Sales Coordinator
Description
Company Overview
RTS Financial, a Shamrock brand, is a factoring company that provides working capital solutions to businesses across multiple industries, primarily trucking and oilfield services. By providing accounts receivable financing, we help our customers build the cash flow necessary to grow their companies.
Shamrock Trading Corporation is the parent company for a family of brands in transportation services, finance and technology. Headquartered in Overland Park, KS, Shamrock is frequently recognized among the “Best Places to Work” in Kansas City and Chicago and was most recently recognized as one of America’s top 100 “Most Loved Workplaces” by Newsweek. We also have offices in Atlanta, Chicago, Dallas, Ft. Lauderdale, Houston, Laredo, Nashville and Phoenix.
Responsibilities
Shamrock Trading Corporation and RTS Financial are looking for a Sales Coordinator to join the operations team. The role of the Sales Coordinator is to provide support to the RTS Financial Sales team through prospective client documentation processing, review, and facilitation of communication and deal flow from the Sales to Operations department. Responsibilities include but are not limited to:
- Process prospective client applications, including reviewing external documentation and communicating with internal teams regarding required items
- Identify discrepancies between applications and contracts to ensure contracts comply with guidelines
- Draft prospective client agreements based on specifications provided by sales team
- Facilitate document gathering through communication with outside parties
- Accurately enter client and broker information into Salesforce and other platforms
- Work closely with internal teams to ensure proper communication and flow of incoming accounts
- Train new hires and assist with peer reviews as needed
- Assist with ad-hoc projects focused on data quality assurance
Qualifications
- Bachelor’s degree in business or related field
- Ability to work at a fast pace with few to no errors
- Strong ability to prioritize workflow tasks with little to no guidance
- Familiarity with Salesforce dashboard management
- Proficiency in utilizing external resources confidently and effectively
- Demonstrate high levels of engagement, motivation, and investment in the role and team
- Display a consistent attitude of teamwork, positivity, and flexibility
Benefits Package
At Shamrock we hire bright, ambitious people and give them the tools they need to be successful. By investing in training and development, we hope to become a long-term career for employees, where there are always opportunities for advancement. Shamrock also offers a premier set of benefits for employees and their families:
- Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents
- Work-Life Balance: Competitive PTO, paid leave policies and eligibility for work from home opportunities after an introductory period
- Financial: Generous company 401(k) contributions and employee stock ownership after one year
- Wellness: Onsite gym, jogging trail and discounted membership to nearby fitness center
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