Company Overview:

Finanshels is a leading fintech company specialising in innovative financial technology solutions designed to empower businesses and individuals. We offer a range of products that enhance financial operations, customer engagement, and growth. We are looking for a highly organised and motivated Sales Coordinator to join our team and play a pivotal role in supporting our sales operations.

Job Summary:

The Sales Coordinator will support the sales team in administrative, customer service, and operational tasks, ensuring smooth coordination across departments and enhancing overall team productivity. This role involves managing sales documentation, tracking customer interactions, optimizing sales processes, and maintaining CRM systems to drive sales effectiveness and contribute to achieving company targets.

Key Responsibilities:

1. Sales Support:

• Assist the sales team in daily operations by organizing schedules, coordinating meetings, and preparing sales presentations.
• Serve as a point of contact for the sales team with other departments (e.g., marketing, finance, product) to streamline processes and resolve issues.

1. CRM & Data Management:

• Update and maintain customer records in the CRM system (e.g., Salesforce, HubSpot) and ensure data accuracy.
• Generate sales reports and performance metrics to track progress and provide insights to the sales team and management.

1. Order Processing & Documentation:

• Handle all sales-related paperwork, including order entries, contracts, and invoicing, ensuring compliance with company and regulatory policies.
• Prepare proposals, agreements, and other sales documentation in alignment with company guidelines.

1. Customer Coordination & Support:

• Communicate with clients and respond to inquiries or escalate issues to relevant departments as needed.
• Gather and manage customer feedback, working with the sales team to ensure customer satisfaction and resolve concerns promptly.

1. Sales Process Improvement:

• Identify areas to optimize the sales process, including documentation, tracking, and reporting.
• Support the development and implementation of best practices for the sales team and assist with training new team members on processes and tools.

1. Administrative Tasks:

• Organize sales team meetings, take notes, and prepare follow-up action items.
• Coordinate participation in events, conferences, and client meetings, including scheduling, logistics, and materials preparation.

Qualifications:

• Education: Bachelor’s degree in Business Administration, Marketing, or a related field.
• Experience: 1-3 years of experience in sales coordination, administrative support, or a related role, ideally within fintech, technology, or financial services.
• Technical Skills: Proficiency in CRM tools (e.g., Salesforce, HubSpot), Microsoft Office Suite (Excel, PowerPoint), and familiarity with analytics tools is a plus.
• Interpersonal Skills: Excellent verbal and written communication skills, with strong organizational and multitasking abilities.
• Attention to Detail: Highly detail-oriented with the ability to manage multiple priorities and tasks efficiently.
• Problem-Solving: Ability to handle client inquiries and resolve issues promptly with minimal supervision.
• Adaptability: Thrives in a fast-paced environment and can adapt quickly to new processes and tools.