Sales Operations Coordinator
Advanceit Financial Corporation - Montréal, QC

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About the Company

Advanceit is a fast-paced, high-growth and innovative financial company. We are not your typical funding company – recently honored as a Top Fifty Employer in Canada – our team has the talent to produce results, be creative, deliver “out of the box” momentum and thrive on business challenges. We are looking for equally passionate people that seek job success and a rewarding career.

Job Description

Directly working with our sales and funding teams, this role oversees the application process with our prospective clients and coordinates all document correspondence internally and externally for a successful completion to sale.

  • Is the primary sales representative with merchants during the application process;
  • Handle objections, questions and concerns around the application forms and the funding process with the purpose to assist the client through the funding process successfully;
  • Create and manage a client’s sense of urgency to effectively close funding;
  • Coordinates with the merchant and obtain support when collecting missing information from a potential client;
  • Verify all details in the documents received from the prospective client in order to identify required information;
  • Is the primary coordinator between the sales and operational team to ensure internal process completion;
  • Request guarantor information from a prospective client as required;
  • Liaise with client, guarantor and data analysts to ensure to close the file on a timely basis;
  • Be the key point of contact for merchants that have incomplete accounts;
  • Ensure the administrative policies and procedures are followed according to established guidelines of the accounting department;
  • Perform administrative functions related to completing a prospect’s file and perform data entry as required;
  • Perform ad hoc administration duties as required to ensure optimal sales volume from associated Account Executives;
  • Perform with a high level of collaboration and strong communication about client, work and file status to the assigned Account Executive.

Skills & Qualifications:

  • Proven ability to problem solve and handle client questions and objections around the application and funding process; sales experience considered an asset;
  • Ability to manage sales expectations and internal deadlines while ensuring high application approvals in a timely fashion;
  • Ability to work under pressure in a time sensitive environment;
  • Strong communicator between internal and external teams;
  • Strong customer service and communication skills;
  • Highly organized and detailed oriented;
  • University Degree or equivalent experience;
  • Microsoft Word and Excel required; experience an asset;
  • Bilingual.