Sales Coordinator (Montreal) / Coordonnateur(trice) des ventes (Montréal)
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Sales Coordinator (Montreal) / Coordonnateur(trice) des ventes (Montréal)
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Full-time
associate degree
Posted 28d ago
~40 hrs/week
Responsibilities
The role involves coordinating travel, managing expense reports, and handling complex calendaring and logistics for managers. Additionally, the coordinator plans client events and maintains accurate client data within the CRM platform.
Requirements
Candidates need 1-2 years of administrative experience supporting executives and proficiency in MS Office. Fluency in both English and French is required for operational communication with stakeholders across Quebec, Ontario, and the US.
Full job description
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Role Summary
The Sales Coordinator role at PIMCO offers resourceful self-starters the opportunity to learn and be challenged. This is a fast-paced environment which requires a high degree of professionalism, organization, teamwork and attention to detail, coupled with the ability to multitask and prioritize.
Responsibilities
The following key activities are included in the role:
1. Travel Coordination and Preparation
Work with managers to coordinate travel arrangements through Concur and Direct Travel according to the PIMCO Travel and Entertainment Policy
Arrange ground transportation, book hotels and manage all logistics
Create final travel itinerary and directions
2. Expense Reports and Approvals
Process detailed expense reports through the Concur system in a timely manner
Gather emails/calendar schedules to prepare for monthly expense meeting with managers to clarify information to process reports
Monitor and track managers’ expense reports until reimbursement
Reconcile monthly expenses with credit card statements along with cash receipts and monitor accounts to ensure personal payments, if any are made
3. Coordinate Client Meetings/Calendaring
Coordinate external/internal meetings for managers and handle the scheduling, materials, meals/refreshments and logistics
Confirm final agenda schedule with all participants.
Make sure all meetings are added to the manager’s and team calendars
Observe manager’s calendar and keep them on schedule for their next meeting
4. Events: Planning and Organization of Small and Large Events
Help facilitate all PIMCO client events.
Liaise with PIMCO Client Events to secure venues and manage medium-scale events
Manage the invitation process, collecting RSVP’s and providing regular updates
Manage menu, AV requirements, venue set-up, gifts, etc.
Attend in person to make sure event runs smoothly
5. Phone Coverage/Client Servicing
Manage telephone calls and respond to requests
Create follow up correspondence according to the requirement of each manager
Participate in special projects.
Manage onboarding of new employees and consultants
6. Data Management
Update and maintain accurate client, contact and activity information within the CRM platform
Support data quality by checking for duplicate, incomplete or outdated records and escalating issues as needed
Assist with reporting and list preparation for sales, marketing and client service activities using CRM data
Position Requirements
Track record of embodying PIMCO’s values of Collaboration, Openness, Responsibility and Excellence.
1-2 years of previous administrative experience supporting multiple executives
Intermediate to advanced working knowledge of MS Word, Excel and Outlook required
Must possess strong written and verbal communication skills, including exceptional telephone management and the ability to write emails
Must be able to adapt to changing situations with minimal notice and guidance
Two–year college degree is preferred but not required
Soft skills: Self-starter, quick learner, able to multitask, highly organized, excellent attention to detail, customer focused, problem solver, good follow up skills, able to prioritize, team player
Must be fluent in French and English; Professional proficiency in spoken and written English is required due to daily, operational communications with internal stakeholders located outside Quebec, including team members across Ontario and the United States. The role also involves client-facing communications in English, with clients located outside Quebec.
Résumé du poste
Le poste de coordinateur(trice) des ventes chez PIMCO offre aux personnes débrouillardes et proactives l'opportunité d'apprendre et de relever des défis. Il s'agit d'un environnement dynamique exigeant un haut degré de professionnalisme, d’organisation, d’esprit d'équipe et d’attention au détail, ainsi que la capacité à gérer plusieurs tâches simultanément et à établir des priorités.
Responsabilités
Les activités clés suivantes font partie du poste:
1. Coordination et préparation des déplacements
Collaborer avec les gestionnaires pour coordonner les déplacements via Concur et Direct Travel, conformément à la politique de PIMCO en matière de voyages et de frais de représentation
Organiser les transports terrestres, réserver les hôtels et gérer toute la logistique
Établir l'itinéraire de voyage final et les indications (directions)
2. Rapport de dépenses et approbations
Traiter des rapports de dépenses détaillés via le système Concur dans les délais impartis
Rassembler les courriels et les calendriers pour préparer la réunion mensuelle sur les dépenses avec les gestionnaires, afin de clarifier les informations nécessaires au traitement des rapports
Assurer le suivi et suivre l’état d’avancement des rapports de dépenses des gestionnaires jusqu’au remboursement
Vérifier et concilier mensuellement les dépenses mensuelles des relevés de carte de crédit avec les reçus payés en espèce, et surveiller les comptes pour s’assurer que les paiements à titre personnels (le cas échéant) sont bien pris en compte
3. Coordination des réunions clients / Gestion de l'agenda
Coordonner les réunions internes et externes pour les gestionnaires et gérer la planification, documents, repas/rafraîchissements ainsi que la logistique.
Confirmer l’horaire final de l'ordre du jour auprès de tous les participants.
Veiller à ce que toutes les réunions soient inscrites aux calendriers des gestionnaires et de l'équipe.
Surveiller les calendriers des gestionnaires et veiller au respect de l’horaire pour la réunion suivante.
4. Événements: Planification et organisation d'événements de petite et grande envergure
Contribuer à l'organisation de tous les événements clients de PIMCO.
Collaborer avec le service « Client Events » de PIMCO pour réserver les lieux et gérer les événements de moyenne envergure.
Gérer le processus d'invitation, recueillir les confirmations de présence (RSVP) et assurer un suivi régulier.
Gérer les menus, les besoins audiovisuels, la configuration des lieux, les cadeaux, etc.
Être présent(e) sur place pour veiller au bon déroulement de l'événement.
5. Couverture téléphonique / Service à la clientèle
Gérer les appels téléphoniques et répondre aux demandes
Rédiger la correspondance de suivi selon les besoins de chaque gestionnaire
Participer à des projets spéciaux
Assurer l’accueil et l'intégration des nouveaux employés et consultants
6. Gestion des données
Mettre à jour et tenir à jour des informations précises sur les clients, les contacts et les activités au sein de la plateforme CRM
Contribuer à la qualité des données en vérifiant la présence de doublons, d’enregistrements incomplets ou obsolètes et en signalant les problèmes si nécessaire
Aider à l'élaboration de rapports et à la préparation de listes pour les activités de vente, de marketing et de service à la clientèle en utilisant les données du CRM
Exigences du poste
Capacité avérée à incarner les valeurs de PIMCO : collaboration, ouverture, responsabilité et excellence.
1 à 2 ans d’expérience administrative préalable auprès de plusieurs cadres.
Connaissances de travail intermédiaires à avancées de MS Word, Excel et Outlook requises.
Excellentes compétences en communication écrite et orale, notamment une grande aisance au téléphone et une bonne maîtrise de la rédaction de courriels.
Capacité à s’adapter à des situations changeantes avec un préavis et des directives limités.
Diplôme d’études collégiales (ou équivalent) souhaité, mais non obligatoire.
Qualités personnelles : autonomie, capacité d’apprentissage rapide, polyvalence, sens aigu de l’organisation, souci du détail, orientation client, aptitude à résoudre des problèmes, rigueur dans le suivi des dossiers, sens des priorités, esprit d’équipe.
Maîtrise du français et de l’anglais requise. Une maîtrise professionnelle de l’anglais, tant à l’oral qu’à l’écrit, est requise en raison des communications opérationnelles quotidiennes avec des parties prenantes internes situées à l’extérieur du Québec, notamment des membres d’équipe en Ontario et aux États-Unis. Le poste comporte aussi des communications en anglais avec des clients situés à l’extérieur du Québec.
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.
Through changing markets & changing times, PIMCO has been a global leader in active fixed income for 50+ years.
Industry
Investment Management
Company size
1,001-5,000 employees
Founded
1971
Headquarters
Newport Beach, California
LinkedIn followers
497,316
PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world’s largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Terms and conditions: www.pimco.com/gbl/en/general/legal-pages/pimco-on-social-media
Offices: 650 Newport Center Drive, Newport Beach, California 92660, US · 1633 Broadway, New York, NY 10019, US · Seidlstrasse 24A, Munich, BY 80335, DE · 401 Congress Ave, Austin, Texas 78701, US · 11 Baker Street, London, England W1U 3AH, GB