Business Performance Programs Coordinator (AU Mortgage, WFH)

ConnectOS; Metro Manila; Hybride; PHP 279 000 - 446 000; Plein temps

Avantages offerts par ce poste

Remote/Hybrid work setup

HMO coverage for 2 dependents

13th Month Pay

Leave credits & cash-out

Travel opportunities to Australia

Résumé du poste

ConnectOS is seeking a Business Performance Programs Coordinator in Metro Manila to handle scheduling, documentation, and program-support for Elevate, Profit Pulse, and Coaching. The role focuses on calendar management, data-tracking, and coordinating with brokers and state directors to ensure timely submissions and smooth program delivery.

Ideal candidates have administrative experience, strong English writing, and familiarity with CRM and data tools.

Qualifications

• Experience in administrative, coordination, or program-support roles (sales, L&D, or professional services preferred).
• Excellent written English and attention to detail for external communications.
• Familiarity with CRM and data/reporting tools; full training provided.
• Strong calendar and scheduling management across multiple programs.
• Proactive follow-up and item closure with minimal supervision.

Responsabilités

• Coordinate onboarding and setup for Elevate program cohorts.
• Schedule sessions, send invitations, and track broker submissions.
• Prepare and format session materials and pre-work; manage data for reviews.
• Document meeting notes and monitor participant engagement across programs.
• Support admin for Profit Pulse, Succession, and Coaching activities.

Connaissances

Administrative experience

Written English

CRM tools

Calendar management

Follow-up & closure

Outils

MyCRM

Tableau

My Data Analytics

Calendar platforms

Outlook/Google Calendar

Description du poste

Schedule: Monday - Friday (06:00 AM - 03:00 PM PHT)

What will you do?

The Business Performance Programs Coordinator provides administrative and program-support coordination for the Business Performance team's core sales enablement programs, including Elevate, Profit Pulse, and Business Coaching. The role is responsible for scheduling, tracking, documentation, and follow-up activity that supports program delivery, freeing program leads to focus on higher-value coaching and stakeholder engagement.

Key Responsibilities

Elevate Program - Onboarding & Setup

• Monitor and track broker submissions to the Elevate program; liaise with State Directors (SDs) to follow up on outstanding submissions.
• Follow up on outstanding submission information from brokers.
• Coordinate and send calendar invitations for all state sessions (5 sessions per cohort).
• Create and send 1:1 calendar invitations.
• Create and send buddy session calendar invitations.

Elevate Program — Delivery Support

• Clean up and format session presentations.
• Distribute pre-work materials and follow up on completion.
• Follow up with brokers on outstanding 1:1 pre-work.
• Collate participant data for manager 1:1 reviews, drawing from MyCRM, My Data Analytics, and Tableau.

Elevate Program — Retrospective & Graduation

• Prepare graduation and retrospective presentations.
• Distribute and follow up on pre-work for retrospective/graduation sessions.

Profit Pulse Administration

• Provide general administrative support to the Profit Pulse program.
• Record and distribute accurate meeting notes.
• Monitor and track participant engagement levels with the program.
• Schedule and manage recurring meetings following initial discussions.
• Business Coaching Administration
• Track and follow up completion of pre-work required for coaching sessions
• Schedule and coordinate post-coaching catch-up meetings.

MK Expense Management

• TBC

Succession Administration

• TBC

Systems & Data Access Required

• MyCRM
• My Data Analytics
• Tableau
• Calendar/scheduling platform (e.g., Outlook/Google Calendar)
• Profit Pulse program platform/tracke

Skills Required:

• Prior experience in an administrative, coordination, or program-support role, ideally within sales, L&D, or professional services.
• Strong written English and attention to detail (candidate will draft communications and presentations for an external audience of brokers).
• Comfortable working across CRM and data/reporting tools (MyCRM, Tableau, or equivalent — full training will be provided).
• Strong calendar and scheduling management skills across multiple concurrent programs.
• Ability to follow up proactively and manage outstanding items to closure without close supervision.

Join the awesome team and enjoy these benefits & perks:

Benefits

• Available Work Set up: Remote/Hybrid
• Competitive salary package and annual performance review, monthly rewards and recognition program.
• Opportunity to attend events and travel to Australia.
• HMO Coverage up to 2 free dependents (Medical, Dental and Group Life insurance) on Day 1
• Mandatory Government Benefits and 13th Month Pay
• Leave credits and convertible to cash of unused sick leave, paid quarterly.
• Access to Emergency and Bereavement Leave

Financial Perks:

• Access to a Financial Assistance Program through one of the leading FinTech Company in Philippines.
• Earn as much as PHP 21,000 referral bonus - help a friend land a job and get rewarded.

Work-Life Integration and Perks:

• WFH Engagements: Remote learning and employee development activities, Wellness sessions and health talks, Virtual team games and contests (Trivia, TikTok, Photo Challenges)
• Regular company-wide events, engagement activities, and a culture that values work-life balance
• Employee-wellbeing Office Facilities (Gym, Wellness Room, Childcare Facility, Entertainment Room, World-class Training Rooms)
• Cafeteria with affordable food concessionaire partners.
• Complimentary coffee and ice cream every day.
• Sleeping Quarters and Shower rooms for comfort and convenience.

Prime Location

• Conveniently located at Mega Tower, EDSA --- the heart of Metro Manila

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

Our client is the largest and most progressive aggregator group across Australia and New Zealand supporting a community of over 6,000 brokers and advisers. Helping over 300,000 customers settle over $130 billion worth of loans in 2022 and reaching a collective loan book of $350 billion.

#ConnectOSCareers #JoinConnectOS #ConnnectOSNonTech

Equal Employment Statement

Employment decisions at ConnectOS will be conducted without consideration of factors such as age', race, color, religion, gender, disability status, sexual orientation, gender identity or expression, genetic information, and marital status. ConnectOS ensures the full confidentiality of the data it processes.