Operations Support Professional

4 days ago


Moncton, New Brunswick, Canada Harbor Global LLC Full time

As a Client Operations Specialist at Harbor Global, you will play a critical role in supporting our business development specialists in the North American Corporate end-market.

Your primary responsibility will be to assist Client Engagement (CE) Territory Leads with internal processes for opportunities in their assigned territories, ensuring that Salesforce data is accurate, and paperwork is produced on time.

In addition to this key responsibility, you will hold weekly 1:1s with assigned CE Territory Leads to help maintain accurate pipeline and forecast data.

You will also provide assistance to Solution Leads where they are directly engaged in advancing opportunities – including Salesforce maintenance, client communications and coordination.

Another important aspect of this role is generating and processing sales paperwork, managing documents through internal approval and client reviews, and monitoring progress to ensure timely responses to complete information security and onboarding questionnaires.

We are looking for a highly organized and detail-oriented individual who has a Bachelor's degree in Business Administration, Operations Management, or a related field, and 2-5 years' experience in Sales, Sales Operations, or a similar role.

Candidates should be proficient in Salesforce or other CRM systems, have strong communication and interpersonal skills, and the ability to work collaboratively with cross-functional teams.



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