Sales Support Coordinator at Liberty1 FInancial
Irvine, CA 92606, USA -
Full Time


Start Date

Immediate

Expiry Date

06 Dec, 25

Salary

60000.0

Posted On

07 Sep, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Spanish, Plus, Five9, Communication Skills, Operations, Salesforce

Industry

Marketing/Advertising/Sales

Description

POSITION SUMMARY

We are seeking a highly organized and proactive Sales Support Coordinator to provide real-time assistance to our sales team and leadership. This role is critical in ensuring smooth day-to-day operations by managing communications, maintaining system accuracy, monitoring performance, and supporting the sales floor. The Sales Support Coordinator will also collaborate with HR and the QA Department on compliance-related tasks, provide general office support, assist with call verification when needed, and step in to cover key responsibilities when managers are unavailable.
The company reserves the right to change, modify, or assign other duties to this position as needed.

QUALIFICATIONS

  • Prior experience in sales support, operations, or customer service environment
  • In depth knowledge of how to use CRM tools such as Salesforce and dialer/reporting platforms like Five9 and Debtalytics
  • Strong organizational skills and attention to detail
  • Ability to multitask and respond to real-time requests in a fast-paced environment
  • Excellent written and verbal communication skills
  • Bilingual (Spanish) a plus, but not required
  • Full Time in office work in our Irvine Office

How To Apply:

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Responsibilities
  • Monitor internal Teams chat to assist agents promptly with questions, technical issues, or resource needs
  • Reassign leads from Appers and Trainees as needed to support productivity and ensure timely follow-up
  • Review and post closed deals, ensuring accuracy and compliance with company standards
  • Merge duplicate accounts in Salesforce to maintain data cleanliness and avoid redundancy
  • Monitor the DNC (Do Not Call) chat, verify documentation, and update lead statuses accordingly in Salesforce
  • Run performance and operational reports using tools such as Five9 and Debtalytics to support decision-making
  • Update agent proficiencies based on performance and training outcomes
  • Identify and address out-of-spec leads to maintain lead quality and compliance
  • Maintain and update the attendance and Saturday shift list for scheduling and tracking purposes
  • Handle overflow inbound calls when managers are unavailable or in meetings
  • Assign Spanish-language calls to bilingual agents to ensure proper service
  • Work with HR to ensure compliance with lunch penalty reduction and related labor requirements
  • Partner with the QA Department to assist with QA reviews and ensure adherence to compliance standards
  • Support phone call verification for compliance if needed
  • Provide general office support, including supplies coordination, scheduling assistance, and workflow organization
  • Provide backup coverage for Sales Managers and Sales Directors as needed
  • Offer overall operational support to the company’s sales department
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