Work closely with the Regional Sales Managers to solve problems and find solutions to meet the customers requests in a timely manner.
Support the Sales team by fielding customer requests, working with the necessary departments to address customers' concerns and maximize customer satisfaction.
Assist the sales team by following up with quotes, ensuring the pricing are set up, processing orders, and managing customer accounts to ensure a seamless sale process.
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Offer resolution within our scope of support (SOS), providing direction for third party resolution or consultation regarding a paid solution, as appropriate
Troubleshoot client products as needed to resolve each call the first time
Meet metrics such as First Call Resolution, Conversion Rates, Net Promoter Score, and New Sales
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Will be in charge of the follow up of meetings and campaigns, ensuring Salesforce is timely fed with relevant information on clients, tickets & pipeline, and may punctually attend to client meetings, preparing meetings notes and supporting the execution of relevant follow ups.
Support to Client Services, RFP activity and Consultant Coverage
The sales support will facilitate the execution of the KYC/AML process and ensure a smooth onboarding of new relationships in relation with central client services teams.
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