Customer Relationship Specialist

Trinity Outsourcing Solutions is dedicated to connecting talented professionals with dynamic career opportunities across the world. As a trusted HR partner, Trinity offers a pathway for skilled individuals to work in roles that align with their expertise and support their career advancement. Known for fostering a supportive and growth-focused environment, Trinity provides hands-on experience and tailored opportunities for development. By prioritizing meaningful placements, Trinity enables professionals to unlock their potential and make a lasting impact within innovative companies.

About the client: The Ortus Club

The Ortus Club is a B2B marketing company specializing in virtual and in-person knowledge-sharing discussions. 

Our experienced team runs approximately 50 events a month, striving to curate intimate gatherings that bring together senior executives and thought leaders across various industries. We help them create meaningful connections and insightful discussions that can start innovative business relationships by providing an environment for them to engage in candid conversations, share best practices, and explore new opportunities.

We are a young, multicultural team of 130, scattered around the world with offices in the Philippines, Italy, and Kosovo. We encourage you to take a look at our Meet the Team section on our
careers page

Our Values

• We think big
• We always deliver
• We believe in knowledge-sharing
• We connect with purpose
• We can all belong at the roundtable

The Role

BGC, Taguig (hybrid)

10 AM - 7 PM PHT

As a
Customer Relationship Specialist/
Focused Ops Member

, your key role is to excel in Focused Operations initiatives, securing valuable networking solutions. You'll shape our calling culture, secure sales meetings with top-level executives, and drive operational success. Your expertise and dedication will solidify client relationships, foster understanding of project processes, and be a driving influence in the Philippines' standard culture, promoting excellence and growth.

Responsibilities:

Policing

• Provide support to the OA Head for Policing tasks, assisting in ensuring adherence to operational procedures and guidelines.
• Update respective Focused Operation Cluster tabs to provide accurate data contributing to data-driven decision-making.
• Ensure that documents and processes related to the cluster are updated, true, and correct, promoting streamlined operations.

Support

• Take charge of the Focused Ops Cluster processes, including making calls, sending WhatsApp messages, emails, and LinkedIn messages to clients and potential clients.
• Achieve a high response rate and attendance rate based on team goals to drive successful follow-up interactions.
• Ensure FU tabs are updated regularly to maintain accurate records of follow-up activities.
• Contribute to the team's effort by accomplishing related results as needed.
• Assist in preparing reports and data by collecting responses from guests, ensuring data accuracy.
• Field incoming phone calls and convert 50% or more into appointments alongside a small team, maximizing appointment setting opportunities.
• As part of the Focused Operations Cluster, stand as experts for OAs, with a strong focus on FU/AS, leveraging expertise to enhance overall operational performance.
• Collaborate with the OA members in delivering support to projects that require assistance, ensuring proper execution and successful outcomes.
• Act as driving influences in shaping the standard guesting and outreach culture, exemplifying excellence and best practices in their field.
• As part of the Focused Operations Cluster, ensure quarterly KPIs are met, driving continuous improvement and team success.

Innovation

• Proactively identify opportunities for process optimization and innovation within the follow-up process.
• Collaborate with the OA Head and other team members to brainstorm and implement innovative ideas to enhance guest experiences.

Qualifications:

Knowledge

• Knowledge of how to maneuver Google tools
• Compelling sales personality and client-facing skills
• Paramount oral and written communication skills
• Proven track record in delivering follow-up deliverables efficiently and of quality

Attributes

• Transparency
• Flexibility
• Highly organized
• Motivated to learn new things and execute it effectively on a day-to-day basis
• High presence and involvement in respective teams and company activities

Why you should join the club:

• Government benefits + 13th month pay
• HMO (upon regularization)
• Paid leaves + other allowances (on day 1)
• Company equipment (Macbook Air) and welcome kit
• Monthly performance appraisal during your first 6 months (and then quarterly thereafter)
• Anniversary bonus
• Team hangouts and company-wide events
• Team clubs (sports, hobbies, activities, etc.) and perks (wellness, fitness, finance)

Elevate your career with The Ortus Club and be part of something extraordinary in the dynamic world of B2B marketing events