Sales Coordinator (Hybrid)

Choose your next journey as Sales Coordinator with Millennium Trust Company and join a culture that empowers and where you can innovate. You will be celebrated, you will be challenged, and you can aspire to inspire. You are more than a colleague here; you are part of a COMMUNITY that goes ABOVE and BEYOND professionally and personally to make a difference.
Don't meet every single requirement? Here at Millennium, we believe there is NO "PERFECT" candidate and want to encourage applying even if all the requirements listed aren't met. Our goal is to build an authentic workplace by valuing diversity in our candidates. We work to ensure that our team reflects the diversity of the businesses and clients we serve. We are always looking to expand our growing team with dynamic and enthusiastic individuals. If you enjoy a collaborative, fun environment that champions career development, Millennium Trust is the place for you! We look forward to receiving your application! Check out a video on our Company Culture! Millennium Trust Culture
HOW YOU WILL SOAR:
The Sales Coordinator is responsible for providing support to the Retirement Services Sales team by assisting with tracking inquires, working with internal business units to resolve issues, conducting research, running regional campaigns, supplying data from Salesforce and partnering with the team on lead generation. The ideal candidate will be highly organized, reliable, proactive and a strong team player.

• Provide support to the team members by identifying opportunities, increasing communications, and coordinating engagement, events, reminders, and lists
• Assist with the delivery of lead generation and prospecting support through data mining and extraction of key information
• Provide daily, weekly, and monthly reporting as required by management and team members
• Assist the CRM Program Manager when working directly with Technology to support, improve, and create reports in Salesforce
• Assist with requests for proposal (RFPs), searches, and notifications
• Assist with trend analysis of sales data and proforma projections
• Work to continually enhance the data consistency, data entry user interface capabilities, functionality and streamlining of data processes
• Assist with reviewing presentations, proposals and newsletters
• Support conference activity working closely with Sales and Marketing
• Collect, maintain, and perform basic analysis of data using Salesforce and various internet and database search tools
• Partner with team members on CRM governance
• Research and analyze information to support sales efforts and integrated marketing automation campaigns
• Assist with special projects
• Other duties as assigned

IF YOU HAVE SOME OR ALL OF THE FOLLOWING, APPLY:

• Bachelor's Degree
• Preferred Major(s): Business, Communications, Marketing or related field
• 1-3 years of experience
• Adaptable to learn various 3rd party sales support technologies
• Self-starter with solid time management skills
• Able to be proactive while prioritizing and organizing multiple projects
• Strong interpersonal and verbal and written communication skills
• Collaborative teaming skills
• Experience with databases/data management, Salesforce or other CRM tool preferred

MILLENNIUM TRUST COMPANY is a rapidly growing, leading financial services company offering specialized retirement and institutional services and recently acquired PayFlex, a consumer directed benefits provider, to create a personalized, holistic approach to financial wellness. To that end, we provide a diversified multi-product business with a holistic focus on financial wellness. Millennium Trust has experienced year-to-year double digit growth and prides itself on its strong, progressive culture.
We have been recognized for our tremendous growth on lists, such as Crain's Fast 50 and Inc. 5000, as well as our dedication to our customer's wellbeing receiving the 2021 Gallagher Best-In-Class Employer and the 2020 Greater Oak Brook Chamber of Commerce Exceptional Service Award.