Summary/Objective

Reporting to New Client Services Sales Manager, the New Client Services Sales Coordinator is responsible for processing new clients of the firm and supporting the sales team in the new client discovery process.

Essential Functions

• Coordinate with Billing, Compliance and Planning departments to ensure that new clients are processed promptly with consideration to clients’ preferences.
• Support the client discovery process through daily calls/emails to schedule consults with New Client Manager(s).
• Continually readdress priority of new business pipeline and collaborate with CWA and its partners to maximize Managers’ lead flow.

Responsibilities & Duties

• Draft and process new client engagement documents.
• At least 30 phone calls per day and daily email interaction with new client prospects.
• Prioritize sales pipeline through Salesforce and with consideration to NCS weekly/monthly/quarterly goals.
• Collaborate with Marketing and external lead sources to maximize lead flow.
• Field basic questions regarding accounting, tax and consulting services.
• Request, identify, and organize sensitive and confidential business documents.

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.

Education and Experience

Bachelor’s degree in business or related field preferred

At least 1 year of experience in related field not limited to: accounting, finance or marketing.

Travel

No travel is expected for this position.

Work Environment

This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Physical Demands

This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.

Position Type and Expected Hours of Work

This is a full time, non-exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management’s approval.