Brokerage Coordinator

Description

• Use Excel and other tools to track performance metrics and sales data.
• Work closely with the Operations Director to help build and maintain team reports and dashboards.
• Coordinate with cross-functional stakeholders to gather, validate, and synthesize data for leadership visibility.
• Assist in creating and updating CRM records throughout the pursuit lifecycle.
• Collaborate with the Operations Team, Sales Leads, and Platform Leadership to prepare quarterly executive reporting and presentations.
• Balance multiple high-priority initiatives while maintaining attention to detail and deadlines.
• Participate in generating insights and visualizations to support team strategy.
• Support Sales Leads and Platform with expense coding and reporting.
• Support revenue projection exercises.
• Support the team in answering basic CRM-related questions and processes.

Requirements

• Bachelor’s degree in Business, Data Analytics, Finance, or a related field.
• Some exposure to Excel (e.g., basic formulas, pivot tables) and a willingness to learn more.
• Good communication and collaboration skills.
• Learn to ensure data accuracy and consistency across systems.
• Strong desire to learn about sales cycles, data management, and reporting.
• Strong critical thinking and problem-solving abilities.
• Exposure to BI tools (e.g., Power BI, Tableau) is a plus.
• Familiarity with Salesforce or other CRM platforms.
• Ability to stay organized and meet deadlines in a team environment.

Benefits

Training + Development

Interview process

Visa Sponsorship

Security clearance