Director of Claims Operations overseeing Accident Benefits to drive growth and customer service at Intact. Collaborating with executives and managing team resources for effective delivery.
About the role
- Sales Operations Co-Ordinator in charge of CRM data quality and sales team support. Ensures effective CRM governance and contributes to sales initiatives across various regions.
Responsibilities
- Works directly with and supports the sales teams to ensure high level of CRM data quality and drive overall CRM governance
- Supports the weekly forecast process in CRM
- Supports implementation and roll-out of new CRM features and modules including user testing
- Supports tactical implementation of sales initiatives and programs across the sales theatre including new tools, internal Spiff and Channel reward programs
- Supports training with CRM users within the sales areas
- Ensuring the integrity of the data held on CRM and business databases and ERPs
- Undertaking quality control, data migration and cleansing for the sales areas
- Providing support to the sales areas in all areas of CRM implementation and use
- Working with sales areas to improve the regional forecasting processes to ensure on time
- Track and identify "at risk" revenues, communicating regularly with sales areas to ensure that follow up activity is taking place
- Coordinating centralised sales, account and sales-activity reporting
- Undertakes training in business processes and CRM for new sales team employees
Requirements
- Excellent English & Spanish, Italian would be of added benefit
- Excellent written and verbal communication skills
- Ability to work autonomously and effectively manage time
- Advanced organisational skills
- Proficient in the use Microsoft Office programmes
- Problem solving skills
- Experience of working with Salesforce CRM (reporting, dashboards)
- Understanding of internal business systems and processes (SAP, Tableau)
Benefits
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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