Conquest Planning is a rapidly growing company in the financial technology space. Our innovative tool empowers users by making it simple to improve their client’s financial outcomes using our highly intuitive interface. Our Mission is to one day make great financial advice available to everyone and improve financial literacy around the world. We are based out of Winnipeg, Manitoba and have team members located across Canada, the United States, and United Kingdom.

We are seeking a Customer & Sales Operations Coordinator to join our dynamic team! This is a remote / work from home opportunity.

As Customer & Sales Operations Coordinator reporting to the Sales Operations Manager, you will be responsible for performing sales related administration, including the onboarding of new customers. The Customer & Sales Operations Coordinator will be passionate about customer service and meticulous with details and quality which will support the effective implementation and adoption of the Conquest Planning tool. The Customer and Sale Operations Coordinator will work with several internal teams to deliver support to our end-users and will lead and contribute to various projects.

Duties of the role include:

· Monitoring daily inbound requests for support in the Salesforce and Brand Management queues via Email and phone.

· Assisting customers with branding updates, changing logos, colours, adding or deleting users or administrators.

· Supporting customers with password resets and building organization structures within the Conquest tool.

· Electronically prepares documents, presentations and spreadsheets involving business and technical terminology pertaining to matters of a highly important and confidential nature.

· Building customer good will and relationships through accurate entry of information, timely responses to requests, and effective presentations that reflect user requests and requirements.

· Working with all internal teams to help ensure on-boarding tasks are carried out promptly, accurately and in the right sequence.

· Proactively communicating with internal and external stakeholders when issues arise.

· Keeping current with trends within the financial planning and fintech industry.

· Entering accurate data in Salesforce or / or running requested reports for management

· Carrying out various tasks in support of the Sales and Customer Success teams

· Leading and contributing to various projects as assigned.,

Qualifications required:

· 2 - 4 years of customer service or account management experience in financial services or a software company.

· Proven track record of success in a customer facing role.

· Experience with Salesforce and proficient in MS Office Suite

· Exceptional communication skills (oral, written and presentation skills)

· High level of organizational ability, accuracy and attention to detail

· Experience building and maintaining relationships, while working to drive engagement.

· Empathetic, positive attitude with a desire to help our customers reach their goals.

· Passion for technology and for being a part of a fast-growing company.

· Experience working with cross-functional teams (e.g. Sales, Product, Marketing, Services)

· Experience working with, and managing, stakeholders and customers.

· Flexible approach, able to operate effectively with uncertainty and change.

· Driven, self-motivated, enthusiastic, and collaborative team player.

· Natural curiosity towards learning and broadening personal knowledge base

· Quick learner

· Familiarity with project management/coordination best practices and agile methodologies an asset

What to expect:

An inclusive culture comprised of extremely talented individuals.
A leadership team with a proven track record of success.
The opportunity to join a company as it expands across the globe.
Competitive compensation and generous benefits

How to Apply:

We’re excited to learn about you and want to give you the opportunity to set yourself apart from everyone else. Along with your Resume, send us a personalized Cover Letter, Email or Video with the following:

· Why you are interested in this job, the fintech industry, or any other reason you would love to work here.

Next steps:

If this exciting opportunity is of interest to you, please forward your application as described above by February 6, 2023 with Customer & Sales Operations Coordinator in the subject line.

We thank all applicants for their interest. Only those invited for an interview will be contacted.

Conquest Planning Inc. is an equal opportunity employer. Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please contact Human Resources.

Job Type: Full-time

Salary: $50,000.00-$65,000.00 per year

Benefits:

Dental care
Employee assistance program
Extended health care
Life insurance
Paid time off
Vision care

Schedule:

Day shift
Monday to Friday

Education:

Secondary School (preferred)

Experience:

Customer service: 3 years (required)

Work Location: Hybrid remote in Winnipeg, MB

Application deadline: 2023-02-06

Conquest Planning Inc.

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Customer & Sales Operations Coordinator