Business Process Associate
6 days ago
- 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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