Sales and Customer Operations Associate

2 weeks ago

Cebu City, Philippines With Intelligence Full time
Overview

With Intelligence is an information exchange. We connect allocators and fund managers, across multiple asset classes, to the people and insight-enriched data they need to raise and allocate assets.

Our investor powered data helps clients make smarter allocations decisions. Our events provide unique access to the investor communities. We enrich our data with stories, insight and intelligence, gained through long-standing and trusted relationships.

The Sales & Customer Operations team team are tasked with providing vital support to our sales and customer success teams across With Intelligence’s business intelligence product suite.

We are looking for a Sales & Customer Operations Associate to join our expanding team covering our USA based customers on our night shift team. In addition to the requirements outlined below the ideal candidate should be a self-starter, flexible, able to work independently and in a team, and exude a positive job attitude.

Responsibilities
  • To provide operational support to the sales and customer success teams
  • Assist other members of the operations team in being the first line of support to our other customer facing teams, and the customers themselves
  • Lead conversion and assignment to the sales team
  • Work with the business to ensure data integrity, driving accuracy of customer data to help commercial teams achieve their objectives
  • Account administration activities with the end goal of driving customer usage
  • Manage and maintain customer records in Salesforce
  • Perform clean up and conversion of data in our systems and Salesforce
  • Ad-hoc duties assigned by the Manager
  • Minimum 1 year of relevant working experience
  • Possess excellent oral and written English communication skills
  • Proficiency with Salesforce and MS Office Suite, particularly MS Excel and MS Outlook
  • Experience with any customer service platforms (EG Zendesk, Freshdesk) a plus
  • Strong in multi-tasking with the ability to prioritize and manage time effectively
  • Resourceful with good research skills
  • Meticulous and well-organized individual with good attention to detail
  • Ability to take constructive feedback and a willingness to learn new skills
  • Diligent, proactive, responsible, and comfortable with accountability
  • Able to work both independently and within a team - this role is primarily a night shift one with some occasional rotation to work daytime hours.
Why Join With Intelligence?

With Intelligence is a leading provider of data on, and for, the alternative asset management industry. We deliver and provide a unique and rich blend of data and intelligence that includes profiles, fund information, people, indices, news, performance metrics, valuable analyst perspectives, and our renowned investors’ intentions and preferences. This is required for our clients to spot their next big opportunity. Via our data platform and our events, we help businesses to make the right connections and conversations to achieve their goals.

With Intelligence values togetherness with its people in enhancing holistic wellness that extends even outside of work:

Employee Wellness and Support
  • Hybrid Set up.
  • HMO Coverage from Day 1 – free for employee and 2 dependents
  • Life Insurance Coverage from Day 1 – up to 4x annual salary
  • Employee Assistance Program (EAP) thru Lifeworks
Financially Together
  • Medical and Clothing Allowance
  • With Hardship Fund
  • Share With Scheme
Learning and Growth
  • Premium access to Go-1 LMS with over 8000+ courses
  • Monthly Lunch and Learn sessions
Work-Life Balance
  • With Clubs for your passion and hobbies
  • Quarterly Team Lunches and other social activities
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