Sales Operations Coordinator

Role Overview

• Partner with local Business Manager(s) to maintain up-to-date information for accounts and clients while assisting them in managing ongoing and upcoming opportunities
• CRM (Salesforce) entry support and maintenance
• Maintain information accuracy through defined sales processes and proper reporting
• Assist with the preparation of client Proposals/Presentations and Quotations while adhering to Fidus Quality Standards
• Client Relationship Management during Business Manager absence by providing excellent customer service, quick response and proper etiquette
• Professionally field and qualify incoming leads in the CRM and to ensure correct follow through actions are taken
• Sleuth out leads using CRM Database, LinkedIn to introduce Fidus and setup meetings for Business Managers
• Responsible for collecting data and creating various reports as requested in CRM (Salesforce)
• Work with the Sales Team to ensure submissions are on-time and follow-up schedules are maintained
• Work with the Sales Team to track and log lost opportunities and lead lost opportunity investigations
• Assist with new marketing initiatives (case studies, conferences, brochures etc.) by working with the Sales Team and Engineering Team
• Review current internal sales processes, and then recommend improvements and/or new processes to help adapt to changing business requirements
• Act as a liaison between various departments (estimation, project management, finance) to ensure the timelines are met and information is provided in regards to Sales Activities.

Requirements

• Post-secondary education in a related field or the equivalent professional work experience
• Minimum of five (5) years of experience in a Customer Service, Support or Sales focused role
• Experience in the technology sector or a professional services agency
• Familiarity with AI tools and a drive to continually develop new skills
• Proficiency using Salesforce
• Proficiency using MS Office, including Word, Excel, Outlook
• Exhibit strong communication skills, fluent in English
• Excellent organizational skills with a strong attention to detail
• Interacts well with customers and other employees
• Enjoy working in an ever changing and diverse environment
• Ability to be security cleared for Controlled Goods Program (CGP)
• Experience in the CGP, aerospace and/or defense industry considered an asset.

Benefits

• Annual compensation ranges from $65,000 to $85,000
• Comprehensive benefits package, including medical, dental, and vision plans
• Matching GRSP contributions
• Annual profit-sharing bonus
• Other supplementary benefits