Categorizing and prioritizing inbound inquires, identifying leads and handling each lead according to established guideline, including working with other departments to satisfy the prospects requests.

Handles all leads with the mindset that they are in part responsible for the customers first impression of the company and record them as per decided category in CRM.

Managing data for new and prospective clients in CRM, ensuring all communications are logged, information is accurate and documents are attached.

Keeping track of all incoming business and updating the management on a daily basis.

Manage and maintain onboarding process for new customers until the process is complete.

Requirement:

Experience monitoring results within a CRM, and using metrics and dashboards to identify opportunities that have stalled or need additional assistance.

Strong interpersonal skills with the ability to influence internal stakeholders, business partners and cross-functional departments to take action on the opportunity pipeline.

Strong writing, presentation, and computer skills, especially Microsoft Office Suite with the ability to develop compelling PowerPoint presentations.

Solid business acumen, management, and problem-solving skills with the ability to prioritize and handle multiple tasks simultaneously.