Sales Engagement & Onboarding Coordinator

The Golden Legacy Financing Corporation; Cebu City; Sur place; Plein temps

Résumé du poste

A financial services company in Cebu City is seeking an individual to handle lead engagement cycles through calls, SMS, and emails. Responsibilities include monitoring the onboarding process and scheduling product presentations. The role involves maintaining an updated client database and ensuring effective communication with potential clients, with a focus on driving advocacy for financial products. Interested applicants should possess strong organizational skills and a proactive approach to client engagement.

Responsabilités

• Maintain engagement cycles for leads in the database.
• Aid in lead generation through online research.
• Schedule product presentations with company representatives.
• Monitor onboarding process and ensure communication quality.

Description du poste

• 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