Business Development - Sales Operations Coordinator #582

What we need This outgoing, energetic and professional individual will be in a highly visible position that directly supports COCC s sales, with a specific focus on proposals and presentations. Additional responsibilities include, but are not limited to organizing product presentations, giving product demonstrations, facilitating Request for Proposal (RFP) responses, scheduling sales meetings and other related activities to assist with sales initiatives.
What s in it for you COCC offers a collaborative environment, career growth, and all the benefits you d expect from an award-winning employer, including: Hybrid schedules and ample paid time off allowing you work/life balance and flexibility
Customized training and onboarding to support you in your first year at COCC
Robust employee development programs aligned with career pathing objectives
Cutting-edge training and educational resources from vendors like SANS, PluralSight and CBTNuggets Generous PTO offerings, benefits and competitive compensation
On-site fitness centers, wellness incentives, and lifestyle spending accounts
Tuition Reimbursement
One-on-one career coaching
DEIB initiatives championing inclusion and encouraging you to bring your whole self to work
Financial planning assistance with certified professionals
Peer recognition programs What you ll do Partner with the Core Sales Manager to determine requirements, strategy, and discovery needs for product demonstrations
Schedule meetings, presentations, and demonstrations based on prospect, vendor, and internal availability
Prepare agendas, PowerPoint presentations, digital marketing materials, handouts, and promotional giveaways
Coordinate travel arrangements and submit expense requests
Maintain, test, and troubleshoot technology equipment, connectivity, and software to ensure reliable demonstrations
Coordinate and support the full Request for Proposal (RFP) lifecycle from receipt through submission
Track RFP deadlines and ensure accurate, timely delivery of all required materials
Assist with drafting, formatting, and assembling high‑quality RFP responses in collaboration with senior team members, subject matter experts, and third‑party resources
Perform thorough proofreading, editing, and quality assurance reviews
Deliver finalized RFP responses with all required supporting documentation
Maintain RFP databases and RFP software, ensuring content remains current and accurate
Update and maintain tracking, reporting, and documentation within internal CRM systems
Support additional sales and marketing initiatives with accuracy, organization, and attention to detail
Perform other duties as assigned
Travel up to 30%, primarily day trips with occasional overnight travel What you ll bring Bachelor s degree in Accounting, Finance, Sales, Marketing prefferd but will consider appropriate work experience and/or certifications
One or more years of sales and/or marketing experience
One or more years of professional experience in a banking, credit union, or similar professional environment preferred
One or more years of customer service experience
Strong public speaking, scripting, and presentation skills
Ability and willingness to learn banking products and present them to various audiences
Initiative and ability to conduct independent research on unfamiliar topics
Excellent verbal and written communication skills with prospects, customers, partners, and internal stakeholders
Basic understanding of sales processes and CRM systems
Intermediate proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
Experience with COCC/Fiserv DNA Core Processing system preferred
Experience with secondary banking products (CRM, AML, Report Writer, Internet Banking, ATM) preferred
Experience with Smartsheet preferred
Experience with RFP software preferred Salary Range for this role is $48,000-$63,000 per year