Job Description

Fidelity Vacancies – Sales Coordinator

Sales Coordinator – Fidelity Vacancies

Position Overview
Fidelity Vacancies is seeking a detail-oriented and organized Sales Coordinator to support the Sales Admin Department. The role focuses on managing sales leads, coordinating follow-ups, ensuring accurate data capture, and providing timely communication between Sales Consultants, clients, and internal teams.

Key Responsibilities

Sales Support

• Receive daily feedback from Sales Consultants on appointment outcomes
• Capture and update all relevant information on sales systems, ensuring call statuses are accurate
• Handle red flags, client complaints, and general sales-related enquiries
• Create new leads from website submissions, self-generated sources, or other non-incoming client queries
• Obtain quote values and process lead paperwork for reporting purposes

Verification of Data

• Verify client addresses and data when loading new leads to avoid duplicates
• Ensure correct authority levels (DOA) are signed off for contracts and quotes
• Maintain data integrity and accuracy throughout all sales processes

Credit Vetting and Direct Sales Support

• Load leads into the sales system and record application receipts on control sheets
• Check and copy submissions, ensuring applications meet minimum requirements
• Support credit vetting and processing of direct sales applications

Reporting and Communication

• Provide timely feedback to clients and internal team members
• Assist with resolving problems and complaints efficiently
• Ensure accurate and up-to-date communication of sales information

Purchase Orders and Requisition Management

• Receive quotes from Sales, Technical, and Community Development teams for procurement
• Ensure DOA approvals for all requisitions
• Create and submit purchase orders on SAP or other financial systems
• Receipt goods and invoices, and inform Accounts Payable for payment processing
• Follow up with suppliers on outstanding purchase orders

General Administration

• Maintain thorough knowledge of all responsibilities within the role
• Attend required meetings and training sessions
• Keep workstation organized and office environment tidy
• Manage emails daily and adhere to shift rosters and office hours
• Support ad-hoc tasks, analyses, and projects as required by Management
• Follow company policies, procedures, and Standing Operating Procedures (SOPs)
• Uphold disciplinary codes, SOX compliance, and the Big 5 principles at all times

Core Competencies

• Strong attention to detail and organizational skills
• Effective communication with clients and internal teams
• Ability to manage multiple tasks and priorities efficiently
• Professionalism, reliability, and adherence to company policies

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