Sales CRM Coordinator (Dynamics365)
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Responsibilities
- You'll contribute to our growth strategy by:
- Owning CRM excellence (Dynamics 365)
- Acting as the SME for CRM , maintaining data quality, optimising usage, and supporting the team with insights, reporting, and best practice.
- Driving sales enablement
- Supporting the creation and coordination of business development, strategic partnership, and go-to-market (GTM) content , ensuring alignment with key priorities and messaging.
- Creating compelling sales content
- Developing and maintaining high-quality sales collateral, presentations, and product documentation to support client conversations and growth opportunities.
- Enabling team capability uplift
- Coordinating training, knowledge-sharing, and product insights sessions to uplift capability across the Strategic Growth team.
- Enhancing content accessibility & innovation
- Supporting initiatives to improve how content is accessed, including AI-enabled tools for RFPs and due diligence processes.
- Managing tools and platforms
- Overseeing key platforms (CRM, Teams and others), ensuring they are efficient, user-friendly, and fit-for-purpose.
- Delivering events and engagement
- Organising and coordinating events, workshops, and webinars, ensuring seamless execution and strong engagement.
- Tracking performance and insights
- Supporting reporting and dashboards, analysing feedback and metrics to continuously improve effectiveness and impact.
- Ensuring operational and compliance excellence
- Acting as a Line 1 control , identifying and managing risks while ensuring all activities align with internal policies and regulatory requirements.
Requirements
- You're a highly organised and proactive professional with a strong foundation in sales operations or coordination, and a passion for enabling high-performing teams.
- Core Experience & Skills:
- 5+ years' experience in a sales operations, sales support, or administrative role
- Hands-on experience working with CRM platforms (experience with Dynamics 365 highly regarded)
- Familiarity with sales reporting and analytics tools such as Excel, Power BI, or Tableau
- Solid understanding of sales processes, pipelines, and performance metrics
- Proven experience working in a fast-paced, cross-functional environment
- Technical Capability:
- Strong proficiency across the Microsoft Office suite , particularly Excel and PowerPoint
- Comfortable working with systems, tools, and data to drive insights and efficiency
- Desirable :
- Understanding of the payment industry - Issuing & Acquiring (highly regarded)
- Knowledge of sales methodologies (e.g. MEDDICC, Challenger, etc.)
- Basic understanding of financial principles related to sales performance
- What Sets You Apart:
- Strong written and verbal communication skills, with the ability to translate information into clear, engaging content
- A collaborative mindset and ability to work effectively across teams and stakeholders
- An analytical approach, with confidence interpreting data and deriving insights
- Excellent organisational skills with the ability to manage multiple priorities and meet deadlines
- A proactive, solutions-focused attitude, with a drive to identify and resolve operational challenges
- Why Cuscal?
- At Cuscal, you'll find a strong, successful company that's reimagining the future. And our team is right there at the heart of it all.
- Here, you'll deliver or support interesting, ground-breaking work that has real impact - on Australia's financial services sector and the millions of customers it serves.
- You'll innovate alongside skilled, smart, connected teams.
- And you'll build an impressive, fulfilling career that continues to grow.
- You'll also enjoy a range of benefits, including:
- Recognition and growth: Celebrate achievements through IGNITE and grow with tailored development opportunities.
- Wellbeing focus: Access initiatives supporting physical, mental, and financial health, plus discounts via 'Cuscal Advantage.'
- Diversity and inclusion: Join a workplace that values different perspectives and flexible work arrangements.
- Join us and reimagine the future
- Ready to make an impact? Click APPLY to join Cuscal today.
- If you're excited about this opportunity, we'd love to explore how you can contribute to our vision for the future. Scree
Benefits
Additional Information
We're looking for a proactive and detail-driven Sales CRM Coordinator to join our Client, Growth & Strategy division and play a key role in enabling our strategic growth agenda. If you enjoy working at the intersection of sales enablement, content creation, and CRM optimisation, this is a fantastic opportunity to make a real impact in a fast-paced, collaborative environment. Your Opportunity In this role, you'll be at the heart of our Strategic Growth team , supporting the delivery of high-impact initiatives that drive business development and strengthen strategic partnerships. You'll bring structure, creativity, and coordination to the way we develop and deliver sales content, while acting as the go-to expert for CRM (Microsoft Dynamics 365).
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