Team Lead Sales Support - Burnaby, Canada - TFG Financial Corporation

Sophia Lee

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Sophia Lee

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Description

JOB PURPOSE

RESPONSIBILITIES

  • Ensure accuracy of Sales Support Representative's work by performing quality assurance
  • Management of Sales Support Representative's KPI's and metrics
  • Prepare team member working schedules
  • Respond to and resolve escalated customer issues
  • Facilitate the creation and collection of customers' documents from submission to funding.
  • Using a high level of organization to keep and maintain all records and documents.
  • Facilitate the audit and funding of customer transactions.
  • Assist in the preparation of funding and reporting packages by gathering required information and ensuring accuracy.
  • Update CRM with new prospects, change of status, contact information and notes or activities.
  • Escalate problems or situations to the appropriate manager for resolution.

QUALIFICATIONS

  • Strong integrity, professionalism and work ethic without sacrificing your ability to have fun on the job
  • You are detail oriented and able to identify errors
  • Effective communication, organization and interpersonal skills
  • Ability to work in a fastpaced environment
  • You thrive in an environment that involves multitasking and changing priorities
  • Ability to work both in a team and independently with mínimal supervision
  • Intermediate skills with Microsoft Excel, Word, Outlook and PowerPoint
  • 5+ years of relevant experience
  • Postsecondary diploma or bachelor's degree is an asset

THE BENEFITS

  • Option to work in office, hybrid, or remote
  • Reimbursement of specific workfromhome expenses
  • Comprehensive medical and dental benefits
  • Committed to supporting team members' health and wellness
  • Office is centrally located in Burnaby, BC, with the ability to work remotely from anywhere across Canada
  • Leaders who support your development
  • Ability to make a difference and lasting impact
  • Opportunity to take on progressively greater accountabilities
  • Cross training opportunities within other departments

THE COMPANY


TFG Financial Corporation, as part of the Travelers Financial Group of Companies, is one of the largest independent commercial equipment finance companies in Canada.

Our mission and purpose is to be our customer's first choice by making equipment financing easy while providing a wide range financing solutions.

Together, through our core principles, we help our partners to achieve what's important in their business.

TFG's culture is results, recognition and rewards based, with a focus on achieving results in a high performing team environment.

TFG is an equal opportunity employer and believes in providing an inclusive workplace where all team members have an opportunity to succeed.


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