Transaction Coordinator / Sales Support Specialist (Calgary)

Transaction Coordinator / Sales Support Specialist (Calgary)

14 Sep
|
Robert Half
|
Calgary

14 Sep

Robert Half

Calgary

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 quick-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. 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. Enter and maintain accurate customer and deal information within the CRM system.





Collect, review, and organize supporting documentation required for credit submissions. Act as the primary liaison between customers, vendors, lenders, insurance providers, and internal stakeholders. 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. 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 Banking Dealership operations Administrative support Account coordination Professional, personable, and customer-focused. CRM systems (Salesforce experience is an asset) Microsoft Office Suite Annual cell phone allowance ~ Comprehensive health and dental benefits ~ 3-4 weeks of vacation ~ Long-term growth and earning potential Full-time, permanent position Monday to Friday Flexible work environment with a strong give-and-take philosophy Casual dress code Primarily office-based position located in Southeast Calgary 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

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