Sales Enablement and Retention Assistant

OVERVIEW nbsp

The Sales Enablement amp Retention Assistant role is a critical part of the sales operations team providing essential administrative and customer engagement support to drive retention and conversion This role ensures the smooth handling of documentation lead follow-ups and CRM updates enabling the sales team to focus on high-value activities and customer interactions

YOUR ROLE

This position is responsible for supporting the sales and retention functions through proactive outreach document collection CRM management and administrative coordination The ideal candidate will be detail- oriented organized and comfortable communicating with customers and internal stakeholders They will play a key role in maintaining data accuracy improving lead conversion and supporting the overall efficiency of the sales process

Key accountabilities

• POA KYC Collection Proactively call and email assigned KYC and POA cases to obtain up-to-date documentation within specified timeframes Validate and assess the acceptability of submitted documents Identify potential cancellation risks and escalates to the appropriate Account Manager Accurately update customer and document information in the CRM system
• Contacting Old Opportunities Reconnect with previous leads via email or call to assess renewed interest Update lead status and details in the CRM system Flag re-engaged leads for follow-up by the sales team

The ideal candidate will be detail- oriented, organized, and comfortable communicating with customers and internal stakeholders. They will play a key role in maintaining data accuracy improving lead conversion and supporting the overall efficiency of the sales process.

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