Business Development - Sales Operations Coordinator #582

COCC•Southington, CT

8d•$48,000 - $63,000•Hybrid

About The Position

As an industry-leading fintech provider, COCC delivers innovative, comprehensive technology solutions and strategic partnerships throughout the Northeastern United States. Listed among American Banker's FinTech 100 and the Inc. 5,000 fastest growing companies in the nation, COCC inspires the industry with innovation and top-quality support. Designated a Top Workplace in Connecticut and a nationally Certified Great Place to Work, COCC recognizes employees as the core of our success. Inspiring you to become extraordinary in work and life. What we need… This outgoing, energetic and professional individual will be in a highly visible position that directly supports COCC’s sales, with a specific focus on proposals and presentations. Additional responsibilities include, but are not limited to organizing product presentations, giving product demonstrations, facilitating Request for Proposal (RFP) responses, scheduling sales meetings and other related activities to assist with sales initiatives. What’s in it for you… COCC offers a collaborative environment, career growth, and all the benefits you’d expect from an award-winning employer, including: 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 What you’ll do… 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

Requirements

Bachelor’s degree in Accounting, Finance, Sales, Marketing prefferd 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
Applicants for employment in the US must have work authorization that does not currently or in the future require sponsorship of a visa for employment authorization in the United States.
COCC is committed to maintaining a drug-free workplace. All applicants are required to pass a credit, background, and substance test prior to employment.
COCC procures background and consumer reports in compliance with all Federal and State regulations, including The Fair Credit Reporting Act and applicable Department of Labor laws regarding pre-employment screens.
COCC is an equal opportunity employer committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.
Accessibility - If you’re a job seeker with a disability and require accessibility assistance or an accommodation to apply for one of our jobs, please let us know by calling 860-678-0444 or emailing [email protected]. Please specify the help you need and we’ll be happy to get back to you.

Nice To Haves

One or more years of professional experience in a banking, credit union, or similar professional environment preferred
Experience with COCC/Fiserv DNA Core Processing system preferred
Experience with secondary banking products (CRM, AML, Report Writer, Internet Banking, ATM) preferred
Experience with Smartsheet preferred
Experience with RFP software preferred

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

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