Sales Coordinator (Salesforce) at Sharesource

About Sharesource:

We are a BCorp company whose purpose is to democratise opportunities for individuals from developing countries. With our brand and culture empowering our partners to attract and keep the most qualified members, we share the knowledge to unleash potential and grow scaling teams for Australian and Canadian businesses.

https://www.sharesource.com.au/

What are we looking for?

We are seeking a highly motivated and detail-oriented Sales Coordinator to join our dynamic sales team. In this role, you will play a crucial part in supporting the sales process, ensuring smooth communication between the sales, marketing, and customer success teams, and helping to drive operational efficiency. The ideal candidate will be a proactive problem-solver with excellent organizational skills and the ability to thrive in a fast-paced, SaaS environment.

Working time: 8:30 am and 5:00 pm Eastern Standard Time

Location: Colombia (Remote)

What are you expected to do?

• Sales Support: Assist the sales team with daily administrative tasks such as preparing sales proposals, presentations, contracts, and customer communications.
• CRM Management: Maintain accurate and up-to-date records in the CRM (Salesforce or other tools), ensuring the tracking of all leads, opportunities, and customer interactions.
• Sales Reporting: Prepare regular reports on sales performance, pipeline, and lead status to provide insights for decision-making.
• Lead Coordination: Manage inbound and outbound lead flow, scheduling meetings, and ensuring timely follow-ups.
• Customer Communication: Coordinate communication with prospects and clients, ensuring they have a positive experience throughout the sales process.
• Cross-functional Collaboration: Work closely with project managers to ensure a seamless transition from sales to implementation.
• Event and Webinar Coordination: Assist in organizing and coordinating webinars, product demos, conferences, and other events to support the sales process, ensuring smooth logistics and customer engagement.
• Customer Invoicing: Collaborate with the finance team to ensure accurate customer invoicing based on contracts and agreements, addressing customer discrepancies or questions.

KEY PERFORMANCE INDICFATORS

• Sales Pipeline Accuracy: Maintain an up-to-date and accurate sales pipeline in the CRM, ensuring proper categorization and timely follow-up on leads and opportunities.
• Lead Response Time: Ensure a quick turnaround time in responding to inbound leads and requests for demos, proposals, or product information.
• Event Coordination Success: Track the success of organized events by monitoring attendance rates, customer engagement, and follow-up activities, aiming for increased participation in future events.
• Customer Invoicing Accuracy: Ensure 100% accuracy in customer invoicing, with minimal discrepancies or delays, and track any issues to resolution with the finance team.
• Invoice Processing Time: Aim to process customer invoices promptly, within the agreed timeline, and ensure any queries related to invoicing are addressed within 24-48 hours.
• Sales Team Support: Measure effectiveness in providing support to the sales team, including timely completion of administrative tasks, document preparation, and CRM management, contributing to the overall efficiency of the sales process.
• Cross-functional Collaboration: Successfully facilitate communication and coordination across teams (sales, marketing, and finance), with feedback from team members on the efficiency of collaboration.
• Customer Satisfaction: Ensure positive feedback from customers related to communication and invoicing processes, aiming for high customer satisfaction ratings in post-interaction surveys.

You’ll be a great fit if:

• Experience: 2+ years of experience in a sales coordinator, sales support, or administrative role, preferably in a SaaS or tech environment.
• Skills: Strong proficiency in CRM software (Salesforce, HubSpot, etc.) and Microsoft Office Suite (Excel, Word, PowerPoint).
• Communication: Excellent written and verbal communication skills with the ability to liaise effectively across teams and with clients.
• Organizational Skills: Strong attention to detail and ability to handle multiple tasks simultaneously in a fast-paced environment.
• Problem-Solving: Ability to identify challenges and propose practical solutions proactively.
• Team Player: Collaborative attitude and a willingness to contribute to team success.
• Preferred: Knowledge of the BI industry or SaaS business model is a plus.
• Finance Coordination: Familiarity with basic invoicing procedures and experience coordinating with finance teams to ensure smooth invoicing and payment processes.

Here are the benefits of joining our team:

• Competitive salary and professional development
• Collaborative client partnerships and a fun, inclusive work environment
• Opportunities for leadership, expertise, and global client exposure
• Monthly coaching, training, and career development
• Remote work flexibility
• Engage in social impact activities and industry impact
• Achieve work-life balance and flexibility to support personal commitments
• Benefit package: depending on where the candidates are based

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Why work for Sharesource?

Our clients come from all walks of life and so do we. We hire hundreds of skilful individuals from a wide variety of backgrounds, genders, ages, and personalities to live out our diverse culture and make a positive impact on the world!

Our 5 Values:

• Make a social impact: We balance our work for client teams and for society by constantly making a positive impact.
• Be proactive: We encourage brave thinking and continuous improvement and drive change through action.
• Create value: We create measurable values for our stakeholders: our teams, partners, suppliers, investors, and communities.
• Be fair, open and honest: We foster equality and inclusivity in a supportive environment that embraces diversity and celebrates achievements.
• Add fun, passion and love: We prioritise fun and passion, fostering higher engagement and a positive can-do attitude.

What makes us different?

Our culture code. You will be a part of our vibrant company culture and experience a workplace where your contributions are valued, your growth is encouraged, and your opinion is respected:

• Challenged, autonomous, momentum
• Learning, growth mindset
• Lead by our values
• Heard, cared for, make good friends

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What happens after you submit your application?

The whole process takes around 4 weeks:

• There will be 3-4 interviews and a possible assessment from our client partner. You will undergo an initial interview, a culture interview, and 1-2 interviews with our cool client. This will run for about 1-2 weeks but we will let you know if we need to ramp it up. Be yourself and have fun.
• We will constantly communicate with you as to the development of your application. You can also directly communicate with us to ask us about the status of your application.
• If all goes well, we complete the reference check and provide other necessary requirements so we can offer you the job right away

At Sharesource, we believe in the value of diversity and inclusion. We are committed to creating a diverse, respectful, and inclusive workplace, and we do not discriminate based on factors such as race, gender, religion, sexual orientation, or disability.