Sales Operations Coordinator

2 weeks ago

Toronto, Canada LifeWorks Full time

Build a meaningful career

At LifeWorks, we offer more than career opportunities, we provide career opportunities to make meaningful contributions to people’s lives. The extraordinary expertise of a more than 7,000-strong workforce is harnessed to support the employees and families of the organizations we serve. Our innovative programs have a lasting impact on the health, financial security and productivity of 24,000 workplaces.

The Sales Operations Coordinator (also referred to as Business Development Effectiveness Specialist) will work with the Senior Director of Sales/Customer Success Operations and Sales Leadership to support the Business Development sales team with back-office functions.

The Sales Operations Coordinator will work with the Senior Director of Sales/Customer Success Operations and Sales Leadership to support the Business Development sales team with back-office functions. In this role, the Business Development Effectiveness Specialist will help establish and streamline policies and procedures throughout the business and support best practices in sales administration, reporting, and communications.
- Support the Sales and Customer Success Management (CSM) teams with initial set up of net new clients, maintenance of client database records throughout the client contract lifespan (i.e., ongoing updates to the database for all LifeWorks contract parameters), and account terminations
- Create contract summaries for new sales; liaise with Business Development team and Contracts Administration
- Perform regular quality assurance checks in the Client Management database to maintain data integrity and consistent quality in all client accounts
- Accountability for following and managing all governance checks and procedures in place to meet compliance regulations for financial and operational data checks (i.e., posting documentation in the system for all accounts)
- Act as a go-to resource for both internal stakeholders for any account-related inquiries
- Participate in meetings and special projects with other departments as required
- Provide backup support to other team members as required and/or requested
- Consult with Sales/CSM/Finance stakeholders to ensure client account set up reflects correct reporting needs, billing groups and product structure as outlined in each client contract agreement
- Advanced knowledge of internal client database is required to support business growth and direction to CSM teams when needed

To be successful in this role, you will have the following:

- 3-5 years related experience in a sales admin support role
- 2+ years customer service experience
- Post-secondary degree or diploma in Marketing, Administration or other
- Expertise working with Data and Spreadsheets - Advanced Excel
- Advanced CRM knowledge and database management
- Experience with Salesforce
- Solid written and oral communication skills
- Excellent time management, multi-tasking and organizational skills
- Bilingual - French and English strongly preferred

LI-Remote

LI-JG1

Where permitted by law, LifeWorks employees must be fully immunized to access a LifeWorks office or customer premises.

Fulfilling work that matters

LifeWorks is in the business of helping organizations help their people and in the process, we strive to elevate ours. We're always looking for talented professionals and strategic leaders looking to make a difference in the lives of the people we serve. We appreciate the interest of every applicant; however, we contact only those selected for an interview.

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