B2B Business Development Supervisor - Financing

Our Clients; Philippines; Hybrid; PHP 480,000 - 720,000; Full time

Job summary

Our Clients in Makati is seeking a Key Accounts Supervisor to lead SME business loan sales, drive channel performance, and ensure strict KYC/AML compliance. You will coach a small team, manage agency partners, and coordinate with Marketing for lead generation and campaigns.

The role emphasizes client service, pipeline forecasting, and day-to-day operations across hybrid work arrangements with a Monday–Friday dayshift schedule. Bachelor’s degree plus 3–5 years in B2B sales is required.

Qualifications

• Bachelor’s degree in Business Administration, Marketing, Communications, or a related field.
• 3–5 years of proven experience in B2B account management, customer success, or corporate sales, with a track record of meeting or exceeding sales targets.
• Minimum of 1–2 years of supervisory, team lead, or senior mentoring experience.
• Strong leadership, coaching, and people management skills, paired with excellent communication, analytical, and problem-solving abilities.

Responsibilities

• Sales Execution & Channel Management: Execute the end-to-end sales cycle for SME business loans—from lead generation, pitching, and structuring to deal closure—while managing non-organic sales distribution channels and business loan provider relationships.
• Marketing & Lead Generation: Partner with the Marketing team to develop targeted social media campaigns, promotional materials, digital initiatives, and on-ground experiential activations to drive product awareness and pipeline growth.
• Loan Processing & Risk Compliance: Facilitate accurate end-to-end loan documentation and routing for final approval while strictly enforcing compliance, audit, Know-Your-Customer (KYC), and Anti-Money Laundering (AML) standards.
• Sales Management & Reporting: Monitor sales pipeline conversions, evaluate distribution channel performance against volume targets, conduct regular business reviews, and deliver weekly and monthly sales forecasts.
• Leadership & Client Service: Manage daily operations for key accounts associates and agency partners, provide continuous coaching on loan requirements, and ensure high-quality customer service is delivered to all clients and borrowers.

Skills

Leadership

Coaching

People management

Communication

Analytical

Problem-solving

Education

Bachelor’s degree in Business Administration, Marketing, Communications, or related field

Job description

Key Accounts Supervisor
Makati |Hybrid |Monday - Friday | Dayshift
Key Responsibilities

• Sales Execution & Channel Management: Execute the end-to-end sales cycle for SME business loans—from lead generation, pitching, and structuring to deal closure—while managing non-organic sales distribution channels and business loan provider relationships.
• Marketing & Lead Generation: Partner with the Marketing team to develop targeted social media campaigns, promotional materials, digital initiatives, and on-ground experiential activations to drive product awareness and pipeline growth.
• Loan Processing & Risk Compliance: Facilitate accurate end-to-end loan documentation and routing for final approval while strictly enforcing compliance, audit, Know-Your-Customer (KYC), and Anti-Money Laundering (AML) standards.
• Sales Management & Reporting: Monitor sales pipeline conversions, evaluate distribution channel performance against volume targets, conduct regular business reviews, and deliver weekly and monthly sales forecasts.
• Leadership & Client Service: Manage daily operations for key accounts associates and agency partners, provide continuous coaching on loan requirements, and ensure high-quality customer service is delivered to all clients and borrowers.

Qualifications

• Education: Bachelor’s degree in Business Administration, Marketing, Communications, or a related field.
• Experience: 3–5 years of proven experience in B2B account management, customer success, or corporate sales, with a track record of meeting or exceeding sales targets.
• Leadership: Minimum of 1–2 years of experience in a supervisory, team lead, or senior mentoring role.
• Skills & Attributes: Strong leadership, coaching, and people management skills, paired with excellent communication, analytical, and problem-solving abilities.