Key Accounts Supervisor - SME Loans

Our Clients; Philippines; Hybrid; PHP 600,000 - 900,000; Full time

Job summary

Our Clients in Makati is seeking a Key Accounts Supervisor to lead end-to-end SME loan sales, manage distribution channels, and drive revenue. This hybrid, dayshift role requires strong leadership, coaching, and client service.

You will collaborate with Marketing on campaigns, ensure compliance with KYC/AML, and deliver regular sales forecasts. A Bachelor's degree and 3–5 years in B2B sales or corporate accounts are required, with 1–2 years in a supervisory role.

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 experience in a supervisory, team lead, or senior mentoring role.
• Strong leadership, coaching, and people management skills, paired with excellent communication, analytical, and problem-solving abilities.

Responsibilities

• Sales Execution & Channel Management: manage end-to-end SME business loan cycle and distribution channels.
• Marketing & Lead Generation: develop targeted social media campaigns, materials, digital initiatives, and activations.
• Loan Processing & Risk Compliance: ensure accurate documentation, routing, and compliance with KYC/AML.
• Sales Management & Reporting: monitor pipeline, review distribution performance, and provide forecasts.
• Leadership & Client Service: coach staff and ensure high-quality service to clients and borrowers.

Skills

Leadership

Coaching

People management

Communication

Analytical

Problem-solving

Education

Bachelor's degree in Business Administration/Marketing/Communications

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.