Sales Coordinator

HR à la carte•Toronto, ON

6d•CA$60,000 - CA$75,000•Onsite

About The Position

This role supports sales team activities, facilitates communication between clients and internal teams, assists in organizing sales operations, and provides excellent advisor and self-directed client support. Reporting jointly to the Head of Sales and Head of Inside Sales, the incumbent will execute various sales coordination tasks, help optimize processes, and ensure seamless sales operations to foster strong client relationships. This role is well-suited for someone who enjoys building relationships, supporting a dynamic sales team, and making a meaningful impact on the client experience. Whether you're an experienced sales coordinator or a recent graduate eager to launch your career, you will gain valuable exposure to sales, client service, marketing, and business operations while working alongside a collaborative and supportive team.

Requirements

Post-secondary diploma or degree in Business Administration, Marketing, Finance, or a related field
Strong organizational skills with the ability to manage multiple priorities, coordinate projects, and meet deadlines in a fast-paced environment
Excellent verbal and written communication skills with the ability to engage professionally with clients, advisors, internal teams, and external partners
Strong customer service orientation with the ability to respond effectively to client inquiries and build positive relationships
Proficiency in Microsoft Office Suite, including Word, Excel, and PowerPoint
Strong attention to detail and accuracy in managing data, documentation, reporting, and administrative processes
Ability to collaborate effectively within a team while also working independently with minimal supervision
Knowledge of sales operations and coordination practices to support efficient execution of sales activities
Fluency in English, both written and spoken, is required
Authorized to work in Canada

Nice To Haves

Previous experience in sales coordination, sales operations, client service, or a related role is preferred
Experience supporting sales teams and managing client relationships, with an understanding of sales processes and best practices, is an asset
Experience working with customer relationship management (CRM) systems is preferred
Recent graduates with relevant education, internships, or demonstrated interest in sales and client service are encouraged to apply
Experience with data management and reporting tools is an asset
Programming knowledge in Visual Basic or other programming languages would be considered an asset
Additional language skills in French, Mandarin, and/or Cantonese are considered an asset

Responsibilities

Support the sales team by coordinating day-to-day operations and identifying new business opportunities across assigned territories
Maintain accurate CRM records, ensuring data integrity and promoting best practices
Coordinate sales communications, including mass and personalized advisor emails, and respond professionally to self-directed client inquiries
Manage calendars, meetings, and travel arrangements for the Head of Sales, Head of Inside Sales, and portfolio managers, including speaker requests and scheduling
Plan and coordinate sales events, road shows, seminars, conferences, branch presentations, and the firm's bi-annual National Sales Conference
Prepare presentation materials, marketing collateral, and advisor resources, while managing promotional inventory in partnership with the Marketing team
Provide administrative support, including expense reports, invoice processing, co-op request administration, branch attendance tracking, and general sales administration for the Toronto office
Organize weekly sales meetings, prepare meeting summaries, and consolidate sales data to support reporting and performance tracking
Collaborate with Marketing and other internal departments to ensure the timely execution of sales initiatives and seamless communication
Take on additional responsibilities, initiatives, or special projects as needed to support the continued growth and success of the firm