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
Company Overview
- COCC is an information technology company that offers technology services from core processing to business process management. It was founded in 1967, and is headquartered in Avon, Connecticut, USA, with a workforce of 501-1000 employees. Its website is http://www.cocc.com.