Job Description

Responsibilities:

• Act as the primary gatekeeper for incoming commercial leads, ensuring they are qualified and routed to the appropriate Account Executive based on territory, industry, or expertise
• Contract Renewals & Updates: Draft and issue renewal paperwork for clients when pricing remains unchanged.
• Director of Sales Support: Provide direct administrative assistance to the Director, including calendar management, coordinating sales meetings, and preparing briefing materials.
• Manual Data Analytics: Compile data from various spreadsheets to calculate conversion rates, territory performance, and sales volume.
• Performance Reporting: Prepare weekly "State of Sales" reports to give leadership visibility into the team’s progress and any pending deals.
• Insurance & Credentialing: Manage the submission of Certificates of Insurance (COIs) and any specific vendor compliance documentation required by large commercial property managers.
• Bid & RFP Coordination: Assist in the labor-intensive process of responding to Requests for Proposals (RFPs), ensuring all technical specifications and deadlines are met.
• Standard Operating Procedures (SOPs): Document the manual workflows you create (e.g., "How to Route a Lead") so the process remains consistent as the team grows.
• Ad Hoc Projects: Execute special projects assigned by the Director of Sales, ranging from one-off market research tasks to coordinating local trade show logistics.
• Perform additional tasks and responsibilities as required upon request to support the evolving needs of the commercial sales department and the broader organization.

Qualifications:

• Minimum 1-year experience in an offer environment performing data entry or other computer-based work required; prior experience with accounts payable/receivable or transaction-based services preferred
• Experience with third-party portal billing preferred
• Proficient Excel/Google Sheets experience
• Good judgment, strong decision-making, and problem-solving skills
• Knowledge of transaction-based services
• Communicate articulately and efficiently in both written and verbal forms
• Highly organized with strong attention to detail
• Accounting knowledge
• Strong communication and interpersonal skills
• Strong attention to detail and high level of accuracy
• Ability to maintain a high level of confidentiality and professionalism
• Excellent organizational skills
• Be able to work as a team and independently
• Must be willing to work night shift schedules (US hours) and during PH Holidays.
• Must be able to work at Alabang, Muntinlupa when work in the office resumes (temp WFH).