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Sales Support Coordinator

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Manulife

Dec 19, 2024

  • Job
    Full-time
    Mid Level
  • Sales & Business Development
    Marketing
  • Quezon City
  • Quick Apply

AI generated summary

  • You must have strong Microsoft Office skills, fast learning ability, strong organizational and problem-solving skills, adaptability to change, and HTML coding knowledge. English fluency is essential.
  • You will create marketing templates, manage campaigns in Salesforce, run reports, analyze ROI, update advisor info, assign unassigned advisors, and assist with expense tracking and submissions.

Requirements

  • Strong skills in Microsoft Office products (Excel, Word, Outlook, Powerpoint) and Power BI, Salesforce Marketing Cloud and DSS
  • Fast learner and self-starter, with ability to take initiative to work proactively
  • Ability to learn new technologies quickly and become a subject matter expert for sales team members
  • Strong organizational, time management and priority setting skills in order to meet tight deadlines
  • Strong problem-solving and analytical skills; ability to investigate problems without supervision
  • Demonstrated ability to multi-task, show initiative, and anticipate needs in a proactive manner
  • Ability to balance multiple priorities while maintaining a high degree of accuracy and attention to detail
  • Flexible and adaptable when dealing with change, including changing priorities and tight deadlines
  • HTML coding to edit existing templates is an asset
  • English fluency is required to communicate with the Canadian team

Responsibilities

  • Create marketing cloud templates for both sales teams in a timely manner, ensuing any embedded links operate properly
  • Create marketing cloud eBlasts using data extensions in the Insurance and Guaranteed Investments marketing cloud
  • Create leads in Salesforce to track opportunities for certain teams
  • Create sales campaigns in Salesforce and track successful activity
  • Run scheduled and ad hoc reporting from Salesforce and PowerBI, including more complex ad hoc firm reporting
  • Facilitate the creation of sales campaigns in SmartList and track successful activity
  • Run insights and analysis on the return on investment activities for select campaigns in Power BI, Salesforce and potentially Seismic
  • Perform several self-serve updates on Salesforce, including advisor address updates and approved territory changes.
  • Populate advisor information via excel to identify leads and call-out opportunities from various campaigns (will involve VLOOKUPs and manual look ups on DSS)
  • Ensure unassigned advisors are assigned to the appropriate wholesalers in Salesforce
  • May need to facilitate the ordering of certain marketing material requests
  • Manage the submission of several CE credits (when requested) to support the volume of the Regional Coordinators and Business Development Associates
  • Assist the team in tagging certain expenses, to ensure they align with the expense code in Concur (examples: travel and entertainment, advisor spend) to ensure corporate expense and travel guidelines are being followed
  • Review and edit the “yet to be assigned” report regularly and work with the Regional Coordinators and Business Development Associates to fix it accordingly
  • May need to track expenses against budget and flag any expenses approaching budget or any instances where submissions have exceeded corporate guidelines.

FAQs

What is the primary role of the Sales Support Coordinator?

The primary role of the Sales Support Coordinator is to provide comprehensive support to the marketing and sales teams, including reporting, campaign management, and budget tracking.

What tools and software should I be proficient in for this position?

Strong skills in Microsoft Office products (Excel, Word, Outlook, PowerPoint), Power BI, Salesforce Marketing Cloud, and DSS are needed for this position.

What are the key responsibilities related to marketing and sales reporting?

Key responsibilities include creating marketing templates, eBlasts, sales campaigns in Salesforce, running scheduled and ad hoc reports, and performing analysis on campaign return on investment.

Is experience with HTML coding necessary for this role?

HTML coding is considered an asset but is not explicitly required for the role.

What skills are essential for success in this position?

Essential skills include strong organizational and time management abilities, problem-solving skills, the ability to multi-task, high attention to detail, and flexibility in dealing with change.

How will CE credits be managed in this role?

The Sales Support Coordinator will manage the submission of CE credits to support the volume of the Regional Coordinators and Business Development Associates.

What is the company's stance on diversity and inclusion?

Manulife/John Hancock embraces diversity and is committed to fair recruitment, retention, and advancement without discrimination based on various factors.

How will work be structured in terms of location?

The working arrangement for this position is hybrid, allowing a combination of remote and in-office work.

Who can I contact for reasonable accommodation requests during the application process?

You can contact recruitment@manulife.com for any reasonable accommodation requests during the application process.

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Manulife

Finance
Industry
10,001+
Employees

Mission & Purpose

Manulife is a leading international financial services group that helps people make their decisions easier and lives better. With our global headquarters in Toronto, we operate as Manulife across our offices in Canada, Asia, and Europe, and primarily as John Hancock in the United States. We have more than 40,000 employees, over 116,000 agents serving ~34 million customers worldwide, and over $1.3 trillion in assets under management and administration.