Sales Coordinator
4 weeks ago
About Peoples Trust
We are a boutique financial institution with offices in various locations, dedicated to providing exceptional customer service and exceeding our customers' expectations.
About the Role
We are seeking a highly organized and detail-oriented Sales Administrator to join our team. As a Sales Administrator, you will be responsible for preparing and filing sales-related documents, coordinating meetings and calls, and maintaining current work-in-progress records and archives of past project information.
Key Responsibilities
- Prepare, file, and retrieve sales-related documents
- Coordinate meetings, calls, and demos for the business development team
- Prepare account service-related documents
- Maintain current work-in-progress records and archives of past project information
- Liaise with internal teams to ensure proper pre-and post-sales service
- Maintain and update sales and customer records
- Create and maintain reports and sales pipeline
About You
We are looking for a highly organized and detail-oriented individual with excellent communication skills, both written and verbal. You should have strong administration and coordination skills, excellent knowledge of customer service and sales standards, and be proficient in CRM software and Microsoft Office, especially Excel.
Qualifications
- 1+ year working in a sales environment
- Strong administration and coordination skills
- Excellent knowledge of customer service and sales standards
- Tech savvy- CRM, Microsoft office suite including Excel, and other platforms
- Ability to multi-task and excel in a fast-paced environment
- Comfortable attending in-person meetings and sales-related events
What We Offer
We offer a competitive annual salary plus a discretionary profit share opportunity. Salary for this position will vary between $50,000 and $55,000 per year depending on the knowledge, skills, abilities, and experience that the chosen candidate possesses.
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