Business Development Associate

Sales Support Officer Cebu

This role is responsible for creating opportunities for conversion of the Sales Account Management team to present the Salary Loan Program to key decision-makers. The ideal candidate will provide support to help the Account Management Team's effectiveness and efficiency in implementing sales activities, including on-site caravans and participation in job fairs.

• Maintain engagement cycles for all 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 augment the prospective company clients list through online research for potential companies for email, SMS, and callouts.
• Monitor the status and progress of all leads in the prospective company client database and ensure that 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/email communication into actual product presentations.
• Maintain and update the company onboarding monitoring, including tracking 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).
• Ensure quality in the communication and coordination, and build 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, ensuring that sales activities are properly planned, documented, and executed on time by the Account Management (Sales) Team.

• Convert prospective company client leads into business opportunity meetings (product presentations) from the leads database of the Account Management Team.
• New prospective company clients qualified and added into the leads database.
• Completion of call, SMS, and email engagement cycles from the first contact of the Account Officer.
• Status tracking and monitoring of all leads included in the prospective client leads database.

• Completion of the prospective client leads database generated by the Account Management team from their sales activities (including but not limited to sales calls to professional organizations or associations, caravan activities, job fairs).
• Collect company representatives (HR Directors, Managers) and their contact information (Email, mobile phone, landline).
• Research on the company's number of employees.
• Maintain coordination to ensure the submission of accreditation requirements by designated company representatives is complete.
• Ensure that upon submission of accreditation requirements, the MOA is provided to the onboarding company representative and is complete.
• Update the company onboarding monitoring sheet to reflect dates and movements per onboarding stage and follow through for the next steps until the first Salary Loan application from the company.
• Continuously find and recommend ways to structure and reorganize prospective company client lead databases and other internal monitoring lists for better efficiency and reporting, status tracking, and conversion.
• Consolidate and organize the sales activity calendars of the Account Management (Sales) Team to ensure planned activities are properly prepared and implemented on time.
• From time to time, join on-ground sales execution activities to support the Account Management team during sales caravans and job fairs.
• From time to time, assist in other sales and salary loan group ad hoc tasks.