Financial Operations Coordinator

2 weeks ago


Kozhikode, Kerala, India Finanshels Accounting Accounting LLP Full time

Company Overview:

Finanshels Accounting LLP is a leading fintech company specialising in innovative financial technology solutions designed to empower businesses and individuals. Our product range enhances financial operations, customer engagement, and growth.

Job Description:

The Sales and Marketing Assistant will play a pivotal role in supporting our sales operations. This involves managing sales documentation, tracking customer interactions, optimising sales processes, and maintaining CRM systems to drive sales effectiveness and contribute to achieving company targets.

Main Responsibilities:

  • Sales Support:
    1. Organise daily operations by scheduling meetings, preparing presentations, and coordinating with other departments.
    2. Act as a point of contact for the sales team to streamline processes and resolve issues.
  • CRM & Data Management:
    1. Update customer records in the CRM system and ensure data accuracy.
    2. Generate sales reports and performance metrics to track progress and provide insights.
  • Order Processing & Documentation:
    1. Handle sales-related paperwork, including order entries, contracts, and invoicing.
    2. Prepare proposals, agreements, and other sales documentation.
  • Customer Coordination & Support:
    1. Communicate with clients, respond to inquiries, and escalate issues to relevant departments.
    2. Gather customer feedback and work with the sales team to ensure satisfaction.
  • Sales Process Improvement:
    1. Identify areas to optimise the sales process.
    2. Support the development and implementation of best practices for the sales team.
  • Administrative Tasks:
    1. Organise meetings, take notes, and prepare action items.
    2. Coordinate participation in events, conferences, and client meetings.

Requirements:

  • Education: Bachelor's degree in Business Administration, Marketing, or a related field.
  • Experience: 1-3 years of experience in sales coordination, administrative support, or a related role.
  • Technical Skills: Proficiency in CRM tools, Microsoft Office Suite, and analytics tools is a plus.
  • Interpersonal Skills: Excellent verbal and written communication skills, strong organisational and multitasking abilities.
  • Attention to Detail: Highly detail-oriented with the ability to manage multiple priorities efficiently.
  • Problem-Solving: Ability to handle client inquiries and resolve issues promptly.
  • Adaptability: Thrives in a fast-paced environment and adapts quickly to new processes and tools.

Salary: The estimated salary for this role is £45,000 - £55,000 per annum, depending on experience.



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