Guild Mortgage
Sales Enablement Coordinator
San Diego, CA
Jan 25, 2025
Full-time
Full Job Description

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

As a Sales Enablement Coordinator, you’ll provide administrative support for Guild Mortgage’s two customer communication platforms, Outreach and Salesforce Sales Cadences. You will partner with the Sales Enablement Sr. Specialist to assist with onboarding and training of users. You will be the front line of customer service for users, answering questions, directing users to training opportunities, and triaging email inboxes for the Sales Enablement team. You’ll also assist with content creation and organization.

Essential Functions

  • Manage the team email/support inboxes or chats, ensuring queries are answered within the designated SLA and escalating to internal teams as necessary.
  • Assist with content creation and cadence planning, both at the request of individuals and on behalf of the enterprise.
  • Act as a librarian of available sales enablement material, maintaining order and knowledge of top performing communication cadences.
  • Gather feedback from sales tool users to optimize the entire sales process. Take ownership of adjusting training material as needed.
  • Provide project management support for Sales Enablement team, ensuring timelines are met and project list is up to date.

Qualifications

  • Associate's degree directly related to the position or applicable work experience equivalent, preferred.
  • Minimum two years' experience in a high performing sales, marketing, or learning and development role/organization.
  • An understanding of the sales environment, including sales content, technology, and training.
  • Proven experience with project prioritization and time management.
  • Strong written communication skills, with the ability to simplify complex topics.
  • Fast learner with technology and processes.
  • Customer service mentality is required.
  • Experience walking people through a multi-step process, ideally with technology.
  • Experience using Salesforce or similar CRM preferred.
  • Experience using Outreach, SalesLoft or similar sales enablement tool a plus.
  • Experience working in financial services, real estate, insurance, or other settlement service provider a plus.
  • Having the ability to understand and relate to top sales producers is a huge plus.
  • Ethical, with a commitment to company values.
  • Excellent verbal and written communication skills required.
  • Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
  • Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
  • Commitment to company values.
  • Customer Service - Proactive attention to each person
  • Integrity - Do and say what's right
  • Respect - Treat others with dignity
  • Collaboration - Listen and work together
  • Learning - Seek knowledge and strive for improvement
  • Excellence – Deliver the unexpected

Supervision

  • Job Scope: Assists in a variety of duties at the direction of more senior staff and contributes as a team member and resource to others in the unit.
  • Complexity: Problem solving involves evaluating and selecting from established practices and standards. Decisions and actions related to the budget must be referred to the supervisor/budget manager.
  • Impact: Decisions and actions primarily impact own work with moderate impact on peers in their area; contributes as team member rather than leader
  • Interaction/Supervision: Work is monitored under general supervision of supervisor and by following established, specific procedures described by supervisor; May act as a guide to less experienced staff in similar role and/or student employees; generally, does not have formal responsibility for overseeing others.

Requirements

Physical: Work is primarily sedentary; mobility in an office setting.

Manual Dexterity: Ability to operate standard office equipment and keyboards.

Audio/Visual: Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media. Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Expressing or exchanging ideas by means of the spoken word to impart oral information to clients or the public and to convey detailed spoken instructions to other workers accurately, loudly, or quickly.

Environmental:  Office environment – moderate noise, no substantial exposure to adverse environmental conditions.

Mental: Learn new tasks, remember processes, maintain focus, complete tasks independently, and make timely decisions in the context of a workflow. This role requires effective adaptation to workplace stressors, including customer service complaints, security responsibilities, and competing priorities. Must be able to adhere to process protocol. Must be able to apply established protocols in a timely manner.

Schedules: Work is primarily performed during the business week, Monday - Friday.

Travel: 5% or less

Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

Guild Mortgage Company is an Equal Opportunity Employer.

Targeted Salary Range: $19/hr - $28/hr

Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant’s geographical location.

REQ#: SALES016858

PDN-9e0cb628-58f4-4e11-a965-9b03403fe6b0
Job Information
Job Category:
Marketing
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Sales Enablement Coordinator
Guild Mortgage
San Diego, CA
Jan 25, 2025
Full-time
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