Sales Coordinator
The Michigan Association of Certified Public Accountants (MICPA) is searching for a self-starter to assist and support our sales team. This administrative role is primarily focused on order processing, coordinating external and internal logistics, and maintaining our CRM database. Our sales team is responsible for identifying and building relationships with businesses, services and resources Michigan CPAs are looking for and building mutually beneficial engagements between our members and partners.
The ideal candidate must demonstrate an innovative and collaborative team-oriented style and possess excellent organization and communication skills, the ability to manage multiple priorities and switch tasks throughout the day, has a strong work ethic, attention to detail, and a passion for personal and professional growth. In addition, this individual should demonstrate an enthusiastic approach to partner and member interactions and be an asset for growth and long-lasting partner development.
Flexibility is necessary with staff required minimum of two days/week in the office, including required client meetings, monthly staff meetings and other training opportunities (days depend on member and team needs, along with what works best for your schedule).
Key Responsibilities:
- Assist, coordinate, and manage all administrative details for sales or customized training.
- Manage CRM database (Microsoft CRM), maintain current client information and update information as needed
- Process and monitor billing requests with accounting team and track all sales on a regular basis.
- Be the main contact to client/vendor to coordinate scheduled deliverables, communicate key details, and follow up with metrics of campaigns, etc.
- Prepare confidential correspondence, reports, and other documents accurately and in a timely manner.
- Associate degree or a combination of education, training and work experience in either business administration, business, communications or other related field required. Bachelor’s degree preferred.
- Ability to handle and prioritize multiple priorities with excellent attention to detail.
- Maintain a level of professionalism in responding to communications with clients/partners/vendors.
- Ability to work independently, manage own time effectively, maintain control over current projects/responsibilities.
- Problem solver and forward-looking thinker, who actively seeks opportunities and proposes solutions.
- Access to reliable transportation for traveling to meetings/events within the state.
Desirable skills/knowledge:
- Association or trade/service organizations
- Experience with Microsoft Outlook, Excel, Word and Teams
- Experience with a Customer Relationship Management (CRM) software. Microsoft CRM is a plus.
Cultural Expectations:
- Support, embrace, and live the Association’s core values of bringing JOY to the workplace each day; creating an environment of TRUST through respect, honesty, integrity, empathy and consistency; contributing to everyday INNOVATION from the smallest idea to organization-changing ideas; COLLABORATION with others to create greater outcomes; providing impactful SERVICE to our members; and valuing the strength that DIVERSITY brings to our team, members and the profession
- Establish goals and strive to accomplish them
- Lead by example to foster awareness, understanding, and accountability with staff members and champion the ongoing Diversity, Equity, and Inclusion efforts
- Seek developmental opportunities for your personal and professional growth
Work environment is general office with collaborative quad cubical workspaces that include standing/sitting desks. We are a hybrid environment that offers the opportunity to work remotely for 2-3 days/week. Physical activity moving throughout the office or onsite for events, and occasionally transporting supplies/equipment weighing up to 50 pounds from the office to cargo vehicle to facilities with wheeled carts; must be able to travel to on-site (out-of-office) locations.
Benefits:
- Medical with Rx, Dental, Vision Insurance
- Flexible Spending Account
- Life and Disability Insurance
- 401(k) including annual Safe Harbor contribution
- Flexible PTO, vacation, and nine paid holidays
- Time off (up to 1 day) to volunteer in serving our communities
- Parental Leave – up to 12 weeks
- Employee Assistance Program
- Charitable Matching Gift Policy
- True work/life integration with a focus on health and wellbeing
- “Buddy” program for new employees – your go-to teammate
- Hybrid/flexible work environment (2 days in the office) - modern office with adjustable height desks and ergonomic chairs
Who we are:
The MICPA, a not-for-profit organization, is a diversified, professional, member-driven association for certified public accountants and affiliated professionals. With more than 17,000 members spanning across several different industries, it is the leading statewide professional organization dedicated to serving its members, the CPA profession, and the public they serve through advocacy, collaboration, and education. MICPA is a recognized leader nationally and among other state CPA societies.
MICPA is home to a welcoming and inclusive staff (who are not CPAs, except for two of us) who embrace a culture of belonging through joy, trust, and innovation with intentional focus on collaboration, service and the strength of diversity. MICPA is committed to focusing on employee experience, health and wellness, continued employee development, and serving their communities. For more information, please visit: www.micpa.org/our-culture.
We were awarded the Financial Wellness award in 2021 (for having a successful financial wellness program for staff) and the Caring Culture award in 2022 (for demonstrating a culture of caring for our people, customers, and community) from the Auburn Hills Chamber of Commerce.
