, and coordination with accounting, sales, and operations
- Creating and maintaining all Salesforce opportunities for Theatre from solicitation to closed won (responsible for pipeline and forecasting accuracy)
- Constant communication with sales group to ensure reporting accuracy
- Runs reports in Salesforce to maintain Salesforce statuses, communicates on a weekly basis with Sales Executives to ensure their entries, administers applicable updates
- Creates and runs reports for management on a weekly basis
- Connecting with PM’s and organizing all aspects of a project to prepare uniform client facing proposal
- Overseeing quote turn-around times and deadlines
- Checking all budgets and assists in communicating to ensure budgets are cohesive across disciplines
- Cross referencing RFPs with budgets for accuracy
- Make all updates and changes needed until closed won
- Gathers billing details and does due diligence for new customers (credit checks, insurance, required documents etc.) upon opportunity confirmation
- Creating customers in the AMS and invoicing ‘push to print’ for dry hire
- Creating terms and conditions for all projects (or for dry hire, forwarding Master Agreement)
- Overseeing redline process
- Acting as a liaison between legal and customer
- Ensuring all legal discussions are facilitated until final, signed contract is achieved.
- Finalized contract saved in opportunity in Salesforce and share drive
- Creating weekly bill schedule for tours to dictate invoicing (included on contract)
- Monitor and handle upwards to $200,000
- Managing and organizing all invoicing for Theatre, weekly bill schedules or one offs
- Making insurance request, and working with our carriers for reciprocal
- Ensuring all systems match Salesforce final, matching contracted end amount.
Salary: $50,000-$55,000 Annually
COMPANY: | PRG | |
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DATE POSTED: | 5/8/2023 | |
WEB SITE: | click here | |
E-MAIL: | katherine.taylor@prg.com | |
ADDRESS: | 50 Meadowlands Pkwy Secaucus, NJ 07094 |
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