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.