Job Specifications
Title: Coordinator, Customer Engagement & Sales Operations
Location: Hybrid in Richmond Hill, Ontario
Company Overview:
Join us at Connex, a leading technology solutions provider with 600+ professionals across 14 offices in North America. We deliver cutting-edge technology solutions to the Financial Services industry, spanning licensing, professional services, managed services, and cloud hyperscaler integrations. At Connex, our people are the differentiator. We are committed to integrity, accountability, and excellence, and our teams are collaborative, energetic, and customer-focused.
Position Overview:
We are seeking an initiative-taking, early-career customer-facing professional to join our Enterprise Sales Team. This role blends Sales Coordination and Junior Customer Success responsibilities, supporting our most strategic enterprise relationships within the Financial Services sector.
You will act as a key partner to senior sales leaders, helping manage customer engagement activities, administrative execution, and smaller-scale project oversight. This is an ideal opportunity for someone early in their career (approximately 2+ years of experience) who is highly organized, motivated, detail-oriented, and eager to grow within a high-performing, energetic sales environment.
While technology experience is preferred, deep domain expertise in Contact Center or CCaaS solutions is not mandatory. Cultural alignment, strong communication skills, and a customer-first mindset are critical to success in this role.
Key Responsibilities:
• Customer Engagement & Relationship Support (35%)
Build and maintain strong relationships with enterprise customers.
Understand client business objectives and align them with Connex solutions and services.
Serve as a customer advocate, coordinating internally to help expedite issue resolution.
Support and help facilitate Monthly Business Reviews (MBRs) and Quarterly Business Reviews (QBRs), covering service performance, project updates, and improvement plans.
Provide ongoing oversight of smaller engagements to ensure scope and timelines are met.
• Sales Coordination & Administrative Execution (35%)
Support the Enterprise Sales team with administrative tasks they cannot execute due to client-facing demands.
Prepare sales documents, proposals, presentations, and other client-facing materials.
Maintain accurate CRM records and ensure timely updates of opportunities and activities.
Assist with purchase orders, quotations, invoicing coordination, and documentation management.
Organize and manage sales artifacts and documentation across engagements.
• Cross-Functional Collaboration (15%)
Liaise with internal departments (Delivery, Finance, Operations, etc.) to ensure timely follow-up on client-related matters.
Ensure alignment between sales activities and broader company objectives.
Support smooth handoffs between Sales and Delivery teams.
• Reporting & Performance Tracking (15%)
Create and maintain sales dashboards and reports to track pipeline health and performance metrics.
Identify areas for improvement in sales processes and customer engagement workflows.
Provide insights that help drive retention and growth within enterprise accounts.
Mandatory Skills:
• 2+ years of experience in sales coordination, customer engagement, project coordination, or similar client-facing support role.
• Strong organizational and multitasking abilities with exceptional attention to detail.
• Advanced proficiency in Microsoft Excel and PowerPoint.
• Experience working with CRM systems (e.g., Salesforce or similar).
• Excellent verbal and written communication skills with the ability to present clearly and professionally.
• Strong customer service mindset and ability to build cross-functional relationships.
• Motivated, energetic, and comfortable working in a fast-paced sales team environment.
Desirable Skills:
• Experience within Financial Services or enterprise technology environments.
• Exposure to SaaS, cloud technologies, or customer success functions.
• Experience supporting sales leaders in enterprise account environments.
• Business, marketing, or related post-secondary education.
Why Connex?
• Join a high-performing, energetic Enterprise Sales team where people are the true differentiator.
• Work alongside collaborative, driven professionals in a supportive and chill culture.
• Gain hands-on exposure to strategic enterprise clients in the Financial Services sector.
• Grow your career in technology and customer engagement within a respected, expanding organization.
• Hybrid work model in the Greater Toronto Area offering flexibility and balance.
Are you motivated, customer-focused, and ready to build your career within a dynamic enterprise sales team? Apply now to join Connex.
About the Company
Connex, founded in 1996, is a part of the Malar Group of Companies and has evolved into a leading edge systems integrator. Partnered with the world's leading manufacturers and software companies, we specialize in the business of providing network communications solutions including the design, installation, integration, maintenance and management for wired and wireless networks. Over the last 25 years, our success stemmed from continuously adding best of breed multi-channel technologies through acquisitions such as Dyna Lync,...
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