Partnerships Coordinator

JOB SUMMARY


The Partnerships Coordinator is an entry-level position that sits at the center of our agencies communications. The skills required for this position incorporate project management, client customer service, team support, prospecting, incredible organizational skills and a basic understanding of digital marketing.  This team member will be accountable and responsible for communications within the agency, as well as handling communications with current and future client partners.  This position works closely with the operations team to ensure a smooth transition from agreement signing to campaign launch, as well as ensuring that the creative teams are set up for success and GTMA delivers effectively on client expectations. 

Additionally, GTMA was created by a group of highly talented and creative artists and entrepreneurs,  which is reflected in our daily office environment and activities. This role translates that creativity and energy into a dynamic first impression in a way that keeps new customers interested in our services. Be prepared to work hard and have fun!

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. 

  • Uphold the company's core values and be an example of GTMA Culture
  • Handle all daily operations of the Partnerships Team and the daily call calendar
  • Work with operations to ensure a smooth transition from agreement signing to onboarding
  • Maintain our CRM (ZoHo) to ensure accurate information is available to the rest of the GTMA teams 
  • Work collaboratively and support all teams at GTMA with client information 
  • Performing high-level client communications focused on positive customer service 
  • Work with the Partnerships Director to generate a Quarterly Sales Report
  • Support the creation of materials for client presentations as needed 
  • Manage all aspects of client agreements including updating legal verbiage, agreement renewals, and processing signed and canceled agreements 
  • Updating agreements and sales documents as new products are developed
  • Prospecting for new clients regularly

ADDITIONAL DUTIES AND RESPONSIBILITIES include the following. Other duties may be assigned.


  • Constant management of the integrity of CRM data
  • Deduplicating multiples of the same Mgmt. Companies, Contacts, and Communities
  • Management of Agreements to ensure historical accuracy
  • Upgrade/Downgrade of services to ensure client’s requests are met
  • Researching and finding technology solutions such as email integrations for automated emails/email efficiency (i.e. MixMax)
  • Create and update processes and systems for efficient prospecting of high-value leads
  • Assist in the creation of ICP’s for different verticals for effective prospecting between verticals
  • Compiling prospect lists based on ICP profiles for different verticals
  • Effectively prospect between Multi-Family, Residential, Student Housing, and Wineries
  • Hit weekly goals for the number of prospects added to the list
  • Test prospect emails for accuracy to ensure lower bounce rates prior to sending
  • Organize Prospect Lists and send to partners working with the agency
  • Prepare contracts for prospective and existing clients
  • Sending contracts via DocuSign and emailed to confirm receipt of contracts
  • Editing and adjustments of contracts in tandem with Partnerships Director to ensure client’s needs are met
  • Management of DocuSign - ensuring that contracts are signed and sent to Ops for processing within a timely matter
  • Resending of contracts sitting in DocuSign on a daily/bidaily/weekly basis in dependence upon client touchpoints
  • Management of Dropbox/G-Drive/CRM for contract data
  • Making sure the contracts exist as attachments/files when managers, supervisors, etc. need to review the contracts
  • Assist others at the company with CRM/IT/General Office Technology problems/troubleshooting
  • Update Partnerships SOP whenever new processes are created and put in place


QUALIFICATIONS 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The requirements listed below are representative of the knowledge, skill, and/or ability required.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

REQUIRED SKILLS

  • Advanced understanding of the functions of a CRM 
  • Advanced understanding of Excel
  • Personal time management 
  • Google Apps Suite 
  • Fluent in English
  • Strong business-appropriate communication (written and verbal) 
  • 2+ years of customer service or sales-related experience required with a focus in business-to-business

ADDITIONAL “BONUS” SKILLS  

  • 1+ years experience of working on a sales team and a desire to grow in sales
  • 1+ years of experience working in the real estate field as a leasing agent or real estate agent
  • Associates degree or higher (or equivalent experience) strongly preferred
  • Have a basic understanding of digital marketing 

WHAT WE OFFER
  • Medical, Dental, Vision and Life Insurance
  • Paid Vacation
  • Sick Time
  • Monthly Happy Hours
  • Summer and Winter Parties

VISION REQUIREMENTS
Constant need (33% to 100% of the time) to complete forms; read and review reports, correspondence, and other documents; view computer screen; and frequent need to see small detail for purposes of assisting with the day to day functions of supporting the technical needs of the company.

Constant need (66% to 100% of the time) to differentiate between colors for the purpose of document dissemination, and reading/reviewing correspondence and reports.

HEARING REQUIREMENTS
Constant need (66% to 100% of the time) to communicate via telephone and in-person with vendors, associates, customers, clients, service personnel and others for the purposes of receiving information or direction.

SPEAKING REQUIREMENTS
Constant need (66% to 100% of the time) to communicate via telephone and in-person with vendors, associates, customers, clients, service personnel and others for the purposes of providing information, direction or response.

REASONING REQUIREMENT
High.  Must be able to apply principles of logical thinking to define problems, collect and disseminate pertinent data/documents, establish facts, draw valid conclusions, and initiate an appropriate course of action.  Must effectively convey ideas, images, and goals to a diverse group of personalities.

WORKING ENVIRONMENT
Work is completed indoors, in all weather conditions including but not limited to sunny, rainy, cloudy, smoggy, windy, stormy, muggy, humid, dry and other.  Indoor work occurs 100% of the time. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  This is an in-office position at our Vancouver, WA location and office attendance is required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

PHYSICAL REQUIREMENTS
Requires ability to walk, stand, sit and climb stairs alternatively for the purposes of completing office work.  Approximately 20% of time spent walking and climbing and 80% sitting.


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