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Job Requirements for a Sales Coordinator

by Neil Kokemuller, studioD

Sales coordinator is a role within a company or department sales team. The coordinator doesn't often interact with clients directly in the initial sales process. Instead, he supports representatives in various ways, including setting schedules, preparing client materials and communicating with clients after the initial contact is made.

Sales Assistance

A key role for a sales coordinator is simply to make the jobs of the sales team easier and more efficient. Keeping track of schedules and client meetings for the department is common, for instance. If a sales rep is on the road and a new prospect calls, the coordinator might try to arrange a meeting later that day. Keeping files of legal contracts or documents often used by sales reps is also an important responsibility.

Client Interaction

Even though you don't normally sell directly to clients in a coordinator role, you do interact with them in a few situations. First, coordinators often make follow-up calls to clients after an initial meeting by a sales rep. This call is commonly used to assess a client's intentions to purchase, to negotiate any pricing and terms and to assist in identifying any additional roadblocks to completing a deal. Coordinators may also respond directly to clients after receiving calls to assess needs and to assign a sales rep to the call.

Administrative Tasks

Coordinators also participate in setting strategies for the sales department and in preparing reports on actual sales versus projections to present to management. They may also have to evaluate various activities and expenses to address department efficiency. The sales coordinator also commonly interacts with other internal departments to ensure proper shipping and installation of goods, or to follow up on customer problems that arise during the delivery and implementation processes.

Background Requirements

The level of education required to work as a sales coordinator varies. Many companies require sales coordinators have either a two-year or four-year degree in a business or marketing-related area. This position is often an entry-level position within a sales or marketing department. Therefore, much of the role is learned during training and development. However, you might have to get certified if legally required or mandated by the company. Sales coordinators in financial services offices might have to get certain financial certifications, for instance.

About the Author

Neil Kokemuller has been an active business, finance and education writer and content media website developer since 2007. He has been a college marketing professor since 2004. Kokemuller has additional professional experience in marketing, retail and small business. He holds a Master of Business Administration from Iowa State University.

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