Description
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 role 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.
Key responsibilities include:
- Proactively calling and emailing assigned KYC and POA cases to obtain up-to-date documentation within specified timeframes
- Validating and assessing the acceptability of submitted documents
- Identifying potential cancellation risks and escalating to the appropriate Account Manager
- Accurately updating customer and document information in the CRM system
- Reconnecting with previous leads via email or call to assess renewed interest
- Updating lead status and details in the CRM system
- Flagging re-engaged leads for follow-up by the sales team