Senior Associate - Funnel & Portfolio Management

Job Description

To ensure that the customer leads from various sources are processed in CRM and increase the size of the funnel by generating more leads to the sales and distribute potential customers through the in-bound calls and assign them to the sales team based on agreement criteria.

Generate Leads And portfolio Mangement:

• Process and upload SME data and project information into the CRM system.
• Analyze the sales funnel and generate accurate reports to track and improve lead management.
• Create and manage funnels for new joiners, ensuring accurate distribution of new accounts and prompt resolution of system errors.
• Draft the plan for reallocate accounts as necessary due to team changes (resignation, maternity, capacity adjustments).
• Validate all required reports for data accuracy and completeness.
  
  

Optimize leads in CRM:

• Escalate any inquiries or issues related to sales processes, services, or partner programs to the relevant sales channel managers.
• Record customer information accurately within the CRM and assign leads to the appropriate channels.
• Track and monitor all lead activities in the CRM, recording transactions accurately.
• Contribute to structuring the lead pipeline to enhance the forecasting plan.
• Support other functions by delivering assigned leads efficiently to the sales team
  
  

Assign /re-assign leads and accounts:

• Distribute potential leads to appropriate sales channels through the CRM system, including web-generated leads.
• Provide detailed call notes and insights for the sales team on assigned and reassigned leads.
• Proactively follow up on expired leads, managing the reassignment process to optimize lead conversion.
• Generate regular reports for the sales channels on distributed leads, tracking status and timelines.
• Process user requests to reassign account managers or update profiles within the CRM system.
  
  

Skills

• Proficiency in CRM systems and Microsoft Office, particularly Excel.
• Strong organizational skills, with the ability to multitask in a fast-paced environment.
• Problem-solving, analytical, and troubleshooting skills.
• Excellent follow-up skills, with a professional and tactful approach to conflict resolution.
• Strong communication skills for effective customer and team interactions.