Join Conquest Planning as a Delivery Coordinator, focusing on delivering exceptional customer service for onboarding financial planning software users. This remote role involves supporting clients through their journey.
As a Delivery Coordinator, you will ensure that clients receive outstanding service as they implement Conquest's creative software. Your expertise in customer service, coupled with Salesforce management skills, will directly enhance customer experience. The chance to engage with various internal teams and contribute to multiple projects is integral to this position.
Key Responsibilities:
• Deliver high-quality support for user onboarding needs
• Manage Salesforce ticket requests and follow-ups
• Aid in user management and brand updates for clients




• Initiate proactive communication with stakeholders
• Collaborate with teams to ensure timely onboarding processes
Requirements:
• 2 - 4 years of experience in customer service or account management
• Proficient in Salesforce and MS Office tools
• Exceptional communication and organizational skills
• Proven ability to build and maintain client relationships
• Be adaptable and flexible in a changing setting
Grow your career with Conquest Planning by supporting clients in achieving their financial goals.
J-18808-Ljbffr

📌 Delivery Coordinator For Financial Planning Software Winnipeg
🏢 Conquest Planning
📍 Winnipeg