Business Process Associate

6 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia BID Operations Full time
Main Responsibilities
  • Documentation Management:
    • Organize and manage various sales and client-related releases/documents, ensuring they are stored correctly and easily accessible.
    • Implement and follow checklists, standard operating procedures, and document tracking systems to maintain operational efficiency and quality.
    • Regularly review documents, reports, and communications to identify errors or discrepancies and address them promptly.
    • Provide training or guidance to team members and sales team on best practices.
  • Case Management:
    • Analyze, reply to sales team, track, follow up, and ensure timely resolution of client issues or special requests.
    • Work with cross-functional teams to ensure all necessary steps are followed for case resolution, ensuring all cases are documented properly.
  • Leads Data Collection & Organization:
    • Organize leads data from various sources, ensuring accurate entry into CRM systems or databases.
    • Categorize and update lead information regularly for easy tracking and follow-up.
    • Support creation of lead reports, tracking conversion rates, lead status, and other key metrics to measure sales pipeline performance.
    • Ensure smooth handover of qualified leads to sales teams, keeping track of lead progress and providing updates as needed.
  • Communication with Sales Team Leaders:
    • Collaborate with the sales team in both English and Mandarin to resolve operational issues, clarify processes, and maintain clear communication with Chinese clients.
    • Review, summarize, and distill complex legal, IT, or operational documents to communicate key points to the sales team.
    • Respond to special inquiries and requests in group chat with sales team leaders, ensuring clarity, respect, and problem resolution.
  • Cross-Department Projects:
    • Coordinate cross-departmental projects, acting as a liaison between Sales, IT, Legal, Risk, and Compliance teams to ensure seamless execution of initiatives.
    • Organize and facilitate meetings between relevant departments to gather requirements, share updates, and ensure alignment on project goals.
    • Track project milestones and deliverables, proactively identifying potential roadblocks and working with teams to find solutions.


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