UnionWare, part of Togetherwork, develops software specifically for unions.  Their technologies and tools are intuitive and allows their customers to gain insight and deeper knowledge of their membership. UnionWare has three things: an integrated set of union specific software modules, an experienced team of people with a deep understanding of unions and their needs, and a proven approach for how to continually elevate these organizations at every stage of growth. They’ve been around since the early nineties and work with unions of all types and sizes across Canada, the United States, and Australia.

We are a diverse group of amazing individuals, and we'd love to have you come and join us.

We believe that the best candidates are those that can learn quickly, and are compassionate and productive, regardless of their experience. In exchange, we'll provide you with an environment where you are included, valued, and empowered, so you can do amazing things.

JOB SUMMARY

  • The Account Coordinator is responsible for processing paid services requests and facilitating demonstrations of upsell modules.

KEY ACCOUNTABILITIES/RESPONSIBILITIES

  • Monitor accounts@unionware.com mailbox for incoming requests.
  • Qualify incoming paid services request from customers (mostly delivered by UnionCare and Accounts email box, but some coming from other sources).
  • Evaluate, categorize, and apply consistent naming convention to incoming request.

 If a simple task:

  • Entering request into SalesForce.
  • Determine pre-requisite items and information required to generate a quote.
  • Qualify request with customer, verifying timeline for delivery, urgency and budget while also collecting pre-requisite items and information not included in the original request.
  • Where necessary, schedule request with review committee to determine most appropriate solution for estimating.
  • Estimate development require to complete request and apply formulas to determine BA, QA and project management time.
  • Formulate a “not to exceed” quote within SalesForce and sending to customer for approval.

 If project:

  • Perform same steps as task + defining requirements for project. Present requirements to review committee to confirm approach and help with estimating.

If Module:

  • Perform steps for task/project following customer demonstration of module.
  • Enter, track, and update all customer paid services request interactions within SalesForce and CRUW.
  • Follow-up, negotiate and get approval on outstanding quotes.
  • Facilitate handoff with Professional Services team for project deliverables.
  • Re-engage with customers to address extending timelines, expanded scope and other factors that could increase the time estimate of a task or project.
  • Organize materials provided by client
  • Conduct product demos to existing clients and supports, where appropriate, demos for prospective clients. Create follow up tasks from each demo.
  • Identify and catalog different types of requests to help define the Product Catalog
  • Become a subject matter expert on UnionWare
  • Evaluate and improve, where appropriate, the Inside Sales process
  • Other related duties as assigned

QUALIFICATIONS

  • 3+ years of experience in sales support, as an inside sale rep or account coordinator for enterprise software
  • 3+ years of experience and knowledge working with either installed or web-based software
  • Completion of post-secondary education in Business Administration, project management or an equivalent of work experience preferred

 

SKILLS

  • Proven experience with high level planning, problem solving and analysis
  • Strong communication skills, energetic, ability to draw out the needs and requirements of clients and identify blockers.
  • Not afraid to call clients, request timelines and follow up regularly
  • A natural curiosity and desire to understand “why” things are the way they are
  • Quick learner that can be put into new situations and quickly become a domain expert
  • Analytical skills along with being able to conceptualize, design and document new features and business requirements
  • Excellent client service and communication skills
  • Must possess sound decision-making and organizational skills
  • High work standards-work ethic, task completion, consistency, follow up, accuracy/attention to detail, time management
  • Personal management skills-accountability, self-management, adaptability, creativity, initiative, implementation skills, and problem solving
  • Self-sufficient – not waiting for someone to tell you what to do next

The Company offers a comprehensive employee benefits program, including:

  • Personal training plans and professional development opportunities
  • Flexible work hours
  • Focus on work/life balance
  • A modern, creative and open concept office
  • Team building events monthly
  • Innovative culture, including hack weeks for everyone
  • Basic Life Insurance for employee and dependants
  • Standard Group Medical & Dental Benefits
  • lAD&D/STD/LTD
  • Extended Health coverage
  • Family Responsibility Leave
  • GRSP with 50% company match (to annual limit)
  • 15 vacation days annually
  • Profit Sharing
  • Much more

 

Inclusion and Diversity: Togetherwork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. Togetherwork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws. 

 

Togetherwork is a family of entrepreneurial businesses providing online dashboard solutions (SaaS) to groups and organizations for management, administration, and payments. Its purpose is to help these businesses grow, become more efficient, increase revenue, and provide excellent service to their members and constituents.

Togetherwork’s business lines provide software and payment solutions to a range of groups, including associations, fraternal organizations, museums, nature centers, pet services, universities, and zoos.

At Togetherwork, we are building the leader in Group Management Software and Payments by bringing together companies that connect people with the institutions most important to them. Our group of innovative companies are best-in-class in their respective verticals with strong management teams and commitment to customer service. When you start here, you will find yourself in an environment that is exciting, motivating, challenging, and fun. 

 

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