Now Hiring - Financial Services Sales Coordinator in Irvine, CA

Omega Accounting Solutions is an accounting and data firm that empowers small businesses to make informed business decisions through the production of accurate and timely books that yield honest, insightful, and actionable reports. We work with CFOs, controllers, accountants, and software developers to collect, integrate, analyze, and present essential data that allow for healthy corporate operation and growth.

Our culture is vibrant, and we are on a mission to provide outstanding service to each of our clients. Our core values include Accuracy, Honesty, Efficiency, Transparency, and Integrity. If you possess these values, then you would be a great fit for Omega!

Omega Accounting Solutions has been awarded a Top Workplaces 2021 honor by the Orange County Register!

Omega Accounting Solutions is in hyper growth mode and seeking an experienced Sales Coordinator within our sales team to support co-marketing strategies and foster strategic partnerships

This position is fully on-site.

WHAT YOU WILL DO:

• Coordinate and collaborate effectively with cross function team members to complete projects in a timely manner
• Engage and coordinate payment and document collection from customers as needed
• Respond to all partnership inquiries in a timely and professional manner
• Manage CRM database health through researching, gathering, and tracking client information
• Collaborate on administrative tasks for the business development and sales leadership team
• Coordinate growth initiatives, generate and nurture leads, and execute successful email marketing campaigns
• Perform data entry tasks and maintain an organized and accessible CRM system
• Act as a liaison between internal departments and external teams
• Track conversion rates for strategic partnerships and execute marketing campaigns
• Monitor performance indicators of strategic partners, manage sales tracking tools, and compile reports
• Uphold internal protocols for company database and operations

ABOUT YOU

• Highly organized and detail-oriented
• Capacity to prioritize projects, work well under pressure, and meet deadlines
• Ability to thrive in a fast-paced, changing environment and multitask as needed
• Diplomacy, tact, and poise under pressure when working through issues
• Goal-oriented and achievement-driven disposition
• Ability to partner with other departments
• Strong written, verbal, interpersonal, and collaboration skills
• High personal accountability
• Strong time management skills
• Exposure to sales principles and customer service practices is highly desirable
• Excellent team working, interpersonal, communication, and customer service skills

QUALIFICATIONS:

• A bachelor’s degree in business, marketing, or a related field is preferred
• 2+ years of experience in customer experience or sales support, along with high-volume transaction work
• Expertise working with Microsoft Office and G-Suite (Sheets, Docs, etc.).

Job Type: Full-time

Pay: $31.25 - $36.00 per hour

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Irvine, CA 92618: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Office: 1 year (Required)
• B2B Sales Support: 2 years (Required)

Work Location: One location