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