Shape the Way We Work – Join Our Team as a Business Support and Operations Coordinator
Are you highly organized, proactive, and ready to take on a dynamic, multi-faceted role? We're looking for a Business Support and Operations Coordinator to help drive operational efficiency, support business development initiatives, and ensure a seamless client onboarding experience.
In this role, you’ll collaborate closely with stakeholders, manage essential processes, and take ownership of tasks that keep things running smoothly — from CRM updates and research to scheduling and day-to-day administrative support.
If you thrive in a fast-paced environment, enjoy variety in your day, and take pride in making things happen behind the scenes, this could be the perfect opportunity for you.
1- Client Onboarding:
- Prepare and coordinate onboarding documentation in line with established guidelines.
- Maintain a structured and organized filing system for all onboarding records.
- Liaise with stakeholders to ensure smooth post-onboarding transitions.
- Follow up with Relationship Managers (RMs) for any missing or exceptional documentation.
- Ensure onboarding is completed within defined SLAs.
- Generate regular reports on onboarding status and key metrics.
2. Business Support & Lead Management
- Maintain and update the CRM system with accurate and current information.
- Schedule meetings with prospective clients via phone and email, including cold outreach when needed.
- Perform name clearance and duplicate checks to ensure data integrity.
- Track meeting outcomes and follow up with RMs to capture progress and next steps.
- Collaborate with RMs to support timely and aligned business development efforts.
3. Office Administration
- Provide administrative support including scheduling, correspondence, and document handling.
- Coordinate logistics for internal meetings and manage office supplies.
- Assist in formatting and watermarking internal presentations.
- Greet and assist visitors, maintaining a professional office environment.
4. Lead Generation
- Conduct research to identify and qualify potential new leads.
- Gather and verify lead information, including contact details and LinkedIn profiles.
- Ensure CRM records are accurate and complete before initiating outreach.
- Enrich existing leads with relevant data to support conversion efforts.
Qualifications Required:
- 2-4 years of work experience in Business Support, Onboarding Officer, Research Specialist, or a related field.
- Bachelor’s degree in accounting, marketing, administration, or related discipline.
- Proficiency in English, with effective communication skills in both written and spoken forms.
- Hands-on experience with CRM systems.