About the role
1) Sales Efficiency - Reporting & Dashboard Management - Support the production, automation, and optimization of various dashboards and reports - Data Analysis & Insights - Conduct data extractions and analytical studies to support sales strategy, and client programs assessments. - Sales Support & Process Monitoring - Assist sales teams with ad-hoc data requests, pipeline updates, action plan follow-ups. - Tool & Knowledge Enhancement - Contribute to the development and refinement of internal platforms, including client and sales intelligence tools. - Operational Coordination & Ad-hoc Initiatives - Support cross-functional initiatives, meeting preparations, and internal coordination efforts.
2) Client Prioritization and Continuity - Prioritization - Coordinate the preparation of Business Approval Committee (BAC) materials for new client onboarding. Assist in tracking and analysing revenue performance following client onboarding. - Continuity - Monitor KYC review progress through dashboards and proactively address alerts to ensure timely resolution. Safeguard client and business, regardless of the client's regional affiliation. What we are looking for - - Strategic Thinking: Capable of stepping back to assess the broader context, think critically, and propose thoughtful, well-structured ideas. - Communication & Confidence: Comfortable speaking up and contributing in meetings, with the confidence to share ideas and engage in constructive discussions. - Collaboration: Strong team spirit and a collective mindset, with a willingness to support and learn from others. - Technical Proficiency: Advanced skills in Excel and PowerPoint, with working knowledge of VBA. Familiarity with Power BI or other digital visualization tools is preferred; additional programming languages are a plus.
1) Sales Efficiency - Reporting & Dashboard Management - Support the production, automation, and optimization of various dashboards and reports - Data Analysis & Insights - Conduct data extractions and analytical studies to support sales strategy, and client programs assessments. - Sales Support & Process Monitoring - Assist sales teams with ad-hoc data requests, pipeline updates, action plan follow-ups. - Tool & Knowledge Enhancement - Contribute to the development and refinement of internal platforms, including client and sales intelligence tools. - Operational Coordination & Ad-hoc Initiatives - Support cross-functional initiatives, meeting preparations, and internal coordination efforts.
2) Client Prioritization and Continuity - Prioritization - Coordinate the preparation of Business Approval Committee (BAC) materials for new client onboarding. Assist in tracking and analysing revenue performance following client onboarding. - Continuity - Monitor KYC review progress through dashboards and proactively address alerts to ensure timely resolution. Safeguard client and business, regardless of the client's regional affiliation. What we are looking for - - Strategic Thinking: Capable of stepping back to assess the broader context, think critically, and propose thoughtful, well-structured ideas. - Communication & Confidence: Comfortable speaking up and contributing in meetings, with the confidence to share ideas and engage in constructive discussions. - Collaboration: Strong team spirit and a collective mindset, with a willingness to support and learn from others. - Technical Proficiency: Advanced skills in Excel and PowerPoint, with working knowledge of VBA. Familiarity with Power BI or other digital visualization tools is preferred; additional programming languages are a plus.