Sales Coordinator

Job Description

Job Description

It’s more than just numbers.

Miller Kaplan is a different kind of CPA firm; we believe in building a legacy yours. We want to give our clients the very best, and we understand that begins with helping our employees be their best through professional mentorship, life-work integration, and a sense of community. That starts with you!

Job Summary

As the Sales Coordinator, you will help drive the department’s initiatives and goals forward. You will work with the firm’s subject matter experts to support the firm’s overall business development and growth plans, among other administrative duties for the department.

Duties / Responsibilities :

• Update Salesforce to track new and developing business (help manage leads, assist in closing deals).
• Track requests for proposals (RFPs).
• Assist in preparing proposals.
• Conduct company, client, industry, competitor, and industry trends research.
• Identify and recommend newly drafted content that should be culled from or added to the content library and proposals.
• Identify sales enablement materials and tactics that the department should develop.
• Help generate leads.
• Help identify and coordinate sponsorship, speaking, and event opportunities or other promotional activities.
• Assist with event logistics & during events (must be able to attend in person).
• Perform other related duties and projects as assigned.

Education and Experience :

Required :

• 2+ years of experience years in business development for accounting, professional services, or other B2B organizations.
• Familiar with Salesforce.
• A highschool degree / GED.

Preferred :

• Familiar with Responsive (formerly RFPIO).
• Understanding of the business issues associated with the accounting and professional services industries.
• Marketing and / or market research experience.
• A graduate with a bachelor’s degree (equivalent experience will also be considered).

Required Skills / Abilities :

• Exceptional oral, written, and presentation skills.
• Strong capabilities in data analysis and market research.
• Deep understanding of the firm’s services.
• Relationship builder takes care in cultivating internal and external relationships.
• Ability to effectively communicate with all levels of staff and management.
• Exceptional organizational skills.
• Strong multi-tasker who can manage multiple projects on tight deadlines.
• Strong attention to detail.
• Stay current on industry news and alerts.

Physical Requirements :

• Prolonged periods sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at a time.

Benefits

LIFE :

• Competitive Salary : We value your dedication and hard work. We offer a competitive salary of $65,000 - 70,000 per year for this role.
• Generous Paid Time Off : Start with 20 days and watch it grow, plus 2 extra days annually for managers.
• Comprehensive Healthcare : Medical options include HMO, PPO, HDHP, with fully covered dental and vision for you.
• Flexible Spending Accounts & Health Savings Accounts : Manage healthcare expenses conveniently with a benefits debit card.
• Employee Assistance Program : Confidential support for personal or work-related challenges.

FAMILY :

• Hybrid & Remote Flexibility : Work-life balance matters! Enjoy flexibility based on your role.
• Insurance Benefits : Basic life insurance, voluntary life insurance, and long-term disability coverage.
• Dependent Care and Pet Insurance : Covering loved ones, furry or not, with flexible spending accounts and pet insurance.
• Bereavement Paid Time Off : Time to grieve and heal without work worries.
• Sabbatical and Personal Leave Options : Recharge and refocus with time off for personal needs.

BUSINESS :

• Social Events : Networking and unwinding at virtual and in-office firm social events.
• Referral Bonuses : Earn rewards for growing our team and client base.
• Commuter Benefits : Funds for transit and parking to ease your daily commute.
• Professional Development : Reimbursement for licenses, memberships, CPE allowance, and access to classes through Becker.

DREAMS :

• Retirement Plans : Tailored 401(k) Profit Sharing Plan for your financial future.
• Support for Professional Certifications : Assistance on your journey to CPA or CFE, including study materials, exam reimbursements, and bonuses.
• Leadership Development and Mentorship : Personal and professional growth through mentorship programs.

Ready to embark on a fulfilling career journey with us? Join our team and unlock a world of opportunities and support!

Miller Kaplan does not intend to hire job seekers who will need, now or in the future, Miller Kaplan sponsorship through the H-1B lottery, unless otherwise stated on the job posting.

All qualified applicants will receive consideration for employment at Miller Kaplan without regard to race, religious creed, color, ancestry, national origin, sex, gender (including gender identity and gender expression), age, mental or physical disability, medical condition, genetic information, sexual orientation, marital status, reproductive health decisions, military / veteran status, or any other legally protected status in accordance with state and / or federal law.

Miller Kaplan does not accept unsolicited candidates, referrals, or resumes from any staffing agency, recruiting service, sourcing entity, or third-party paid service at any time.

Any referrals, resumes, or candidates submitted to Miller Kaplan or any employee or owner of Miller Kaplan without a pre-existing agreement signed by both parties covering the submission will be considered the property of Miller Kaplan and not subject to any fees or charges.

For existing agreements, a role must be approved and open to external search; otherwise, unsolicited and unapproved submittals and referrals will be considered Miller Kaplan property and free of fees.

If you would like to inquire about referrals and or contracts, please reach out to [email protected].

All qualified applicants will receive consideration for employment at Miller Kaplan in accordance with the requirements of applicable state and local laws, including the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance regarding applicants with criminal histories and the SF Fair Chance Ordinance regarding applicants with arrest and conviction records.