{"id":1616654,"url":"https://alion.io/job/marshberry-sales-operations-coordinator","title":"Sales Operations Coordinator","company":{"id":1886259,"name":"MarshBerry","domain":"marshberry.com","url":"https://alion.io/company/marshberry","size_band":"1-10","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"UltiPro","truth_index":null},"role":"Sales","role_family":"Sales","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Richmond, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":50000,"max_usd":104000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1879},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Salesforce","optional":false},{"name":"Microsoft Office","optional":true}],"status":"closed","first_seen_at":"2026-08-21T20:13:14Z","employer_posted_date":"2026-08-21","last_verified_at":"2026-10-03T18:02:46Z","board_verified":false,"closed_at":"2026-10-03T18:02:46Z","days_open":42,"trust":{"level":"not_scored","repost_count":null,"flags":[],"days_open":42},"description":"MarshBerry, a subsidiary of Lincoln International, is growing! We are seeking a Sales Operations Coordinator to join our team. We have a people-first, fast-paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.\nFirstChoice, a MarshBerry Company, caters to insurance agency owners who prioritize talent investment, embrace challenging decision-making, want to develop and work toward a strategic plan, and are open to agility and empowerment. Recognized as the #1 top agency partner by Insurance Journal, FirstChoice enables members to drive differentiation, leverage the benefits of both scope and scale, and harness resources and capabilities to maximize growth for their firm.\nPosition Summary:\nMarshBerry is currently seeking a Sales Operations Coordinator for our Richmond, Virginia office. The Sales Operations Coordinator will provide professional support and exceptional service to both internal sales leaders and external clients. This position will be responsible for FirstChoice member contract administration, new member onboarding, updating Salesforce and the FirstChoice Agency Portal, and managing the member aggregation program. The Sales Operations Coordinator will also develop and maintain relationships with insurance carrier representatives to facilitate service and meeting requests and provide sales leaders with data and analytics support.\nThis is a hybrid position based out of our Richmond, Virginia office. The individual will work onsite Monday through Thursday with the option to work remotely on Friday's.\nResponsibilities:\nResponsible for new member contract administration and initiating and completing the new member onboarding process. Assists with new member communications.\nMaintains the FirstChoice Agency Portal and updates the CRM and/or AMS with current client and prospect information.\nManages the premium aggregation program. Follows up with members to ensure timely completion of requests.\nAssists with Salesforce integration, documentation, maintenance, and reporting.\nCultivates and maintains effective relationships with potential internal and external clients, insurance carrier partners, and stakeholders that can directly or indirectly lead to revenue generation for all FirstChoice/MarshBerry services.\nProvides sales leaders with data and analytics support.\nAssists with building and editing internal and external presentations.\nAdditional responsibilities and projects as assigned.\nSelection Criteria\nEducation & Experience:\nHigh School diploma required, college degree preferred (A.A, + degree or equivalent).\nMinimum of 1-3 years office administration, project management, or other relevant experience.\nExperience in financial services, insurance, and/or consulting is a plus.\nProficient with technology including Microsoft Word, Excel, Power Point, and Access or similar database. Intermediate knowledge of Microsoft Office, especially Excel and Power Point is strongly preferred. Experience with Client Relationship Management (CRM) systems.\nSalesforce experience preferred.\nOther:\nStrong interpersonal and communication skills.\nExcellent problem-solving abilities.\nAttention to detail and organizational skills.\nExperience with Client Relationship Management (CRM) systems.\nTeam oriented: Positive and professional, maintains good working relationships with team members throughout MarshBerry. Remains opens to others’ ideas and exhibits a willingness to try new things.\nWorking at MarshBerry\nWho We Are:\nMarshBerry is a global leader in investment banking and strategic consulting for the financial services industry. With over 40 years of experience, MarshBerry empowers firms in insurance brokerage & distribution, wealth advisory & retirement planning and accounting & tax practices to achieve long-term growth, maximize value, and navigate every stage of ownership. Core offerings include Investment Banking services such as Merger & Acquisition Advisory and Capital Raising, as well as Financial Consulting in Strategic Planning, Valuations, and Perpetuation Planning. MarshBerry also provides specialized support in Organic Growth Consulting, Executive Peer Exchange, Agency Network and Market Intelligence & Performance Benchmarking. For more information, visit www.MarshBerry.com.\nFirstChoice offers growth solutions tailored for agencies of all sizes. FirstChoice is your strategic ally to help you build an effective plan for growth. This goes well beyond carrier compensation and market access. It’s about helping your agency create a path forward through strategic planning, technology resources, marketing tools, education and training, and more to build your business. Reach out to our team today to learn more about FirstChoice.\nWhat We Do:\nMarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, an agency network, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.\nIt’s one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:\nNorth Coast 99\nTop Work Places - The Plain Dealer\nBest Companies Group - Inclusive Workplace\nCrain's Fast 50\nHealthy Business Council of Ohio Healthy Worksite\nTo learn more about MarshBerry, visit www.marshberry.com.\nWe appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.","description_format":"text","description_chars":6756,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":true},"security_clearance":false,"languages":[]},"benefits":["Hybrid work","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Professional Services","Investment Banking & M&A Advisory"],"lifecycle":[{"event":"open","at":"2026-10-01T20:34:29Z"},{"event":"close","at":"2026-10-03T18:02:46Z"}],"visa":[],"liveness":null,"pay":null,"html_url":"https://alion.io/job/marshberry-sales-operations-coordinator","json_url":"https://alion.io/job/marshberry-sales-operations-coordinator.json","meta":{"generated_at":"2026-10-06T22:19:47Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler","counted_by":"address","units_charged":1,"used_today":2615,"day_limit":5000,"remaining_today":2385,"minute_limit":60,"resets_at":"2026-10-07T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1886259},"rest":"https://alion.io/mcp/rest/get_company?id=1886259"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmarshberry-sales-operations-coordinator"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmarshberry-sales-operations-coordinator"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmarshberry-sales-operations-coordinator"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/marshberry-sales-operations-coordinator\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmarshberry-sales-operations-coordinator"}]}