Transaction Coordinator / Sales Support Specialist | Calgary, AB (Southeast) | Full-Time, Permanent

Our client is a growing organization specializing in commercial equipment financing and leasing solutions for businesses across Canada. Known for its responsive service and ability to provide flexible financing options, the company prides itself on delivering an exceptional customer experience while operating in a fast-paced, entrepreneurial environment.

With a lean team structure and a collaborative culture, every employee plays a meaningful role in supporting clients, vendors, lenders, and internal stakeholders. The organization values professionalism, accountability, initiative, and strong relationship-building skills.

The Opportunity

Our client is seeking a Transaction Coordinator / Sales Support Specialist to support the sales team throughout the entire lifecycle of financing transactions.

This role is ideal for someone who enjoys coordinating multiple moving pieces, building relationships, managing documentation, and ensuring deals progress efficiently from initial inquiry through funding. The position offers significant exposure to sales, finance, customer service, and business operations, with long-term growth potential.

The successful candidate will receive hands-on training and mentorship while becoming a key point of contact for customers, vendors, lenders, and internal team members.

Key Responsibilities

- Coordinate equipment financing transactions from initial lead intake through funding.
- Enter and maintain accurate customer and deal information within the CRM system.
- Collect, review, and organize supporting documentation required for credit submissions.




- Prepare credit summaries and transaction packages for lender review.
- Act as the primary liaison between customers, vendors, lenders, insurance providers, and internal stakeholders.
- Follow up on approvals, conditions, outstanding documents, and funding requirements.
- Manage customer communications by phone and email, ensuring a positive client experience.
- Prepare financing quotes and verify payment structures, documentation, and deal details.
- Support the sales team with administrative tasks, reporting, and transaction updates.
- Identify opportunities to strengthen client relationships and generate additional business.
- Resolve transaction issues proactively while maintaining professionalism and accuracy.
- Maintain organized records and ensure all files are complete, compliant, and up to date.

Qualifications

More important than industry experience is the ability to communicate professionally, stay organized, take initiative, and provide exceptional service. Experience in any of the following areas would be considered an asset:

- Customer service
- Sales support
- Transaction coordination
- Financial services
- Equipment financing or leasing
- Banking
- Dealership operations
- Administrative support
- Account coordination

Personality:

- You are highly organized, proactive and able to anticipate next steps.




- You are reliable and accountable.
- You feel comfortable working within established processes and procedures.
- Professional, personable, and customer-focused.
- Able to manage multiple priorities without sacrificing accuracy.
- Solution-oriented and capable of maintaining composure in a fast-paced environment.
- Most importantly: you are willing to grow into an organization and are interested by the salesaspect of the role.

Technology

- CRM systems (Salesforce experience is an asset)
- Microsoft Office Suite
- Financing and quoting platforms

Compensation & Benefits

- Base salary: $65,000 - $80,000
- Additional incentive and commission opportunities after 6months.
- Annual cell phone allowance
- Comprehensive health and dental benefits
- Employee benefits program
- 3-4 weeks of vacation
- Long-term growth and earning potential

Work Environment

- Full time, permanent position
- Monday to Friday
- Typical schedule: 8:00 a.m. to 4:30 p.m.
- Flexible work environment with a strong give-and-take philosophy
- Casual dress code
- Collaborative and supportive team culture
- Primarily office-based position located in Southeast Calgary

Why Consider This Opportunity?

This is an opportunity to join a growing organization where employees have a direct impact on the success of the business. The role offers exposure to the full transaction lifecycle, meaningful client interaction, strong mentorship, and the potential to grow into a more revenue-generating position over time.

If you are proactive, customer-focused, highly organized, and motivated to build a long-term career, this could be an excellent next step.

📌 Transaction Coordinator / Sales Support Specialist (Calgary)
🏢 Robert Half
📍 Calgary