Sales Support Baguio

The Golden Legacy Financing Corporation; Tocmo; On-site; PHP 334,800 - 446,400; Full time

Job summary

A prominent financial services provider in the Philippines is seeking a Sales Support Officer to enhance engagement with prospective clients for the Salary Loan Program. The successful candidate will maintain communication cycles, generate leads, and facilitate product presentations. Strong communication and organizational skills are crucial for this role as you will assist the Account Management team in various sales activities. This position offers a dynamic work environment focused on client conversion and sales support.

Qualifications

• Strong communication skills to engage prospective clients through calls, emails, and SMS.
• Ability to manage leads and track their progress effectively.
• Experience in scheduling and organizing product presentations.

Responsibilities

• Maintain engagement cycles for leads using various communication methods.
• Generate new leads by researching potential clients online.
• Schedule product presentations with company representatives.

Skills

Engagement cycles management

Lead generation

Communication skills

Job description

The Sales Support Officer leads engagement to create opportunities for conversion of the Sales Account Management team to present the Salary Loan Program to the companies key decision-makers.

S/he provides support to help in Account Management Teams effectiveness and efficiency in their implementation of their sales activities (including, among others, on-site caravans, and participation in job fairs).

JOB DUTIES AND ESSENTIAL FUNCTIONS

• 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 list online 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.

Key Performance Indicators

• Convert prospective company client leads into business opportunity meetings (product presentations) from the leads database of the Account Management Team.
• New prospective company clients qualified and added into the leads database.
• Completion of call, SMS, and email engagement cycles from the first contact of the Account Officer.
• Status tracking and monitoring of all leads included in the prospective client leads database.

Activities

• Completion of the prospective client leads database generated by the Account Management team from their sales activities (including but not limited to sales calls to professional organization or associations, caravan activities, job fairs).
• Company representatives (HR Directors, Managers) and their contact information (Email, mobile phone, landline).
• Research on the company's number of employees.
• Maintains counterpart coordination or communication to ensure the submission of the accreditation requirements by the designated company representatives is complete.
• Ensures that upon the submission of the accreditation requirements, the memorandum of agreement (MOA) is provided to the onboarding company representative.
• Updating of the company onboarding monitoring sheet, making sure that the dates and movements per company onboarding stage are reflected correctly and accurately with follow‑through for the next step (until there the first salary loan application from the company).
• Continuously finds and recommends ways to structure and (re)organize prospective company client lead database, and other internal monitoring lists for better efficiency and effectiveness in reporting, status tracking, and conversion.
• Consolidate and organize the sales activity calendars of the Account Management (Sales) Team to ensure preparation activities are properly planned and documented and implemented on‑time and on‑schedule.
• From time to time, join in the sales on‑ground execution activities to provide support to the Account Management team (Account Officers) during sales caravans and attended job fairs.
• From time to time, assist in other sales and sale‑related activities and ad‑hoc tasks of the Salary Loans Group.