Sales Support Associate

3 weeks ago

Toronto, Canada Purpose Unlimited Full time

Purpose Unlimited is an independent financial services company with an unrelenting focus on customer-centric innovation, delivered through technology-driven solutions. Led by entrepreneur Som Seif, the company is developing a diversified product platform aimed at addressing historically underserved segments of the market. Purpose Unlimited’s businesses include Purpose Investments, Advisor Solutions by Purpose, and Driven.

Who is Purpose Investments?
Purpose Investments is an innovation-driven asset management company with over $20 billion under management, offering both managed and quantitative investment products. Much of what is available to the average Canadian investor today is outdated and expensive. Purpose Investments’ goal is to constantly innovate, and make investing simple, intuitive, and affordable for everyone.

**Role Summary**:
We are looking for a customer-focused and hardworking Sales Support Associate who works closely with our sales team and reports into Client Success. This person is looking to work in a fast-paced and team-focused environment. If you are an individual that is passionate about building relationships and excited about an opportunity to work within a growth oriented and entrepreneurial environment, we would like to speak to you
This is a unique opportunity to be a part of a fast-growing organization where you will develop a wide range of experience and be at the core of the company’s growth. Again, this role works closely with our sales teams and has the opportunity to become a transitional role to sales.

**Responsibilities**:
Client Success Support
- Respond to customer inquiries related to our products and general information in a timely manner.
- Manage inbound requests and inquiries from our clients while providing exceptional client experience.
- Proactively offer solutions and provide feedback for improvement opportunities of processes and products.

Sales Support
- Build and maintain solid working relationships with the sales team, customers and the product managers by having interest in the organization’s goals, challenges, day-to-day sales activities and other related concerns to the sales team members.
- Provide ongoing professional support to both the internal and external sales team by scheduling new client appointments, following up with clients on missing documentation and information and interacting with clients on various other sales inquiries.
- Maintain client related information on our CRM (Salesforce) to ensure up to date records.
- Co-ordinate sales events and campaigns across various territories.
- Support the sales team on the sales strategy execution and business plan review and implementation.

**Requirements**:

- Completion of undergraduate degree in relevant field, such as Finance, Accounting, Business Management, etc.
- 1-2 years of experience in a similar support role is an asset.
- Must be an adaptable team player who thrives in a fast-paced work environment.
- Successful completion or projected completion of the CSC course.
- Excellent communication skills both verbal and written.
- Strong administrative and organizational skills.
- Proficient in Office365 is a requirement. Experience with Salesforce and Zendesk is an asset.
- Bilingual (English and French) written and spoken is an asset.

Why should you join us?
- We are one of Canada's Top Small & Medium Employers' 2023 & 2024.
- We believe in innovation and a vibrant culture - work for an innovative, people-first, financial services firm that values entrepreneurialism.
- We believe in a flexible work structure - A flexible hybrid work model that empowers you to do your best work whether at home or the office.
- We care about your rewards - Competitive compensation including equity program.
- We care about your health - comprehensive group health and dental benefits and life insurance at little to no cost to you. We also offer a Lifestyle Spending Account for all your wellness needs.
- We care about your quality of life - flexible paid time-off policy with unlimited vacation days, and flexible sick and mental health days.
- We care about your family - Paid parental leave for eligible employees with a top-up.
- We care about your future - Generous Group RRSP matching and an optional TFSA program.
- We care about your development - We offer training opportunities and tuition support year-round.

We thank all applicants for their interest; however, only those selected for interviews will be contacted.

Our work philosophy is a hybrid model allowing for flexibility and collaboration.

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