Sales Support Coordinator

TruWest Holdings is a private holding company that scales companies in the enterprise technology space by providing strategic leadership, operational expertise and financial resources. Privately owned by the Kennedy Family, it operates subsidiaries located in the United States, Canada, UK and Europe.

TruWest Holdings’ portfolio includes TRG, a global managed service provider; Inversion6, tailored cybersecurity solutions; River Capital Finance, equipment leasing/financing; River SaaS Capital, debt and equity investments for B2B SaaS businesses; and Sibling Revelry Brewing, a craft brewery and taproom.

Headquartered in Westlake, OH, our environment, culture, and benefits are second to none. We make sure everyone lives and breathes our core values. From senior leadership to interns, everyone is evaluated on the same criteria. 

With a basketball court, pickleball court, golf simulator, full-scale gym, brewery and restaurant, we strive to provide a space where our employees can take advantage of our work hard, play hard philosophy.

The Sales Support Coordinator is responsible for assisting the sales team with administrative and clerical tasks associated with customer accounts.

Essential Functions

• Assists the sales team with the following day-to-day support functions:
  • Processing purchase orders
  • Provides tracking information and order related details upon request
  • Assists with pulling and quoting Inversion6 net new opportunities and contract renewals
  • Works with sales to manage to deal registrations creation
  • Provide proactive contract renewal support for larger / complex accounts
  • Works with sales to create and manage special pricing requests and renewals
  • Assist with SOW creation
  • Creates a strong RFP process along with sales team
• Works with Procurement Specialists to ensure smooth order process
• Acts as POC to customers when assigned team member(s) are out of the office and provides the following support functions:
  • Quote creation
  • Obtains and processes purchase orders
  • Order status follow up and tracking
• Performs proactive management of team’s SFDC
  • Ensuring close dates are valid and includes proper attachments
• Works directly with vendors and distributors as needed
• Continuing education around products offered by each vendor including attending learning sessions with vendors.
• May be involved in the planning, organization, and implementation of special events, specific projects, or program changes.
• Employee may be asked to complete related duties other than those indicated above as assigned by their supervisor.

Qualifications

• Associates degree required.
• At least 2 years of experience in an administrative support role is required.
• Ability to successfully pass a criminal background check.
• Ability to prioritize multiple projects in a fast-paced environment.
• Accuracy, organization, and attention to detail are required to coordinate all aspects of position.
• Excellent communication skills to coordinate with other departments involved in process.
• Good clerical skills, computer, and data entry skills are required. Experience with MS Office Suite required.
• Prior experience with Salesforce.com (SFDC) is preferred.

 Performance Requirements

• Must maintain regular and reliable attendance to the satisfaction of management.
• Must be able to operate a computer and other position related technologies.
• Must be able to clearly and confidentially communicate with TruWest employees, customers, and other stakeholders.
• Must adhere to TruWest Values at all times.

Physical Requirements

• Must be able to remain in a stationary position 50% of the time.
• Must be able to visually read written and digital information.
• Must be able to type files and other paperwork.