Sales Project Coordinator

2 months ago


Mumbai Maharashtra, India WTW Full time

**Principal Duties/Responsibilities**
- Creation and management of project/BAU work plans as required related to CRM Projects, working with Line Manager
- Support to Line Manager on all associated workflow from the deployment or BAU activity for Microsoft Dynamics 365 or other related CRM systems
- Manage specific workstreams from CRM Projects to support both deployment and BAU CRM activities for the business
- Supervise different tasks in the process of project completion
- Report status/tracking of live tasks to relevant Stakeholders / Line Manager based on frequency required
- Proactively call out queries / doubts with the right parties involved
- Identify gaps in the CRM processes and highlight it to the Stakeholders / Line Manager
- Support management of all Project Backlog Items
- Support the production of Global training materials for specific sales tools within WTW
- Suggest various corrective and preventive, strategic and tactical actions to improve the health, relevance and accuracy of data
- Attend Champion Calls to support Line Manager in identification of any new requirements
- Support management of content on Dynamics CRM Champions Teams Site
- Support production of enhancement documents for CRM releases
- Monitoring, updating and reporting on project/BAU work plan progress
- Ensure timely completion of tasks with accuracy of the data as per instructions and business needs
- Provide ideas and suggestions in improving processes and support the documenting of new procedures
- Additional responsibilities/support as required by the business/Line Manager

**Qualifications**

Ideal: Must have a bachelor’s degree or sufficient local level qualifications to support suitability for the role

**Skills**
- Minimum 3 years of experience into Sales Support functions with roles having direct exposure to different technical tools and system governance
- Working knowledge of web-based technology solutions such as Salesforce, MS Dynamics, or other relevant tools used in Sales Lifecycle required
- Ability to prioritize tasks and meet tight deadlines
- Ability to work independently and on multiple tasks simultaneously
- Effective and clear communication skills in English, both verbal and written
- Strong attention to detail

Innovative approach to problem solving

**Knowledge**
- Knowledge of MS Office suite
- Knowledge on Microsoft Dynamics CRM or another CRM system will be a distinct advantage
- Knowledge on data management will be added advantage
- Good awareness of Microsoft Teams will be a distinct advantage to support project management
- Build and management of SharePoint/Intranet sites
- Microsoft Power BI building skills will be a distinct advantage
- Previous use of LinkedIn Sales Navigator would be an advantage

Understanding of the Insurance industry whilst not a must but good to have

**Competencies**
- Strong communication skills
- Problem solving skills
- Team orientated
- Good Time management skills - ability to work to tight deadlines
- Proactive approach to work

Confidence to engage with end customer both verbally and written to deal with queries


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