Sales Coordinator

2 weeks ago

Toronto, Canada Peoples Card Services Full time

**About us**:
Peoples Group is a boutique Financial Institution with offices located in Vancouver, Calgary, Toronto, and Montreal that has been in the Canadian marketplace for over 30 years. Our mission is to exceed our customers' expectations by providing exceptional customer service backed by extensive product knowledge and experience.

Our culture here at Peoples Group is formed by our values; Strength-Based, Relationship Focused, and Passionate Execution. We believe people don't choose a company to work for, they choose a company to _join_. We also believe that people come first and each day we strive to be willing, trustworthy, and creative.

**About you**:
Organization is your superpower. You are a high energy and emerging sales professional with an entrepreneurial spirit. You keep your clients at the forefront of your thoughts and make sure they are always in the loop with your excellent communication skills. You are able to pivot and adjust in a high paced environment, while prioritizing your tasks. You love learning and are excited for growth and development with a tight, collaborative team.

**About the day to day**:

- Pre-screen leads and viable leads information with the collective business development team for our Issuing, Acquiring, Digital Enablement services
- Prepare, file and retrieve sales-related documents (such as due diligence submissions, assessment forms and NDA’s for operational business purposes
- Coordinate meetings, calls, and demos for the business development team
- Prepare account service-related documents such as meeting agendas, meeting reports, proposals and other client communications and correspondence
- Participate in and document discussions during client meetings and conference calls
- Maintain current work-in-progress records and archives of past project information as appropriate
- Liaise with internal teams to ensure proper pre-and post-sales service
- Maintain and update sales and customer records
- Create reports to share with the executive leadership and senior members of the sales team

**About you / qualifications**:

- 2-4 years of relevant experience considered an asset
- Post-secondary education considered an asset
- Comfortable working with all members of the sales team
- Outgoing, confident, and able to resolve any customer issues
- Excellent written and verbal communication skills
- Tech savvy
- CRM, Microsoft office suite including Excel, LawVu and other platforms (excel)
- Multi-tasking, fast paced and time management is required
- Excellent knowledge of customer service and sales standards
- Comfortable attending in person meetings and sales related events
- Detail oriented

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