In - specie Transfer Administrator overseeing asset transfers at HUB24. Ensuring compliance and delivering service excellence in financial services environment.
About the role
- Provide support to Key Account Managers in a dedicated area within SaaS Sales Administration. Help manage administrative tasks and ensure efficient sales processes.
Responsibilities
- Provide support to Key Account Managers in the dedicated area.
- Liaise with the sales department to allow an efficient process to acknowledge the new signed contracts, renewals, etc.
- Opening and extending the accesses for the customers or prospects.
- Assist the sales team in managing daily administrative tasks such as coordination of software contract renewals in Salesforce.
- Manage SaaS contract renewals for a portfolio of clients.
- Monitor and track sales data to prepare reports to help with account management.
- Respond promptly and professionally to customer inquiries and provide product information and assistance, as needed.
- Maintain accurate and up-to-date records of sales activities and interactions in our CRM system.
- Review sales documents to identify specific clauses, such as financial conditions.
- Monitoring, analysis, and document management: managing the filing and archiving process.
Requirements
- Bachelor’s degree or equivalent in Administration, Business, or related field.
- Previous experience in administrative support, sales administration, or SaaS environment is a plus.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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