Sales Relationship Coordinator (Multiple Locations) at ML MORTGAGE CORP. – Rancho Cucamonga, California

About the Role:

The Sales Relationship Coordinator plays a pivotal role in fostering and maintaining strong, long-term relationships with clients within the Other Services industry. This position is responsible for acting as the primary liaison between the sales team and customers, ensuring seamless communication and satisfaction throughout the sales process. The coordinator will assist with client accounts, track sales activities, and support the development of tailored solutions that meet client needs. By proactively addressing client inquiries and concerns, the role contributes directly to customer retention and revenue growth. Ultimately, the Sales Relationship Coordinator ensures that client interactions are positive, efficient, and aligned with the company’s strategic sales objectives.

Minimum Qualifications:

• High school diploma or equivalent;
• At least 1 years of experience in sales support, customer service, or client relationship management.
• Proficiency with CRM software and Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong communication skills, both written and verbal, with the ability to interact professionally with clients and internal teams.
• Demonstrated ability to manage multiple tasks and prioritize effectively in a fast-paced environment.

Preferred Qualifications:

• Experience working within the Other Services industry or a similar service-oriented sector.
• Knowledge of sales processes and techniques, including upselling and cross-selling strategies.
• Bilingual abilities or additional language skills relevant to the client base.

Responsibilities:

• Serve as the main point of contact for clients, responding promptly to inquiries and providing updates on sales processes.
• Coordinate and support the sales team by managing schedules, preparing sales materials, and tracking client interactions.
• Maintain accurate records of client communications, sales activities, and account information using CRM software.
• Collaborate with internal departments to resolve client issues and ensure timely delivery of products or services.
• Assist in identifying opportunities for upselling or cross-selling based on client needs and feedback.
• Prepare regular reports on client status, sales progress, and relationship health for management review.
• Organize and facilitate client meetings, presentations, and follow-up activities to strengthen partnerships.

Skills:

The Sales Relationship Coordinator utilizes strong interpersonal and communication skills daily to build trust and rapport with clients, ensuring their needs are understood and addressed promptly. Organizational skills are essential for managing multiple client accounts, coordinating sales activities, and maintaining detailed records within CRM systems. Problem-solving abilities enable the coordinator to identify and resolve client issues efficiently, contributing to customer satisfaction and retention. Analytical skills support the preparation of sales reports and the identification of growth opportunities through data insights. Additionally, proficiency in technology tools such as CRM software and Microsoft Office enhances productivity and facilitates clear communication across teams.