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Gender
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Vacancy
1 Vacancy
Job Description
Roles & Responsibilities
Manage a team of individuals fulfilling client administrative tasks.
Act a managerial liaison between account management and customer operations teams.
Drive an environment for internal lead generation.
Know required information about the industry, domain, and target personas.
Collaborate closely with internal stakeholders, e.g., relationship managers, sales teams, legal, and order management to support client scenarios.
Possess a deep understanding of the range of client business environment and challenges in their territory.
Review critical metrics and pipeline hygiene for the account portfolio of the team.
Blocking issue point for relationship managers enabling team to support with variety of accounts.
Be well versed in all sales situations and the overall sales cycle.
Own the customer lifecycle framework and ensures strong renewal execution, minimizing cancellations.
Interact with industry peers with finesse; leveraging jargon and relevant industry acronyms
Fostering team growth and learning.
Adhere to financial controls and policies, managing third-party data responsibly.
Engage in dialogue about system and process improvements.
Demonstrate solid understanding of CRM workflow and systems: raise, follow through and track requests across the client lifecycle, ensuring clear documentation and prioritization.
Resolve inquiries effectively, performing thorough analyses to address root causes.
Drive data and documentation accuracy across an allocated account portfolio: e.g., locate, verify, and review client contract documentation to ensure completeness and accuracy.
Manage diverse order types, ensuring accurate system entries and fulfilment in a timely and accurate manner.
Desired Candidate Profile
Prior management experience leading a minimum of 5 individuals
Management of operations or similar workflows
Significant product & workflow expertise and advanced industry knowledge
5+ years of experience in a sales operation, deal desk, customer success, or commercial support role
Industry certifications encouraged
Excellent attention to detail and organizational skills
Ability to prioritize and manage multiple tasks in a deadline-driven environment.
Problem solving skills: ability to understand, articulate, structure and solve client needs
Relationship building skills
Advanced knowledge of Salesforce and workflow systems
Good understanding of computer systems; knowledge on SAP, SalesForce and Siebel is an advantage
Supervise daily dashboards/reports and participate in group discussions re: system enhancements, general policy/procedure maintenance, renewal processing, etc.
Company Industry
- Banking
- Financial Services
- Broking
Department / Functional Area
- Sales
- Business Development
Keywords
- Team Leader
- Sales Desk Associates
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