Regional Sales Coordinator, Team Lead

Responsibilities

• TEAM LEADERSHIP & OPERATIONAL EXCELLENCE
• Onboard and train new Regional Sales Coordinators, ensuring they understand systems, workflows, and compliance standards.
• Act as the primary point of contact for the RSC team regarding system updates, process changes, and tool optimization (e.g., CRM updates).
• Lead the development, documentation, and maintenance of RSC-related Standard Operating Procedures (SOPs) to ensure team consistency.
• Collaborate cross-functionally with all internal teams supporting Enterprise sales to identify operational efficiencies and establish best practices.
• Gather feedback from the RSC team to identify process bottlenecks and partner with management to implement solutions.
• ANALYSIS AND REPORTING
• Compile regular or ad-hoc reports on account usage, billing, and client business
• Prepare user or usage reporting in partnership with local internal teams
• Partner with the internal teams to resolve billing issues
• Calculate and process credit and debit adjustments with Accounts Payable team
• ACCOUNT SET-UP
• Prepare Sales Order Forms according to specific billing requirements for new accounts, additional services, closed accounts, address and contact changes
• Collect confirmation documents to verify customer orders, cancellations or changes
• Scan Order Forms, contracts and all related information, plus update information in global CRM system
• Electronically file contracts and sales orders
• CUSTOMER AND CLIENT LIAISON
• Initiate product trials for new/additional users from Dow Jones, and third party vendors
• Act as liaison for new and existing customers through follow-up to ensure correct service levels and rates are applied
• Communicate with Clients to resolve user count and service discrepancies
• STRATEGIC PROJECTS
• Special projects as requested by sales management and internal teams
• Champion operational projects aimed at scaling the efficiency of the RSC function.

Requirements

• YOU HAVE:
• Minimum of 4-5 years of proven success in customer engagement, B2B sales, or sales operations/support
• Demonstrated experience mentoring, training, or peer-leading in a professional setting.
• Proven track record of building successful cross-functional relationships and alignment across multiple operational teams.
• Exceptional written and verbal communication skills, with the ability to clearly explain complex processes and system changes.
• Proven ability to multi-task and adhere to tight deadlines in a fast-paced, collaborative environment
• Excellent organizational skills with a keen attention to detail
• Strong technical aptitude; experience creating documentation, user guides, or SOPs is highly preferred.
• Proficiency in Microsoft Office suite & Google Drive, and advanced familiarity with global CRM workflows.
• Equal Opportunity Employer
• All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status or any other protected characteristic under applicable law. EEO/Disabled/Vets
• Reasonable Accommodation
• We are committed to providing reasonable accommodation for qualified individuals with disabilities in our job application and/or interview process. If you need assistance or accommodation in completing your application or participa

Benefits

Additional Information

Job Description: Dow Jones is a provider of global business news and information services. Owned by media giant News Corp., the company publishes The Wall Street Journal and other newspapers, newswires, Web sites, newsletters, databases and magazines, as well as produces radio and television. Other well-known media properties from Dow Jones include Barron's, Dow Jones Newswires, MarketWatch, Investor's Business Daily, Financial News, Private Equity News & WSJ Pro. Position Summary The role of the Lead Regional Sales Coordinator (RSC) is to work closely with the Enterprise Sales Team to ensure that clients experience a first-class relationship with Dow Jones and support the smooth operational processes for B2B sales of The Wall Street Journal, Barron's, MarketWatch, Investor's Business Daily, Financial News, and Private Equity News. While this role does not directly manage personnel, it serves as an elevated peer-leader within the RSC team. In addition to executing core RSC duties, the Lead RSC will drive operational excellence by onboarding and training new team members, acting as the subject matter expert on system and process updates, and formalizing team workflows. This individual will also work cross-functionally with all teams supporting Enterprise sales to develop, implement, and champion best practices. The Lead Regional Sales Coordinator will work closely with the Enterprise Sales team and specifically the New Business Sales Managers, Account Managers and Client Success Managers in support of sales activities, contracting, setup of client accounts, and ongoing account changes. Where appropriate, the Lead RSC's customer interaction will be via telephone and email.

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