About the Role
The Sales Enablement & Retention Assistant role is a critical part of the sales operations team, providing essential administrative and customer engagement support to drive retention and conversion. This position ensures the smooth handling of documentation, lead follow-ups, and CRM updates, enabling the sales team to focus on high-value activities and customer interactions.
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Your Role
This position is responsible for supporting the sales and retention functions through proactive outreach, document collection, CRM management, and administrative coordination. The ideal candidate will be detail-oriented, organized, and comfortable communicating with customers and internal stakeholders. They will play a key role in maintaining data accuracy, improving lead conversion, and supporting the overall efficiency of the sales process.
Key Accountabilities:
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POA/KYC Collection
- Proactively call and email assigned KYC and POA cases to obtain up-to-date documentation within specified timeframes.
- Validate and assess the acceptability of submitted documents.
- Identify potential cancellation risks and escalate to the appropriate Account Manager.
- Accurately update customer and document information in the CRM system.
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Contacting Old Opportunities
- Reconnect with previous leads via email or call to assess renewed interest.
- Update lead status and details in the CRM system.
- Flag re-engaged leads for follow-up by the sales team.
Equal Opportunity Statement
Qualified applicants will be considered without regard to race, color, age, disability, sex, childbirth (including pregnancy) or related medical conditions including but not limited to lactation, sexual orientation, gender identity or expression, veteran or military status, religion, national origin, ancestry, marital or familial status, genetic information, status with regard to public assistance, citizenship status or any other characteristic protected by applicable equal employment opportunity laws.
