Sales Operations Coordinator

Copeland; Montreal; On-site; CAD 55,000 - 75,000; Full time

Job summary

A leading climate technologies company in Montreal is seeking a Sales Operations Coordinator to manage lead assignment and support the sales team. The ideal candidate will have a CEGEP diploma, 2+ years of experience in sales operations, and proficiency in Salesforce. This role offers a full-time position with comprehensive benefits, aiming to contribute to sustainable innovations in energy management.

Benefits

Flexible time off plans

Medical insurance

Dental and vision coverage

Qualifications

• 2 years of experience in sales operations, business operations, or sales support.
• Strong proficiency in CRM systems and analytical skills.
• Excellent time-management and organizational skills.

Responsibilities

• Qualify and assign inbound leads to appropriate sales manager.
• Streamlining sales & marketing lead tracking.
• Manage CRM analytics dashboards and reports.

Skills

Sales Experience

Microsoft Office

Customer Service

Organization skills

Communication skills

Education

CEGEP diploma

Tools

Salesforce

Tableau

Power BI

Job description

About Us

We are a global climate technologies company engineered for sustainability. We create sustainable and efficient residential commercial and industrial spaces through HVACR technologies. We protect temperature-sensitive goods throughout the cold chain. And we bring comfort to people globally. Best-in-class engineering design and manufacturing combined with category-leading brands in compression controls software and monitoring solutions result in next-generation climate technology that is built for the needs of the world ahead.

Whether you are a professional looking for a career change an undergraduate student exploring your first opportunity or recent graduate with an advanced degree we have opportunities that will allow you to innovate be challenged and make an impact. Join our team and start your journey today!

Verdants smart thermostats and energy management solutions are hyper growth demand in the hotel hospitality and multi-dwellingunit industry. Weare looking for a creative and entrepreneurial-minded individuals who can join our team and share our success.

AS A SALES OPERATIONS COORDINATOR YOU WILL :

• Qualify and assign inbound leads to the appropriate sales manager for further development and closure.
• Monitor and source new sales opportunities through key incoming lead channels (i.e. website chat lead forms sales inbox phone calls)
• Monitoring filtering and assigning inbound leads to sales reps on different verticals.
• Overseeing the deal registration process and collaborating with direct sales and OEM teams to ensure streamlined sales cycles.
• Streamlining sales & marketing lead tracking by monitoring Salesforce dashboards across different verticals in collaboration with overall Marketing Leads.
• Engaging and communicating with sales & marketing leads to ensure inbound leads are actioned on.
• Work with Sales & Marketing leaders to create maintain and optimize CRM analytics dashboards report and monitor lead influx performance.
• Develop and manage dashboards and reports to track key sales metrics performance trends and forecasting.
• Develop cold call lists (CoStar) for lead generator and sales reps to boost campaigns or target geographic areas.
• Assist in the development and maintenance of marketing databases customer lists and contact lists for targeted marketing efforts like customer surveys email marketing campaigns and other targeted campaigns.
• Provide training and support to internal teams on the use of CRM platforms marketing automation tools and database management best practices.
• Work closely with various teams to build targeted outreach lists based on customer segmentation demographics and behavioral data captured within CRM platforms.
• Maintain and optimize CRM systems (e.g. Salesforce) and ensure data integrity and accuracy
• Support the sales team with pipeline management territory planning.
• Identify process inefficiencies and work cross-functionally to implement solutions
• Collaborate with marketing finance and customer success to align goals and ensure seamless lead-to-close process
• Manage sales incentive and compensation tracking
• Various Adhoc reports

Required Education Experience & Skills :

CEGE P diploma

2 years of experience in sales operations business operations or sales support

Proficiency in Microsoft Office suite

Strong proficiency in CRM systems (e.g. Salesforce)

Excellent analytical skills with the ability to turn data into actionable insights

Great organizational and creative thinking skills

You are a team player that thrives in helping others succeed.

Strong communication and interpersonal skills with the ability to build rapport and establish trust with potential customers

Time-management with strong time management skills

Authorization to work in Canada without sponsorship.

Preferred Education Experience & Skills :

Salesforce Administrator Certification (ADM-201)

Experience with sales analytics or BI tools (Tableau Power BI Looker)

Why Verdant

Verdant is an industry leading premiere manufacturer of Energy Management Thermostats. Verdant offers simple to use wired and wireless thermostats which are plug and play have accessories to handle any scenario and can be controlled managed and monitored via the internet. Commercial building owners turn to us when they want to achieve a significant reduction in their energy consumption theyre tired of dealing with humidity related issues and want to increase the life span of their HVAC units.

We want our employees to enjoy their life at work. We look for results as opposed to what time you punched in and out. We like to laugh and we like to perform. We are becoming a dominant player in our markets and we want our employees to be an integral part of this success story. We hope you can join us on this great adventure.

Our Commitment to Our People

Across the globe we are united by a singular Purpose : Sustainability is no small ambition. Thats why everything we do is geared toward a sustainable futurefor our generation and all those to come. Through groundbreaking innovations HVACR technology and cold chain solutions we are reducing carbon emissions and improving energy efficiency in spaces of all sizes from residential to commercial to industrial.

We invest in our employees to ensure they have the marketplace knowledge skills and competencies to bring this purpose to life while competing and leading in a global economy. Our training programs focus on end-to-end development from onboarding through senior leadership.

Flexible and competitive benefits plans offer the right options to meet your individual / family needs : medical insurance plans dental and vision coverage defined contribution pension plan and more. We provide employees with flexible time off plans including paid parental leave vacation and holiday leave.

Our success is measured by the positive impact we make on people our communities and the world through our unwavering focus on environmental social and regulatory progress. Learn more about us!

Our Commitment to Inclusion & Belonging

At Copeland we cultivate a strong sense of inclusion and belonging where individuals of all backgrounds and with diverse perspectives are embraced and treated fairly to enable a stronger workforce. Our employee resource groups play an important role in culture and community building at Copeland.

Equal Opportunity Employer

Copeland is an Equal Opportunity / Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to sex race color religion national origin age marital status political affiliation sexual orientation gender identity genetic information disability or protected veteran status. We are committed to providing a workplace free of any discrimination or harassment.

If you have an accommodation need please contact Human Resources or to make appropriate arrangements .

No calls or agency requests please.

Required Experience :

Key Skills

Sales Experience,Microsoft Office,Customer Service,Hotel Experience,Hospitality Experience,Basic Math,Microsoft Powerpoint,Salesforce,Filing,Project Management Software,Administrative Experience,Sales Support

Employment Type : Full-Time

Experience : years

Vacancy : 1