Sales Operations Coordinator

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with local Business Manager(s) to ensure all account and client information is current and assist with both ongoing and upcoming opportunities.

• Provide support for CRM (Salesforce) data entry and maintenance.

• Ensure the accuracy of information through established sales processes and appropriate reporting.

• Assist in the preparation of client proposals, presentations, and quotations in accordance with Fidus Quality Standards.

• Manage client relationships in the absence of the Business Manager.

• Evaluate and qualify incoming leads in the CRM, ensuring that follow-up actions are executed appropriately.

• Identify potential leads using the CRM database and LinkedIn, introduce Fidus, and arrange meetings for Business Managers.

• Gather data and generate reports within Salesforce.

• Collaborate with the Sales Team to guarantee timely submissions and maintain follow-up schedules.

• Monitor and document lost opportunities and conduct investigations into lead losses.

• Support marketing efforts, including the development of case studies, participation in conferences, and the creation of brochures.

• Assess sales processes and propose enhancements or new procedures.

• Coordinate with estimation, project management, and finance teams to meet deadlines and provide Sales Activity updates.

⛳️ Requirements

• Post-secondary education in a relevant field or equivalent professional experience.

• A minimum of five (5) years of experience in a Customer Service, Support, or Sales-oriented role.

• Experience in the technology sector or a professional services agency.

• Familiarity with AI tools and a commitment to ongoing skill development.

• Proficient in using Salesforce.

• Skilled in MS Office, including Word, Excel, and Outlook.

• Fluent in English.

• Strong organizational skills with a keen attention to detail.

• Ability to obtain security clearance for the Controlled Goods Program (CGP).

• Experience in the CGP, aerospace, and/or defense sectors is considered an asset.

• Must be a U.S. person as defined under 22 CFR 120.62, or be eligible for an export license.

• Required to undergo security screening.

🏝️ Benefits

• Comprehensive benefits package.

• Medical plan.

• Dental plan.

• Vision plan.

• Matching 401(k) contributions.

• Annual profit-sharing bonus.

• Additional supplementary benefits.

• Fully remote position.

• Occasional travel to Canadian-based offices.