Netwealth
FinTech
SalesSupportCoordinator
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Sales Support Coordinator at Netwealth. Skills: Sales support, Coordination, Operations, Data insights. Support Sales leaders by coordinating meetings. Coordinate agendas”
Industry & Context.
Solutions-focused mindset
What They're Looking For.
Must Have
Experience in coordination, operations or sales support role, Organisational skills and attention to detail, Ability to manage competing priorities, Confident stakeholder management, Ability to work across multiple teams, Experience using CRM systems, Solid Excel skills, Ability to turn data into meaningful insights, Proactive, solutions-focused mindset, Ability to work autonomously
Nice to Have
Dynamics CRM experience, Financial Services experience
What You'll Do.
Support Sales leaders by coordinating meetings
Coordinate follow-ups
Support training logistics
Support team coordination
Maintain CRM data quality
Improve CRM data quality
Drive better reporting
Drive better insights
Analyse activity data
Identify opportunities
Feed insights back into business
Identify opportunities to streamline processes
Improve how Sales function operates
How You'll Work.
Team & Collaboration
Work with key stakeholders; Work across multiple teams; Sales and Marketing teams
Process & Methodology
Coordination
Full Job Description
About Netwealth Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses. Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact. But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful. If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth. The Opportunity: As our sales team continues to grow, we've created a new role Sales Support Coordinator to help keep everything running smoothly behind the scenes. You’ll be the person making things happen. Coordinating activity, bringing structure to moving parts, and making sure our Sales teams can focus on what they do best. The role is a mix of coordination, operations, and insight. One day you might be pulling together sales meeting agendas or supporting onboarding, the next you’re coordinating a large-scale event or digging into CRM data to spot trends and opportunities. You’ll work closely with key stakeholders across our Sales and Marketing teams, and play a key role in making sure everything runs seamlessly. What you’ll do: - Support Sales leaders by coordinating meetings, agendas, materials and follow-ups - Work with stakeholders to plan and deliver events, from partner briefings through to major conferences and roadshows - Keep the engine room running: supporting onboarding,
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