Job Summary
The primary objective of this role is to assist business managers and the sales team by managing Salesforce account and opportunity information. The position involves qualifying leads, creating proposals and quotes, tracking submissions, and generating reports. The role also includes liaising with clients and collaborating with various internal departments to bolster marketing efforts and monitor lost opportunities, as well as recommending enhancements to sales processes.
Responsibilities
- Maintain and organize Salesforce account and opportunity data.
- Qualify leads and assist in preparing proposals and quotations.
- Track submission statuses and produce various reports.
- Collaborate with clients and coordinate with internal departments.
- Support marketing initiatives effectively.
- Monitor lost opportunities and suggest improvements to sales processes.
Qualifications
- Post-secondary education in a related field or equivalent work experience.
- A minimum of five years’ experience in customer service, support, or sales.
- Experience in technology or professional services is preferred.
- Proficiency in Salesforce and Microsoft Office applications.
- Fluent communication skills in English, both written and verbal.
- Highly organized with a keen attention to detail.
- Eligibility for necessary export-control and security screening.
