Account Coordinator

MicroSourcing; Quezon City; On-site; PHP 446,400 - 669,600; Full time

Job summary

MicroSourcing in the Philippines is seeking a Sales Account Coordinator to be the friendly voice homeowners hear when they inquire about our products or check on their applications. You will make 300+ outbound calls daily to warm leads, respond promptly to inquiries across calls, chats, texts, and other channels, and clearly explain Point’s products, processes, and pricing.

You’ll collaborate with teammates to create workflows, SOPs, and training materials, and help onboard new hires during

Qualifications

• Bachelor’s degree in business or related field is required.
• 2+ years of customer service experience in financial services.
• Strong written and verbal communication skills.
• Proficiency with Google Suite, Slack, and Salesforce.

Responsibilities

• Make 300+ outbound calls daily to warm leads and schedule calls for homeowners to connect with Account Management.
• Respond promptly to inbound calls, chats, texts, and other inquiries from customers.
• Explain Point’s products, application processes, and pricing clearly to homeowners.
• Address questions, concerns, and updates on applications and underwriting requests.
• Collaborate with team to create workflows, SOPs, and training materials to enhance efficiency.
• Assist in onboarding new hires during shadowing sessions.
• Maintain accurate records for team dashboards and QA backup.

Skills

Customer service

Communication

Proactive

Education

Bachelor's degree in business or related field

Tools

Google Suite

Slack

Salesforce

Job description

About

As a Sales Account Coordinator, you'll be the friendly voice homeowners hear when they inquire about our products or check on their applications. Your role is crucial in creating a positive first impression at Point.

• Engage with Prospects: Make 300+ outbound calls daily to warm leads and schedule calls for interested homeowners to connect with Account Management.
• Field Inquiries: Respond promptly to inbound calls, chats, texts, and other communications from customers.
• Educate Homeowners: Clearly explain Point’s products, application processes, and pricing to prospective clients.
• Support Customers: Address questions, concerns, and feedback while providing updates on application statuses and underwriting requests.
• Collaborate: Work with other team members to create workflows, SOPs, and training materials to enhance efficiency.
• Facilitate Training: Help onboard new hires by being a point of contact during shadowing sessions.
• Data Management: Maintain accurate records for team dashboards and audit Account Manager calls as a QA backup.

Who You Are

• Communicative: You effectively convey Point’s mission and products with professionalism and clarity.
• Creative Thinker: You approach challenges with innovative solutions, even when there isn’t a clear playbook.
• Empathetic: You understand homeowners’ perspectives and take pride in delivering memorable experiences.
• Self-Starter: You proactively manage your workload and thrive in dynamic environments.
• Adaptable: You quickly grasp new processes and enjoy contributing to business growth through new initiatives.
• Team Player: You maintain high-quality work standards in a fast-paced environment, bringing energy and positivity to your team.

Required

• 2+ years of customer service experience in financial services
• Bachelor’s degree in business or a related field
• Strong written and verbal communication skills
• Proficiency in Google Suite, Slack, and Salesforce

Preferred Skills

• Experience working in a call center
• Proven success in a customer-facing role
• Familiarity with mortgage or HELOC products