Job Description

Fidelity Vacancies – Sales Coordinator

Sales Coordinator – Fidelity Vacancies

Job Overview
The Sales Coordinator plays a pivotal role in the Sales Admin Department, ensuring the efficient management of sales leads, tracking feedback from Sales Consultants, and supporting smooth sales operations. This role focuses on accurate data management, client interaction, and coordination across sales processes to drive organizational objectives.

Reporting
Reports directly to the District Admin Manager.

Key Responsibilities

Sales Support

• Receive and record daily feedback from Sales Consultants regarding appointments
• Capture and update all relevant information on sales systems, maintaining accurate call status
• Handle sales complaints and red flags efficiently
• Manage client enquiries not related to new leads or follow-ups
• Create leads from website submissions, self-generated sources, or other channels
• Obtain quote values for reporting and ensure proper processing of paperwork

Data Verification

• Ensure addresses and client information are accurately loaded and avoid duplicate entries
• Verify correct Delegation of Authority (DOA) approvals for contracts and quotes

Credit Vetting & Direct Sales

• Load leads onto the sales system and record application receipt
• Verify submissions meet minimum standards
• Copy and check application documents for accuracy

Reporting & Communication

• Assist with client problems or complaints and provide timely feedback
• Ensure clear and accurate communication of information to all team members

PO Requisitions & Receipting

• Receive quotes from District Sales, Technical, and Community Development teams for procurement
• Ensure DOA approval for all purchases
• Create requisitions on SAP or relevant financial systems
• Track purchase orders, goods received, and invoices for accurate receipting
• Inform Accounts Payable for timely payment processing
• Follow up with suppliers on outstanding purchase orders

General Administration

• Maintain knowledge of all aspects of the Sales Coordinator role
• Attend required meetings and training sessions
• Keep work area organized and office communications professional
• Manage filing, faxing, stationery orders, and other office duties
• Adhere to shift roster and office hours
• Process emails daily and assist with ad-hoc tasks, analysis, and projects as required

Compliance & Procedures

• Uphold disciplinary codes and Standing Operating Procedures
• Meet performance targets and maintain high service standards
• Ensure SOX compliance and adherence to the company’s Big 5 principles

Core Competencies

• Attention to detail and accuracy
• Strong organizational and administrative skills
• Excellent communication skills, both verbal and written
• Problem-solving and analytical thinking
• Ability to manage multiple tasks under pressure
• Teamwork and collaboration across departments

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