Sales Coordinator

    • Job Tracking ID: 512231-578888
    • Job Location: Irvine, CA
    • Job Level: Mid Career (2+ years)
    • Job Type: Full-Time/Regular
    • Date Updated: August 04, 2017
    • Years of Experience: 2 - 5 Years
    • Starting Date: ASAP
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Job Description:


Works in conjunction with account executive/senior account executive’s to support business development and client retention for the specified geographical region.



The following reflects management’s definition of essential functions for this job but does not restrict the tasks that may be assigned. Management may assign or reassign duties and responsibilities to this job at any time due to reasonable accommodations or other reasons.

  • Arranges and coordinates schedules and appointments for account executive.

  • Supports account executive’s efforts to generate and develop new business to meet specified production goals including but not limited to cold-calling and scheduling appointments; reasonable for generating and developing new business in assigned areas.

  • Supports account executive’s activities to maintain and nurture existing client relationships; responsible for specified existing clients in assigned areas.

  • Functions as liaison between client companies, account executive, and operations staff.

  • Prepares weekly, monthly and/or quarterly reports, tracking works as specified by manager.

  • Organizes and maintains file system

  • Participates in business/trade events that impact business unit.

  • Develops and maintains thorough knowledge of local competition and of prevalent industry and business climate within the region.

  • Promotes company-endorsed programs and services within assigned territory.

  • Negotiates contracts and work agreements, as needed.

  • Communicate credit approvals and declines to vendors, brokers and customers.

  • Preforms other duties as assigned by manager.

  • Prepare Documentation Worksheets to include proper structure and pricing of the transaction.

  • Place follow up calls to vendors and customers for pending credit issues, invoicing and to ensure return of required documents.

  • Ensure all credit contingencies have been satisfied.

  • Responsible for communicating with customers, vendors, brokers and sources to obtain any missing items not returned with the documentation package to properly close transactions.

  • Require properly prepared invoices and obtain sales quotes.

  • Resolve issues to facilitate the funding of lease/loan transactions.

  • Actively communicate on a daily basis with assigned sources, brokers, vendors and brokers on transactions and funding status of leases/loans.

  • Other duties as assigned.



  • This position has no direct supervisory responsibilities.

Experience and Skills:


  • Coordinate multiple tasks simultaneouslty.

  • Collect, interpret, and/or analyze complex data and information.

  • Understand and respond to a diverse population.

  • Accrately complete detailed forms and reports.

  • Commitment to excellence and high standards.

  • Strong organizational, problem-solving, and analytical skills.

  • Ability to manage priorities and workflow.

  • Acute attention to detail.

  • Proven ability to handle multiple projects and meet deadlines.

  • Strong interpersonal skills.

  • Ability to deal effectively with a variety of individuals at all organizational levels.

  • Good judgment with the ability to make timely and sound decisions.

  • Ability to communicate professionally and effectively in person, on the phone, electronically or through other means to individuals and groups.



  • Bachelor’s degree (B.A./B.S.) in related field or equivalent.

  • One to two years related experience or equivalent.



  • This position is performed in a non-smoking office environment.

  • Dress code for the office is tasteful, clean and neat, befitting a reasonable person’s definition of business dress. Specific dress is dictated by the events occurring in the office on any given day.

  • Ascentium Capital believes in and operates under the 'team' concept; therefore, at times the incumbent may perform duties other than those listed in this job description to lend a helping hand to co-worker(s).

  • Ascentium Capital is an at will employer and the successful candidate will be an at will employee

  • The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

    While performing the duties of this job, the employee is regularly required to talk or hear including in person and over the phone. The employee is required to have close visual acuity to perform as activity such as: preparing and analyzing data and figures; transcribing; viewing a computer terminal; and extensive reading. This is largely a sedentary role, however the employee frequently is required to stand; walk; use hands to finger, handle or feel; and reach with hands and arms exerting up to 10 pounds of force occasionally and/or negligible amount of force frequently or constantly lift, carry, push, pull or otherwise move objects, including the human body.