Sales Coordinator - Ladysmith at Fidelity Services Group

PURPOSE:

• The role of the Sales Support Coordinator is to ensure the effective and efficient management of sales leads, receiving of feedback from Sales Consultants regarding the outcome of appointments. 
• Your job description encompasses, but is not necessarily, limited to the following:  

Key Performance areas:

SALES SUPPORT  

• Receiving of feedback from Sales consultants regarding the outcome of appointments daily 
• Capture and record all relevant information on sales systems and update the call status accordingly 
• Handling of red flags and resolution of related sales complaints 
• Handling of sales related enquiries by clients not related to new leads or leads in “Follow Up” 
• Creating of leads where the clients did not call into the company (e.g. Website Leads, Self-Generated)
• Obtain quote value for reporting 
• Creating leads to be process paperwork 

VERIFICATION OF DATA

• Addresses on sales system (Recon or New client?) when loading a new lead for the processing of paperwork. Ensuring that no information related to leads are duplicated, this includes but is not limited to the loading of duplicate leads 
• Ensure correct DOA levels have been signed off for contracts and quotes.  

CREDIT VETTING AND DIRECT SALES

• Load lead onto the sales system 
• Record the receipt of the application on the control sheet 
• Check and copy submissions 
• Ensure that the applications received meet the minimum standards 

REPORTING AND COMMUNICATION

• Assist with any problems or complaints 
• Give full feedback to clients where necessary 
• Ensure that information is communicated in a timely and accurate manner to all team members 

CREATING OF PO REQUISTIONS AND RECEIPTING 

• Receive quotes from District Sales, technical and Community Development team for purchasing of goods 
• Ensure DOA signs off for approval
• Create requisition on SAP system or financial system 
• Ensure PO is generated and submitted to supplier by procurement department 
• Receive Goods delivery note and invoice for receipting 
• Inform accounts payable to make payment to supplier once receipting of invoice is processed 
• Follow up with Suppliers for outstanding PO`S generated 

GENERAL

• Have knowledge about all facets pertaining to your position 
• Attend all required meetings and training sessions 
• Keep your workstation/office neat and tidy at all times 
• Not abuse company telephone for private calls 
• Filling, faxing, ordering of stationary and all other office duties 
• Adhere to shift roster and office hours 
• Emails to  be processed  daily (up to date by COB) 
• Assisting with other ad-hoc tasks , analysis and projects as and when required by Management 7.Standing Operating Procedures
• Ensure that the disciplinary code is adhered to at all times 
• Standing Operating Procedures must be upheld 
• Meeting and keeping on agreed upon targets 
• Meeting and keeping on agreed upon targets – performance 
• High standard of service must be upheld 
• Ensure SOX compliance at all times 
• Ensure that the Big 5 principles are upheld at all times