What are the responsibilities and job description for the Partnership Coordinator position at New Western?
The Partnership Coordinator orchestrates the end-to-end lead intake process, serving as the critical link between external partners and internal teams. This role is responsible for qualifying incoming leads, maintaining data integrity within Salesforce, and accurately routing opportunities to the appropriate teams. By facilitating seamless communication and validating deal parameters, the Partnership Coordinator ensures an efficient and streamlined client onboarding experience.
Key Responsibilities
Key Responsibilities
- Lead Intake Review: Monitor and review incoming lead forms from multiple sources, verifying accuracy and completeness.
- Deal Creation in Salesforce: Create new deals with complete and accurate information, following established conventions.
- Routing and Assignment: Determine the correct team or individual for each deal and route it using Salesforce. Document routing decisions in the system.
- Quality Control: Ensure all deals are accurate, complete, and processed within the required timeframe (within one hour of intake, blackout window from 5 p.m. to 9 a.m.).
- Communication: Coordinate with team members and supervisor regarding discrepancies, missing information, or workflow issues.
- Continuous Improvement: Participate in training, provide feedback on process efficiency, and suggest improvements.
- High attention to detail and organizational skills.
- Proficiency with Salesforce or other CRM platforms preferred.
- Strong written and verbal communication skills.
- Ability to follow structured workflows and adapt to process updates.
- Ability to manage multiple leads simultaneously and prioritize effectively.