Sales Admin

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