
Client Success Coordinator
5 days ago
We are seeking a highly organized and efficient Sales Support Specialist to join our dynamic team. This is an opportunity to become part of a global leader in security, network, and audio-visual solutions.
The ideal candidate will play a crucial role in delivering exceptional client outcomes by providing proactive internal support and efficient coordination. Key responsibilities include assisting Account Managers and Business Development Managers in preparing quotes and proposals, managing sales pricelists, and facilitating internal handover documentation.
Your Responsibilities Will Include:
- Sales Administration & Support: Assist AMs and BDMs in preparing quotes and proposals from detailed briefs. Format and maintain standardized quote and proposal templates. Manage and update sales pricelists in coordination with Procurement and leadership.
- Onboarding & Adoption: Lead and manage client onboarding processes to ensure smooth implementation of solutions. Proactively support clients in adopting and maximizing the use of our technology services.
- CRM & Pipeline Management: Maintain and update CRM data including opportunities, client records, and status tracking. Ensure timely and accurate entry of opportunities, quotes, and client activity logs.
- Sales Reporting & Forecasting: Produce monthly sales activity, pipeline, and booking reports for the Sales Director and sales leadership.
- Sales Process Coordination: Liaise with internal estimating and procurement teams for pricing inputs. Coordinate with Project Management to ensure smooth handover of sold opportunities.
- Collaboration: Work closely with Account Managers to identify upsell and cross-sell opportunities. Provide feedback to product, engineering, and delivery teams to enhance client offerings.
- Market Research and Analysis: Assist sales leadership conducting market research to identify potential clients and opportunities.
- Additional Duties: Maintain proposal templates, documentation registers, and internal resource libraries. General administration duties that contribute to team productivity and effectiveness.
- Experience: Experience supporting enterprise or critical infrastructure clients, prior exposure to AV/IT/electronic security industry tools and terms, understanding of sales KPIs and reporting frameworks and knowledge of procurement or project handover processes.
- Skills: Highly organized and efficient with strong attention to detail, ability to manage multiple priorities and deadlines with minimal supervision and strong sense of initiative, accountability, and professionalism.
- Technical Proficiency: Familiarity with technology services, IT, electronic security, or AV solutions, ability to understand client business needs and translate them into actionable plans, proficiency in CRM software (Salesforce, Netsuite, Qwilr or similar).
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