Sales Coordinator

Location: Charlotte, NC, United States; hybrid work schedule in the Charlotte office

Base salary: $45,000–$50,000 per year, plus a sales incentive package and benefits.

Company

hirify.global provides investment solutions, technology, consulting, and support services for independent financial advisors.

What you will do

• Generate and manage financial reports for the sales team.
• Maintain and administer records and processes in Salesforce.
• Order marketing materials for advisors, prospective advisors, and sales staff.
• Execute call campaigns promoting conferences, webinars, and regional events.
• Provide additional operational support for the sales team’s goals.

Requirements

• Bachelor’s degree in business, finance, or a related field.
• Experience in sales or customer service.
• Strong organizational, time-management, interpersonal, and phone communication skills.
• Ability to adapt quickly, prioritize tasks, and work independently in a fast-paced environment.
• Proficiency with Microsoft Office applications, including Excel, Word, and PowerPoint.
• Must be legally authorized to work in the United States.

Culture & Benefits

• Hybrid work schedule with flexible time or paid time off and sick time off.
• 401(k) with a 6% employer match.
• Medical, dental, and vision coverage with HDHP or PPO options.
• HSA employer contribution for HDHP participants.
• Volunteer time off, fitness reimbursement, and career development opportunities.
• Inclusive culture focused on client success, integrity, respect, excellence, and collaboration.