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Confidential Company seeks a Mandatory Compliance Coordinator to manage client coordination and support upselling initiatives after company formation. You will prepare quotations, negotiate deals, and act as the liaison between clients and internal teams to ensure smooth service delivery.
The role emphasizes crisis management, transparent communication, and sustaining high client satisfaction while driving revenue growth across service categories.
Act as the primary point of contact for assigned clients after lead allocation Understand client requirements and coordinate with internal experts to propose suitable services Schedule and attend client meetings alongside subject matter experts Ensure effective communication between clients and internal departments such as Banking PRO Accounting Tax and Operations Manage client expectations related to timelines documentation and processes
Identify opportunities to cross-sell and upsell services based on client business needs Support experts in offering bundled services e g banking visa accounting tax Assist in finalizing scope pricing and service structure prior to quotation submission Maintain a client-centric approach while contributing to revenue growth
Create and manage deals in the CRM system prior to issuing quotations Prepare upload and maintain quotations under the correct company records Ensure required approvals are obtained from the Team Lead before sharing proposals with clients Maintain accurate client data and documentation to ensure smooth internal handovers
The Mandatory Compliance Coordinator is responsible for managing client coordination and supporting upselling initiatives in line with the organization’s enhanced sales standards. The role involves preparing quotations and commercial proposals, negotiating deals, and acting as the primary liaison between clients and internal departments.
Post-incorporation, the Mandatory Compliance Coordinator serves as the main point of contact for clients, ensuring effective crisis management, logical problem-solving, and a high level of transparency between internal teams and clients. The position requires maintaining strong connectivity with both clients and internal stakeholders to ensure smooth execution of services after company formation.
Additionally, the Mandatory Compliance Coordinator is expected to drive higher average revenue per service category while ensuring efficient service delivery and sustained client satisfaction.