Sales Activation Officer
- Posted 12 days ago
- Be among the first 10 applicants
Job Description
- Referral & Data Management
- Receive, review, and validate referrals submitted through SNB branches and referral portals.
- Ensure data completeness and accuracy before processing or escalating.
- Maintain and update referral status across systems.
- Sales & Operations Coordination
- Coordinate with Activation Sales Officers, call center, underwriting, and operations teams.
- Track referral progress and follow up on pending actions through Tasheel Back office.
- Submit application exceptions if needed to relevant stakeholders.
- Ensure calling clients who submitted their application app, and make sure they complete their journey within Tasheel App
- Assist clients in obtaining the necessary steps/documents to book their application
- Escalate operational issues and bottlenecks in a timely manner.
- Reporting & Performance Tracking
- Prepare daily, weekly, and monthly referral performance reports.
- Track conversion ratios, turnaround times, and booking volumes.
- Share performance insights with management and project stakeholders.
- Process & SOP Compliance
- Ensure adherence to approved SOPs, SLAs, and project workflows.
- Support implementation of process updates and system enhancements.
- Maintain documentation related to workflows, reports, and controls.
- Stakeholder Support
- Respond to internal queries from SNB teams, sales, and operations.
- Support preparation of demos, screenshots, and training materials when required.
- Assist in onboarding new users and explaining system usage basics.
- Key Performance Indicators (KPIs)
- Referral to Submission conversion rate.
- Submission to Booking conversion rate.
- Booking turnaround time (TAT).
- Conversion and booking support effectiveness.
- Timeliness and accuracy of reports.
- Issue resolution and escalation efficiency.
More Info
Key Skills
Process SOP Compliance
Sales Operations Coordination
Stakeholder Support
Referral Data Management
Reporting Performance Tracking
About Company