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Sales Admin-Hybrid

2 days ago

Mandaluyong City, National Capital Region, Philippines Salmon Group Ltd Full time

Sales Admin

Salmon – Who We Are and What We Do

Salmon is a fast-growing consumer FinTech group, founded in July 2022 with the vision of creating the best credit-led, technology-centric bank in Southeast Asia. We chose the Philippines to be our first market and are now a licensed bank and consumer-lending group.

Salmon was founded by three Co-founders who built and held senior leadership positions at Tinkoff, a highly successful tech-enabled bank that reached a market capitalization of more than US$20bn.

Salmon has built a highly qualified and global team of finance and technology professionals and is backed by world-class investors, which include International Finance Corporation (a member of the World Bank Group), Lunate (an investment management vehicle affiliated to the sovereign wealth fund of Abu Dhabi), and other prominent Fintech investors.

We are building a financial technology business that works impeccably 24x365, creating thousands of jobs and providing high quality access to finance for millions of Filipinos — and would love to have you join us on this journey. The new world is ours to discover together.

Description

The Sales Admin plays a critical role in supporting the sales team by ensuring smooth coordination, accurate recordkeeping, and efficient communication across departments. The role focuses heavily on lead management, CRM updating, and acting as the central point of contact for sales-related technical and operational issues.

Responsibilities

A. Lead Coordination & CRM Management

  • Coordinate daily with Relationship Managers regarding lead progress and pending actions.
  • Track and follow through all assigned leads to ensure timely updates and movement through the sales pipeline.
  • Update the CRM system with the latest lead status, activities, results, and follow-up notes.
  • Ensure data accuracy and completeness across all customer records and sales activities.
  • Generate daily, weekly, or monthly reports on lead status, conversion rates, and other sales metrics.

B. Technical Coordination

  • Serve as the primary liaison between the Relationship Managers and the IT Department.
  • Report system issues, CRM errors, and technical difficulties encountered by Relationship Managers.
  • Monitor resolution progress and ensure timely communication back to the Relationship Managers.
  • Assist in testing system updates, new CRM features, or workflow improvements when required.

C. Interdepartmental Coordination

  • Coordinate with Operations, Finance, Marketing, Compliance, and other departments for any concerns related to sales leads or client onboarding requirements.
  • Facilitate communication to ensure smooth processing of potential clients, document requirements, or internal approvals.
  • Assist in preparing materials, summaries, and documentation needed for interdepartmental meetings or escalations.

D. Administrative & Support Tasks

  • Maintain organized digital and physical records of client information, reports, and correspondences.
  • Support Relationship Managers with scheduling, documentation, and follow-through tasks when needed.
  • Assist in training new sales team members on CRM usage, documentation processes, and lead handling guidelines.
  • Perform other sales-related admin tasks as assigned by the Sales Manager.

Requirements

  • Experience in sales coordination, administrative support, or CRM management.
  • Experience in financial services, insurance, telecom, banking, or B2B sales environments is an advantage.

Technical Skills

  • Knowledgeable in using CRM systems
  • Strong computer skills: MS Office (Excel, Word, PowerPoint), email systems, and basic troubleshooting.
  • Proficient Excel skills, including:
  • Use of conditional statements (IF, nested IF, IFERROR, etc.)
  • Pivot Tables for data summarization
  • Lookup functions (VLOOKUP, HLOOKUP, XLOOKUP, INDEX-MATCH)
  • Arithmetic and statistical functions
  • Data cleaning and formatting
  • Familiarity with lead tracking tools, ticketing systems, or workflow management platforms is a plus.

Soft Skills

  • Strong organizational and multitasking abilities.
  • Excellent communication skills—both written and verbal.
  • High attention to detail and accuracy in data entry.
  • Strong follow-up discipline and ability to meet deadlines.
  • Team player with a service-oriented mindset.
  • Ability to coordinate across multiple teams and resolve issues professionally.

Job Types: Full-time, Fresh graduate

Pay: Php20, Php22,000.00 per month

Benefits:

  • Paid training
  • Work from home

Application Question(s):

  • are you amenable to hybrid work set up ?
  • Are you Knowledgeable in using CRM systems ?

Work Location: In person