A. Pipeline
& Opportunity Tracking
• Maintain accurate and current records of
all sales pipeline opportunities across assigned markets within the
CLaaS2SaaS CRM system.
• Track all stages of the opportunity
lifecycle — from lead entry and qualification through proposal, negotiation,
contracting, and activation — and ensure timely updates by Sales Managers.
• Flag stale, incomplete, or at-risk
pipeline records to Sales Managers and escalate as required to support timely
follow-through.
• Prepare weekly pipeline summaries for Sales
Managers and management, highlighting key movements, upcoming milestones, and
conversion trends.
• Coordinate
Sales Managers in maintaining pipeline coverage ratios and ensuring all
opportunity data is complete, classification-accurate, and audit-ready.
B. Customer
& Partner Contract Development & Management
• Support the preparation, formatting, and
version control of customer and partner contracts, including Memoranda of
Understanding (MOUs), Customer & Partnership Agreements, Revenue-Sharing
Arrangements, and Programme Delivery Contracts.
• Coordinate the internal review and
approval workflow for all commercial documents, liaising with Sales Managers,
the Compliance Manager, and other relevant stakeholders.
• Maintain a structured and up-to-date
contract repository, tracking contract status, renewal dates, key
obligations, and performance milestones.
• Issue timely reminders to Sales Managers
and management for upcoming contract renewals, expirations, or review
obligations.
• Process contract amendments, extensions,
and terminations in accordance with established procedures, ensuring complete
documentation and appropriate sign-off at each stage.
• Work closely with the Compliance Manager
to verify that all contracts adhere to applicable regulatory, quality
assurance, and internal governance requirements before execution.
C. CRM Hygiene
& Data Integrity
• Enforce and monitor CRM data quality
standards across all Sales Manager accounts and opportunity records,
conducting regular audits to identify and correct gaps, duplicates, or
inaccuracies.
• Develop and maintain CRM usage guidelines
and SOPs for the sales team, providing training and guidance to Sales Managers
as needed.
• Coordinate with the sales team to ensure
all customer interactions, meeting notes, proposals, and contract milestones
are captured accurately and promptly in the CRM.
• Liaise with IT or system administrators
to report and resolve CRM technical issues, manage user access, and support
system updates or integrations.
• Champion consistent adoption of the
CLaaS2SaaS Agentic CRM across the team, identifying opportunities to
streamline data entry and improve workflow efficiency.
D. Dashboard
Development & Management Reporting
• Design, build, and maintain Power BI
dashboards providing real-time visibility on sales pipeline health, Sales
Manager activity, partner performance, contract status, and revenue tracking.
• Produce regular management reports —
weekly, monthly, and quarterly — synthesising CRM and operational data into
clear, actionable summaries for senior leadership review.
• Develop and update KPI tracking reports
for Sales Managers, enabling performance review conversations and early
identification of shortfalls.
• Support the Compliance Manager in
incorporating compliance-related metrics (e.g., student passing rates,
graduation and attrition statistics) into the management reporting suite.
• Continuously improve reporting templates
and dashboard layouts based on stakeholder feedback and evolving management
information needs.
E. Compliance
Support & Document Control
• Work closely with the Compliance Manager
to ensure that all pipeline records, commercial documents, and operational
data meet the documentation and audit standards required by applicable
regulatory frameworks (SSG-RD, SSG-WSG, EduTrust, HRDCorp, and equivalents).
• Maintain controlled document registers
for sales-related policies, procedures, and templates, ensuring proper
version control, approval trails, and accessibility in line with audit
requirements.
• Support internal and external audit
preparation by compiling accurate and organised records of partner
interactions, contracts, and programme documentation.
• Assist
in implementing AI-driven process automation (Claude.ai, Co-Pilot, Power
Automate) to streamline repetitive administrative workflows, reduce manual
handling risk, and improve turnaround times.
F. Coordination
& Administrative Support
• Serve as the central coordination point
between Sales Managers and the Compliance Manager for all administrative,
documentation, and reporting matters.
• Organise and prepare materials for
pipeline review meetings, partner governance sessions, and internal
management reporting presentations.
• Manage shared team calendars, document
libraries, and communication records relevant to sales operations.
• Provide
general administrative support to the sales operations function as required,
including correspondence management, meeting coordination, and travel
logistics for partner visits.
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