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Sales Coordinator
2 weeks ago
Organizational Solutions Inc. (OSI) is a Third party provider that specializes in Disability Management & Workers’ Compensation Management services. We believe in the quality of growth and the professional potential of all our staff. Founded in 2003, OSI’s journey is one of entrepreneurial achievement and professional development. Over the past twenty years we have grown from a grassroots start-up into one of Canada’s leading Disability Management and Workers’ Compensation claims management providers. Today OSI employs more than 180 highly specialized people and serves over 1,000 clients of all sizes in almost every industry.
As a member of OSI you have the opportunity to work in an innovative environment, to engage in meaningful work, and have a strong positive impact in providing, “The Right Care, at the Right Time, for the Right Outcome©” within a dynamic, and talented team, while growing your own professionalism.
**Job Summary/Accountabilities**
**Primary Duties and Responsibilities**
**Sales**
- Internal networking with Sales Consultants and Brokers.
- Research and qualify prospects utilizing available resources such as LinkedIn, prospect lists, breakfast seminars, networking events, and tradeshows.
- Develop leads by researching key sales focus industries, delivering outbound calls suggesting new services to deploy opportunities to outside sales team.
- Receive inbound calls and web leads, qualify the lead, enter lead into CRM and where applicable, develop the lead or forward to correct Account Executive for follow up.
- Work within our company CRM system to pull clients / prospects / brokers from the database for campaigns and targeted marketing efforts and seminar attendance.
**Sales Process Support**
- Work with Account Executives and Proposal Writer to provide an analysis of customers’ requirements for disability management and workers’ compensation services.
- Coordinate proposal documents and pricing, analyze and document risks and prepare complete sales packages for the sales team.
- Responsible for the development and execution of quotes/proposals and presentations for internal and external prospects.
**Post Sale Activity**
- In partnership with the Account Executive complete the Letter of Agreement/Contracts with specific requirements for new clients.
- Administer set up of new clients by completing the Sales to Operations form and coordinate with key individuals for a smooth transition to Operations.
- Maintain CRM database with leads that have come in through various prospect generating activities.
**Sales Administration**
- Develop weekly, and monthly sales reports and analysis.
- Supports sales team with proposal administration, RFP/RFQ/RFI searches, materials preparation
- Various administrative duties, including maintaining CRM, organizing and maintaining proposals documents and folders.
- Plan and coordinate with the sales team the management of upcoming meetings and events.
- Verify if any marketing materials, proposals, etc. will be required for upcoming appointments or events.
**Required Competencies**
- Skilled networker with positive energy and influencer abilities
- 1-3+ years’ experience in a Sales support role
- Degree or diploma in Marketing, Communications, Business, or a related field would be considered an asset
- Familiarity with RFP/ RFQ tenders cycle
- Experience utilizing social media for sales outreach purposes; LinkedIn, YouTube, Twitter, etc.
- Superior writing (including grammar, style, spelling, and punctuation), editing, and proofreading skills for accuracy and quality
- Solid formatting experience in Microsoft Office (Word, Excel, Outlook, PowerPoint)
- Understanding of disability management / workers’ compensation services or related consulting practices, an asset
- Skilled at researching and obtaining information via internet, networking, and other social media tools
- Graphic development and handling social media promotions experience is considered an asset
- Preference given to Bilingual Individuals - English/French
**Working Conditions**
- Office environment
- Ability to sit for prolonged periods of time
- Travel within Canada to off-site meetings and conferences (estimated 10% of role)
**Reporting Relationship**
- Accountable to CEO Organizational Solutions
- Self-managed company, accountable to KPMs and goals
- Organizational Solutions Inc. is committed to fair and accessible employment practices._
- We will accommodate people with disabilities during the recruitment, assessment, hiring processes, and employment. Please notify us as soon as possible of any adaptive measures you might require at any stage of the recruitment process._
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Solutions Organisationnelles Inc. (OSI) est un fournisseur tiers spécialisé dans les services de gestion de l'invalidité et de l'indemnisation des accidents du travail. Nous croyons en la qualité de la croissance et au potentiel professionnel de tout notre personnel. Fondée en 2003, OSI a connu un parcours jalonné
