Join the Beutel Goodman Managed Assets team as a Sales Coordinator, specializing in CRM management and sales support. You'll play a pivotal role by handling reporting, inquiries, and operational tasks. This position focuses on enhancing client service and administrative functions within the Managed Assets team. The role demands solid communication skills and an organized approach to manage multiple priorities effectively.

Responsibilities include maintaining data integrity in Satuit CRM, generating sales reports, and ensuring smooth operations across various team initiatives. Key Responsibilities:

- Serve as Satuit CRM power user for data quality
- Maintain advisor and client records in CRM
- Generate daily, weekly, and monthly sales reports




- Prepare client meeting presentations and sales collateral
- Support administrative inquiries via various communication channels

Requirements:

- Experience in sales coordination or client service
- Exceptional organizational and communication skills
- Advanced proficiency in Microsoft Office applications
- Experience with CRM software, especially Satuit CRM
- Bilingualism in English and French is an asset

Bring your organizational skills, CRM expertise, and service-oriented mindset to enhance Beutel Goodman's client relations.

📌 Sales Coordinator with Beutel Goodman (Toronto)
🏢 Beutel, Goodman u0026 Company
📍 Toronto