Business Development - Sales Operations Coordinator #582

COCC is an industry-leading fintech provider delivering innovative technology solutions throughout the Northeastern United States. They are seeking a Sales Operations Coordinator to support sales initiatives, focusing on proposals, presentations, and product demonstrations while coordinating various sales-related activities.

Responsibilities

• 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

Skills

• Bachelor's degree in Accounting, Finance, Sales, Marketing preferred but will consider appropriate work experience and/or certifications
• One or more years of sales and/or marketing experience
• 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
• One or more years of professional experience in a banking, credit union, or similar professional environment
• Experience with COCC/Fiserv DNA Core Processing system
• Experience with secondary banking products (CRM, AML, Report Writer, Internet Banking, ATM)
• Experience with Smartsheet
• Experience with RFP software

Benefits

• 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

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