Job Description

Salesforce Coordinator - Sales & Client Relationship Management

Why We Stand Out

Seeking a new challenge where your professional and personal aspirations are not only possible but supported? Kaufman Rossin might be just the place for you!

As one of the top accounting firms in the country, our foundation is “people first”. In the words of James Kaufman, “We prioritize our people, their development, and their well-being…people see that management is caring and has a priority in their success.”

Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 700 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.

Think you have what it takes?

How You’ll Contribute:

We are seeking a highly skilled and motivated Salesforce Coordinator to join our dynamic team. This role is ideal for someone with experience in navigating Salesforce Opportunities, managing sales processes, and nurturing relationships with clients and prospects. The ideal candidate will leverage Salesforce’s capabilities to track, manage, and optimize client interactions, ensuring that sales goals are met while fostering long-term relationships.

As a Salesforce Coordinator, you will support the Business Development team by helping to effectively manage client and prospect interactions through Salesforce, ensuring the smooth flow of the sales process, and providing actionable insights through data-driven reports. The Salesforce Coordinator will play a key role in improving pipeline management, ensuring user engagement, and driving business growth tracking.

Key Responsibilities:

• Support Salesforce users in managing their clients, prospects, and opportunities.
• Help with implementing Salesforce best practices and ensure timely follow-up communications with opportunity contacts.
• Create and manage Salesforce reports to help analyze sales performance.
• Optimize Salesforce processes and work with the team to improve functionality and automation.
• Train Salesforce users on how to navigate and use the tool to support their sales initiatives.
• Provide ongoing training and support to Salesforce users, ensuring the adoption of best practices.
• Help develop Salesforce training materials.
• Guide professionals in using Salesforce to manage their networking efforts at events using Campaigns and Campaign Members within the CRM.
• Attend Service Line and Industry team meetings regularly to get familiar with the department growth goals and find creative ways we can use Salesforce to help achieve those goals and measure success.
• Understand how team selling functions within the firm and help improve how we track and report on team efforts. Act as the Salesforce liaison for strategic/key client accounts, enabling account teams to track key relationship milestones, strategic touchpoints, and challenges or pain points.
• Troubleshoot and resolve user-reported issues related to data, processes, or workflows.
• Perform regular data audits and clean-ups to ensure CRM integrity.

Requirements

What Skills You’ll Bring:

• Experience:
  Minimum of 4-5 years of experience in a Salesforce coordinator, administrator, or similar role, with a focus on sales, client relationship management, and pipeline management.
• Salesforce Proficiency:
  Extensive experience with Salesforce, particularly in managing Opportunities and Leads, and utilizing the platform to track, report, and optimize client interactions. Proficient in custom report building and dashboard creation, with a strong understanding of how to customize Salesforce to meet specific business needs.
• Client Relationship Management:
  Demonstrated experience in nurturing client relationships and supporting sales teams to maximize client satisfaction and revenue growth.
• Communication & Collaboration:
  Excellent verbal and written communication skills with the ability to work effectively with diverse teams and stakeholders.
• Attention to Detail & Organization:
  Strong organizational skills and attention to detail, with the ability to manage multiple tasks and priorities efficiently.
• Problem-solving:
  Proactive in identifying challenges and proposing solutions to optimize Salesforce processes and improve overall efficiency.

How You’ll Stand Out:

• Salesforce certification (e.g., Salesforce Administrator, Salesforce Sales Cloud)
• Have 3-5 years of Salesforce Enterprise Edition – Sales Cloud
• Experience with sales automation tools and integrations within Salesforce
• Knowledge of sales best practices and strategies for prospecting and managing client relationships

Benefits

We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

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