Sales Operations Coordinator

Socket.dev; Markham; On-site; CAD 47,000 - 78,000; Full time

Job summary

Enercare Inc. in Markham is seeking a Sales Operations Coordinator to provide administrative, operational and reporting support to Sales and Client Experience teams.

This role coordinates sales-related processes, maintains accurate records, supporting contract administration, managing builder portal administrative activities, processing client incentive programs, and ensuring the timely execution of operational activities.

Qualifications

• Post-secondary education in Business Administration, Operations, Sales, or a related field.
• 1-3 years of experience in sales administration, operations, customer service, or a related role.
• Experience supporting contracts, reporting, incentive administration, client onboarding, or operational processes is considered an asset.

Responsibilities

• Support daily sales administration activities and operational processes.
• Maintain accurate customer, contract, and sales records within Salesforce.
• Coordinate and track sales requests, inquiries, and follow-up activities.
• Assist with the preparation of sales presentations, proposals, and client documentation.
• Support onboarding and account transition activities as required.
• Assist in the preparation, processing, and maintenance of customer contracts and related documentation.
• Ensure contract records are complete, accurate, and properly filed.
• Coordinate approvals and documentation required for contract execution.
• Support compliance with internal policies and procedures.
• Generate and maintain recurring sales, client, operational, incentive, reports and Salesforce dashboards
• Monitor data accuracy and identify discrepancies for resolution.
• Assist with reporting related to builder, property management, and dealer channels.
• Support management with data analysis, KPI reporting, and performance tracking.
• Coordinate internal communication and workflow between Sales, Operations, Client Experience, Finance, and other stakeholders.
• Coordinate builder portal activities, requests, onboarding tasks, equipment order tracking, and administrative processes.
• Monitor and maintain builder portal records, user access, account information, and onboarding status.
• Track, validate, and process client incentive payments in accordance with established program requirements.
• Maintain accurate records of incentive submissions, approvals, payment status, and supporting documentation.
• Generate and maintain reporting related to builder onboarding, portal activity, and incentive programs.
• Investigate and resolve discrepancies related to portal requests, incentive submissions, and payment processing.
• Support process improvement initiatives to enhance operational efficiency and service delivery.
• Assist with special projects and departmental initiatives as assigned.
• Maintain departmental documentation, procedures, and records.

Skills

Organizational skills

Time management

Attention to detail

Excel

Word

PowerPoint

Communication skills

Multitasking

Analytical skills

Team collaboration

CRM systems

Education

Post-secondary education in Business Administration, Operations, or Sales

Tools

Microsoft Office

CRM systems

Job description

Enercare Inc. is one of Canada’s largest home and commercial services companies servicing over one million customers across Ontario, Manitoba, Saskatchewan, Alberta, British Columbia, Quebec and New Brunswick. Enercare is the Experts at Home, operating under several brands including Enercare, HydroSolution, and Pioneer Plumbing & Heating.

A proudly Canadian-owned company, we are the Experts at what we do and deeply care about our customers. We value a diverse, collaborative culture, and take pride in our commitment to health and safety, and knowing our work serves and supports our communities every day. No matter your role, we invest in making sure you have opportunities to grow, learn, and become the Expert you want to be.

If you are ready to become one of our Experts, we would love to hear from you.

Role: Sales Operations Coordinator
Status: Regular, Full Time
Department: Builder Division
Location: Markham
Compensation: $47,403 - $78,215

Please note that the compensation range listed includes base salary and potential incentive pay. Incentives such as bonuses are not guaranteed and depend on individual performance and company results. Actual compensation within the range will be determined based on skills, experience, and qualifications.

Position Summary

The Sales Operations Coordinator provides administrative, operational, and reporting support to the Sales and Client Experience teams. This role is responsible for coordinating sales-related processes, maintaining accurate records, supporting contract administration, managing builder portal administrative activities, processing client incentive programs, and ensuring the timely execution of operational activities. The position plays a key role in supporting internal stakeholders while contributing to process improvements and an exceptional client experience.

Key Responsibilities

Sales Administration & Coordination

• Support daily sales administration activities and operational processes.
• Maintain accurate customer, contract, and sales records within Salesforce.
• Coordinate and track sales requests, inquiries, and follow-up activities.
• Assist with the preparation of sales presentations, proposals, and client documentation.
• Support onboarding and account transition activities as required.

Contract Administration

• Assist in the preparation, processing, and maintenance of customer contracts and related documentation.
• Ensure contract records are complete, accurate, and properly filed.
• Coordinate approvals and documentation required for contract execution.
• Support compliance with internal policies and procedures.

Reporting & Data Management

• Generate and maintain recurring sales, client, operational, incentive, reports and Salesforce dashboards
• Monitor data accuracy and identify discrepancies for resolution.
• Assist with reporting related to builder, property management, and dealer channels.
• Support management with data analysis, KPI reporting, and performance tracking.

Operational Support

• Coordinate internal communication and workflow between Sales, Operations, Client Experience, Finance, and other stakeholders.
• Coordinate builder portal activities, requests, onboarding tasks, equipment order tracking, and administrative processes.
• Monitor and maintain builder portal records, user access, account information, and onboarding status.
• Track, validate, and process client incentive payments in accordance with established program requirements.
• Maintain accurate records of incentive submissions, approvals, payment status, and supporting documentation.
• Generate and maintain reporting related to builder onboarding, portal activity, and incentive programs.
• Investigate and resolve discrepancies related to portal requests, incentive submissions, and payment processing.
• Support process improvement initiatives to enhance operational efficiency and service delivery.
• Assist with special projects and departmental initiatives as assigned.
• Maintain departmental documentation, procedures, and records.

Qualifications

Education & Experience

• Post-secondary education in Business Administration, Operations, Sales, or a related field.
• 1-3 years of experience in sales administration, operations, customer service, or a related role.
• Experience supporting contracts, reporting, incentive administration, client onboarding, or operational processes is considered an asset.

Skills & Competencies

• Strong organizational and time-management skills.
• Excellent attention to detail and accuracy.
• Advanced proficiency in Microsoft Office, particularly Excel, Word, and PowerPoint.
• Strong written and verbal communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong analytical and problem-solving skills.
• Demonstrated ability to work collaboratively across departments.
• Experience with CRM systems, client portals, databases, or sales management platforms is considered an asset.

Enercare is an equal opportunity employer. We are committed to equal employment opportunity regardless of race, colour, ancestry, national origin, religion, sex, age, sexual orientation, gender identity, citizenship, marital status, disability, pregnancy, military status, protected veteran status or other characteristics protected by applicable law. Enercare’s recruitment process includes accommodation for applicants with disabilities in accordance with applicable provincial accessibility laws and regulations. All accommodations will take into account the applicant’s accessibility needs due to disability and are available upon request.

Our company leverages artificial intelligence (AI) tools as part of the candidate screening process to help review applications efficiently and fairly. These tools may assist in evaluating qualifications against job requirements. All decisions regarding hiring are ultimately made by our recruitment team. All roles posted are opportunities we’re actively recruiting for, unless stated otherwise.