Sales Operations Coordinator at Boardroom Appointments

Minimum Requirements:

• Matric (Grade 12) 
• Degree or related in Business Management, Commerce, or similar
• 2-5 years of experience in a Sales Operations role
• 2-5 years of administrative experience
• Sales experience
• Salesforce or similar CRM experience

Responsibilities:

• Manage Sales Fulfilment for all inbound and partnership channels
• Ensure all incoming leads are optimally managed
• Load leads into the CRM system if not automated
• Manage lead quality
• Manage duplicates as required
• Allocate leads to sales executives and manage capacity
• Track progress on leads loaded and escalate leads neglected
• Bring in Partnership Managers into deals which will benefit from support
• Channel Management support and stakeholder feedback
• Partner affiliate code creation and maintenance
• Lead form upgrades and quality assurance
• Weekly feedback on lead quality, leads volume received, conversions, issues faced, and resolution from fulfillment on leads and conversions, and deep dive into applications which made it to credit, and where we lost, and why.
• Monthly feedback on channel performance and sales performance.
• Managing sales initiatives and campaigns for outbound channels
• Ensure collateral and campaigns are delivered as briefed in by Head Sales Fulfilment and Outbound.
•  Identify old applications that were previously unsuccessful, investigate, and allocate to the respective salesperson, if feasible.
• Referral program management
• Track SE lead provider activity
•  Support the coordination of events and walk-in activities
• Manage contracts for unique solutions
• Send offers, generate contracts, sign contracts
• Approve disbursements
• Check in on collections and ensure all funded deals are collecting as expected
• Trouble shoot, escalate and manage resolution on sales operational issues.