16 meilleures offres (account coordinator, remote) (à pourvoir)

Delivery Coordinator
Conquest Planning —À domicile
- Temps plein
- Télétravail
- Service à la clientèle
- Salesforce
- Microsoft Office
Postuler rapidement
il y a 2 jours
Bookkeeper & Operations Coordinator
Daybreak Non-Profit Housing —Ottawa, ON
- De 55 000 $ à 62 000 $ par an
- Temps plein
- Travail hybride
- Bilingue
- Microsoft Excel
- Anglais
- Indemnité kilométrique
- Assurance Dentaire
Postuler rapidement
il y a 1 jour
Accounts Payable Coordinator (Maternity Leave Coverage)
Export Packers —Brampton, ON
- De 45 000 $ à 65 000 $ par an
- Temps plein
- Travail hybride
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Travail à domicile
- Programme d'Aide aux Employés
Postuler rapidement
6 h
Market Sales Coordinator
OPENLANE —Airdrie, AB
- Télétravail
- Vente
- Service à la clientèle
- Compétences en communication
- Assurance Invalidité
- Assurance Dentaire
Postuler rapidement
Guest Relations Coordinator
Muskoka Woods —Rosseau, ON
- De 35 000 $ à 39 000 $ par an
- Fins de semaine au besoin
- Microsoft Excel
- Service à la clientèle
- Bases de données
Events Manager
Moby —Calgary, AB
- Fins de semaine au besoin
- Travail hybride
- Vente
- Marketing
- Gestion de projet
- Programmes de Bien-être
- Assurance Invalidité
Postuler rapidement
Finance and Administration Coordinator
Developing World Connections —Kamloops, BC
- De 21 $ à 23 $ de l’heure
- Temps plein
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Assurance Dentaire
- Congés payés
Postuler rapidement
il y a 9 jours
Bilingual Account Manager - Eastern Canada
Batory Foods —Montréal, QC
- 95 000 $ par an
- Temps plein
- Télétravail
- Bilingue
- Microsoft Excel
- Vente
Postuler rapidement
Sales Development Representative
Dash Social —Halifax, NS
- Temps plein
- Sens de l'organisation
- Programmes de Bien-être
- Assurance Dentaire
Volunteer Opportunities - Marketing Team
Love & Help Heal —À domicile
- Télétravail
- Compétences rédactionnelles
- Recherche
- En présentiel
Postuler rapidement
Territory Manager - Saskatchewan
Align Technology Canada —À domicile
- Temps plein
- Télétravail
- Bilingue
- Logiciels de GRC/CRM
- Vente
Postuler rapidement
Bookkeeper
Glessing Gaskets —Lower Mainland, BC
- 25 $ de l’heure
- Temps partiel
- Télétravail
- QuickBooks
- Compétences en communication
- Heures d'arrivée et de départ flexibles
Postuler rapidement
il y a 2 jours
Coordinator, Housing & Delegate Services
MCI Group —Vancouver, BC
- À partir de 50 000 $ par an
- Télétravail
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Assurance Dentaire
il y a 1 jour
3PL Inventory Control Coordinator
OK Tire Stores Inc. —Surrey, BC
- De 50 000 $ à 60 000 $ par an
- Temps plein
- Bilingue
- Microsoft Excel
- Systèmes PGI
- Programmes de Bien-être
- Assurance Invalidité
Postuler rapidement
il y a 2 jours
Campaigns Manager
British Columbia Civil Liberties Association —Vancouver, BC
- 76 137 $ par an
- Embauche urgente
- Travail hybride
- Bases de données
- Esprit d'analyse
- Gestion de projet
- Jours fériés payés
- Assurance Invalidité
Postuler rapidement
10 h
Gestionnaire principale, campagnes intégrées et performance marketing / Senior Manager, Integrated Campaigns & Performance Marketing
Vention —Montréal, QC
- Travail hybride
- Expérience en gestion
- Salesforce
- Anglais
- Travail à domicile
il y a 2 jours

More jobs to discover

Find similar jobs that you might be interested in.

Bookkeeper & Operations Coordinator
Daybreak Non-Profit Housing —Ottawa, ON
Daybreak Housing is a community-based non-profit organization providing safe, affordable, and supportive housing to individuals who have experienced…
De 55 000 $ à 62 000 $ par an
Postuler rapidement
il y a 1 jour
Bookkeeper
Glessing Gaskets —Lower Mainland, BC
Maintain organized digital filing systems. Reconcile *bank and credit card statements*. Follow up on *outstanding payments*. Hourly rate based on experience.
25 $ de l’heure
Postuler rapidement
il y a 2 jours

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Account Supervisor, XM
Influence Marketing —Mississauga, ON
Oversee program execution, including pre-event planning, staffing, logistics, and post-event reporting. Analyze performance data and develop comprehensive post-…
De 80 000 $ à 100 000 $ par an
Postuler rapidement
il y a 8 jours
Customer Account Coordinator
XTL Transport, Logistics, Distribution —Brampton, ON
Data entry for transaction creation (receiving/shipping). Maintain a positive relationship with customers. Follow up with customers on a regular basis.
Postuler rapidement

Show more jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : account coordinator (remote)

En vous connectant à votre compte, vous acceptez les conditions d'utilisation, la politique relative aux fichiers témoins et la politique de confidentialité de Workopolis.

Delivery Coordinator

Conquest Planning
À domicile

Postuler rapidement

Détails du poste

Temps plein
Il y a 2 jours

Compétences

Service à la clientèle
Salesforce
Microsoft Office
Gestion de projet
Capacités de présentation
Services financiers
Gestion des comptes
Compétences en communication
Marketing

Description complète du poste

Conquest Planning is a leading financial planning software company with a purpose-driven approach to delivering financial advice. Established in 2018, Conquest Planning was founded by a team of financial technology veterans whose track record of success spans over 30 years in the financial planning software space. The company’s mission is to ensure that everyone has access to great financial advice, transforming the financial planning landscape and improving outcomes for all clients. Users of Conquest Planning leverage its intuitively designed product, simple onboarding process, and data-driven artificial intelligence to accelerate the delivery of beautifully designed, hyper-personalized financial plans. We are based out of Winnipeg, Manitoba and have team members located across Canada, the United States, and United Kingdom.

We are seeking a Delivery Coordinator to join our dynamic team!

The Delivery Coordinator is responsible for supporting the onboarding of new Conquest customers with a focus on delivering best-in-class quality customer service. As a detailed-oriented individual, the Delivery Coordinator supports the efficient implementation of the Conquest Planning tool with a focus on quality, which includes onboarding configurations and initial and ongoing user management. The Delivery Coordinator works with external customers and internal teams to deliver support to our end-users; in addition, the Delivery Coordinator may contribute to various internal projects.

This is a remote / work from home opportunity.

Duties of the role include:

Best-in-class customer service
- Provide timely support to users to address onboarding needs and/or user management issues (ticket follow-up and management of multiple tasks)
- Provide quality support that addresses user questions and/or issues by actively using concise and clear communication skills
Tactical prowess
- Monitor daily inbound requests for support in the Salesforce User and Brand Management queues
- Learn and understand the use of internal systems to document support requests and responses
  - Entering accurate data in Salesforce
- Carry out various tasks as assigned, in support of the Delivery and Account Management teams
Implementation management
- Assist customers with brand updates, such as logos, colours, etc., and user management updates
- Support customers with password resets and build of organizational structures and team constructs
Avid learner and adaptable to change
- Adapt to a fast-paced environment with ability to be agile and work on multiple items
- Manage and prioritize multiple requests and competing deadlines
Communication / presentation skills
- Proactive initiation on all follow-up items
  - Proactively communicate with internal and external stakeholders when issues arise
- Prepare documents, presentations and spreadsheets involving business and technical terminology pertaining to matters of a highly important and confidential nature for customers
Relationship management
- Build customer good will and relationships through accurate entry of information, timely responses to requests, and effective presentations that reflect user requests and requirements
Collaboration and teamwork
- Work with internal teams to ensure onboarding tasks are completed promptly, accurately, and in the right sequence with high quality
- Active member of the delivery team with a focus on several identified clients to support all ticket triage/response efforts
Financial Planning industry knowledge
- Initiate ongoing learning efforts to stay abreast with Conquest functionality
- Familiarity with general financial planning concepts
- Keeping up to date with the overall economic and financial environment, current events, market conditions, trends, and changes to legislation

Qualifications required:

2 - 4 years of customer service or account management experience in financial services or a software company.
Proven track record of success in a customer facing role.
Experience with Salesforce and proficient in MS Office Suite
Exceptional communication skills (oral, written and presentation skills)
High level of organizational ability, accuracy and attention to detail
Experience building and maintaining relationships, while working to drive engagement.
Empathetic, positive attitude with a desire to help our customers reach their goals.
Passion for technology and for being a part of a fast-growing company.
Experience working with cross-functional teams (e.g. Sales, Product, Marketing, Services)
Experience working with, and managing, stakeholders and customers.
Flexible approach, able to operate effectively with uncertainty and change.
Driven, self-motivated, enthusiastic, and collaborative team player.
Natural curiosity towards learning and broadening personal knowledge base
Quick learner
Familiarity with project management/coordination best practices and agile methodologies an asset

What to expect:

An inclusive culture comprised of extremely talented individuals.
A leadership team with a proven track record of success.
The opportunity to join a company as it expands across the globe.
Competitive compensation and generous benefits.

Next steps:

If this exciting opportunity is of interest to you, please include a copy of your resume and apply via Bamboo by July 31, 2026.

We thank all applicants for their interest. Only those invited for an interview will be contacted.

Conquest Planning Inc. is an equal opportunity employer. Our inclusive work environment welcomes diversity and supports accessibility. If you require accommodation at any time during the recruitment process, please contact [email protected].

Postuler rapidement

Affinez votre recherche

account coordinator emplois - remote

Delivery Coordinator

Bookkeeper & Operations Coordinator

Accounts Payable Coordinator (Maternity Leave Coverage)

Market Sales Coordinator

Guest Relations Coordinator

Events Manager

Finance and Administration Coordinator

Bilingual Account Manager - Eastern Canada

Sales Development Representative

Volunteer Opportunities - Marketing Team

Territory Manager - Saskatchewan

Bookkeeper

Coordinator, Housing & Delegate Services

3PL Inventory Control Coordinator

Campaigns Manager

Gestionnaire principale, campagnes intégrées et performance marketing / Senior Manager, Integrated Campaigns & Performance Marketing

More jobs to discover

Explore jobs in cities nearby

Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : account coordinator (remote)

Outils pour les chercheurs d'emploi

Outils Employeurs

Parcourir

Garder le contact