Training and Program Coordinator (AU Mortgage, WFH)

ConnectOS; Metro Manila; Hybrid; PHP 279,000 - 446,000; Full time

Benefits offered by this job

Remote/Hybrid setup

HMO for dependents

13th Month Pay

Annual performance review

Wellness programs

Employee events

Job summary

ConnectOS in Mega Tower, EDSA, Manila supports a large broker network across Australia and New Zealand. The Coordinator role focuses on scheduling, tracking, documentation, and follow-up to enable program leads to engage stakeholders effectively.

The position involves onboarding and setup for Elevate, delivery support, retrospective sessions, and administration for Profit Pulse and coaching programs, with strong emphasis on communication and data accuracy.

Qualifications

• Experience in an administrative, coordination, or program-support role, ideally within sales or professional services.
• Strong written English and attention to detail for external communications and presentations.
• Comfortable using CRM and data/reporting tools with full training provided.
• Strong calendar and scheduling management across multiple programs.
• Ability to follow up proactively and close outstanding items without supervision.

Responsibilities

• Coordinate scheduling and tracking for Elevate, Profit Pulse, and Business Coaching programs.
• Prepare and format session materials and invitations; manage calendar invites.
• Distribute pre-work and follow up to ensure completion for all cohorts.
• Compile participant data for manager reviews using CRM, data analytics, and Tableau.
• Record accurate meeting notes and manage recurring program meetings.

Skills

Administrative coordination

CRM systems

Data reporting

Scheduling

Strong written English

Stakeholder communication

Tools

MyCRM

Tableau

Outlook/Google Calendar

Excel

Job description

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

What will you do?

The 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.

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.

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.