Onboarding Specialist

Context of the role

Reporting to the SVP Africa, this position will be the point-of-contact for Sales & Business Development (BD) and serve as an internal business partner for sales support. Responsibilities include supporting our sales team with client onboarding, pipeline management, preparing presentations, organising meetings and conducting research. Your key responsibility will be to support the plans of the sales team and carry out sales and operational activities related to global sales to meet the overall annual sales objectives. This is a single contributor role with great opportunities for growth in account management/business development.

Key Responsibilities:

• Supporting Business Development (BD) during the pre-sales stage (Qualifying Proposal Stage) with pricing preparation and assisting sales to prepare sales slides + new case studies on a need basis
• Assisting BD to onboard new partners and follow up on the onboarding process with compliance, legal & technical integration as well as with other internal & external stakeholders
• Prepare customised reports for Business Development, Account Management and Partners
• Co-ordinate with various stakeholders to resolve customer issues
• Prepare quarterly sales report for Account Management (AM)
• Assisting BD/AM to ensure the information in CRM system is accurate and up to date

Requirements:

• Bachelor’s Degree in a business discipline
• 6+ years work experience in a commercial corporate environment- ideally in a Financial Services or Tech Company
• High level of Microsoft Office Suite competency including Advanced Excel proficiency (Creating visual representations of data, creating & managing pivot tables, ability to organise data using SUMIF, COUNTIF, and VLookup.)
• CRM proficiency – Preferably Salesforce
• Must be highly organised, independent and able to prioritise tasks
• Ability to work under pressure in a rapidly evolving fast-paced environment
• Adept at developing and executing actions synthesised from analysis issues
• Detail-oriented and a believer in the value of process
• Must be flexible, self-motivated and team-oriented
• Highly adaptable, able to accept and create change
• Fluent in English, other languages a plus

How to Apply

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