Client Engagement & Sales Support Specialist

The Golden Legacy Financing Corporation; Cebu City; On-site; PHP 279,000 - 391,000; Full time

Job description

• Maintaining engagement cycles for all the leads in the prospective company client database from the first contact of the Account Management team.
• Engagement cycles consist of call, SMS, and email communication
• Aid in leads generation, continuously finding ways to help augment the prospective company clients listonline research for potential companies for email, SMS, and callouts
• Monitor the status and progress of all the leads in the prospective company client database and making sure that the company representative names and contact details are updated
• Scheduling of Salary Loan product presentations with the appropriate company contact persons or representatives, converting the leads from call / SMS / e-mail communication into an actual product presentation
• Maintain and update the company onboarding monitoring:
• Tracking of dates of completion per onboarding stage (e.g., from submission of accreditation requirements, memorandum of agreement (MOA) review and sign-off all the way to HR and employee training
• Ensures quality in the communication and coordination, and builds rapport with potential company client counterpart contacts to help drive advocacy for the product (to move at least to the product presentation step)
• Organize and monitor sales activity calendars making sure that sales activities are properly planned, documented, and executed on time by the Account Management (Sales) Team