Job Description

Fidelity Vacancies – Sales Coordinator

Sales Coordinator – Fidelity Vacancies

Job Overview
The Sales Coordinator is responsible for supporting the Sales Admin Department by managing sales leads, tracking appointments, and ensuring efficient communication between Sales Consultants, clients, and internal teams. This role ensures accurate data management, timely reporting, and smooth sales operations.

Reporting
Reports to the District Admin Manager.

Key Responsibilities – Sales Support

• Receive and record feedback from Sales Consultants on daily appointments
• Capture and update all relevant information in the sales system, including call status
• Handle red flags and resolve sales-related complaints
• Manage client enquiries not related to new leads or follow-ups
• Create and process self-generated leads and website inquiries
• Obtain quote values for reporting purposes
• Ensure accurate processing of sales paperwork

Key Responsibilities – Data Verification

• Verify addresses and client information when loading new leads to avoid duplicates
• Ensure correct Delegation of Authority (DOA) approvals are obtained for contracts and quotes

Key Responsibilities – Credit Vetting & Direct Sales

• Load leads onto the sales system and record applications on the control sheet
• Review submissions to ensure they meet minimum standards
• Copy and check applications for accuracy

Key Responsibilities – Reporting & Communication

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

Key Responsibilities – Purchase Orders & Receipting

• Receive quotes from Sales, Technical, and Community Development teams for procurement
• Ensure DOA approvals are obtained
• Create requisitions in SAP or the financial system
• Track PO generation, deliveries, invoices, and notify Accounts Payable for payment
• Follow up with suppliers on outstanding POs

General Responsibilities

• Maintain up-to-date knowledge of all processes and procedures related to the role
• Attend required meetings and training sessions
• Keep workstation organized and maintain office standards
• Manage emails daily and adhere to office hours and shift rosters
• Support ad-hoc tasks, analysis, and projects as assigned
• Uphold company discipline, Standing Operating Procedures, SOX compliance, and Big 5 principles
• Ensure high standards of service and target achievement

Core Competencies

• Attention to detail and data accuracy
• Strong organizational and multitasking skills
• Effective communication and problem-solving abilities
• Ability to work under pressure and adhere to deadlines
• Customer-focused and proactive approach

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