Sales Operations Support Specialist
Avaloq
Makati, Metro Manila
3d ago

Company Description

Writing the future. Together.

Avaloq is a value driven, fast-paced financial technology and services company and we are committed to developing the banking solutions of tomorrow.

By joining Avaloq, you’ll become a key part of our effort to power the digital transformation of the financial services industry.

Our ambition is big and bold to provide full end-to-end digital solutions by combining our leading efficiency with a flexible, responsible digital user experience.

Headquartered in Zurich, Avaloq has over 2,000 employees globally. More information is available at www.avaloq.com

Your Team

The overall aim and target of this function is to secure the customer and prospect’s operational stability and improve the service level satisfaction.

The team is well positioned to support the Key Account Manager and Sales Manager operationally, thus allowing them to focus on building relationships with the prospect / client and identifying sales and upselling opportunities.

  • You will be part of a commercial team managing client relationships and new business developments activities in the region.
  • You will be working in a support team of four, one being the team lead.
  • This is a client / front facing role be expected to interact with clients in calls and emails and participate in client meetings along with Account Managers.
  • Your mission

  • Support the sales team in drafting and processing contracts according to internal standards.
  • Be Clients and Account Managers’ SPOC for financial and billing topics and provide supporting document where necessary.
  • Keep clients’ annual recurring fee due up to date and ensure correct invoicing of all projects & services provided based on known contracts.
  • Management of client and partner invoicing and receivables.
  • Support sales team in the preparation of presentations, documentation and assist them for meetings, events with clients / prospects and related follow-ups.
  • Support the sales team in maintaining account plans and the creation of presentations to both internal and external stakeholders.
  • Ensuring data accuracy within management reporting systems. To then be able to extract the data and transfer it into a presentable format for the various stakeholders.
  • Responsible for documentation administration within the team.
  • Support the team lead with the induction and training of new joiners to the team.
  • Support Regional Sales organisation in logistics, documentation, and execution of meetings.
  • What you need

  • A Bachelor’s degree or equivalent
  • At least 2 years of experience within a support / operation / receivable function.
  • Advanced Microsoft suite skills, in-particular Excel, Word and Power Point.
  • Ability to multitask and manage changes to the working day at short notice.
  • Team player ready to backup and takeover from other colleagues when needed
  • Adaptable and approachable with ability to work well with all levels of seniority, both internally and externally to Avaloq.
  • Ability to handle difficult and complex situations calmly and confidently.
  • Forward thinking always striving for ways to improve the department and develop in the role / team.
  • Personable enjoys networking and creating new relationships.
  • Proactive will always go above and beyond the standard job specification, to better themselves and the team.
  • Highly organised has an eye for detail when it comes to diary and workload management.
  • Fluent in English
  • You will get extra points for the following

  • Knowledge and experience in the wealth management industry
  • Additional Information

    Now let's talk about perks and compensation

    We have a hybrid work week model, giving colleagues flexibility in how they work, as well as ensuring we create our unique Avaloq culture in our office locations.

    Our base salaries are competitive and you can be recognised for outstanding effort with an extraordinary achievement reward the pinnacle of recognition.

    Avaloq aims to share its success with all its colleagues by paying out Success Share Units depending on its performance in a given year.

    At Avaloq we embrace diversity, we embrace difference. We are whole-heartedly committed to equal employment opportunities and we foster an inclusive culture where everyone’s' contributions are valued and their voices are listened to.

    We hire, compensate and promote regardless of origin, age, sexual orientation, gender identity or any other fascinating characteristics that make us different.

    Please note that our job descriptions are intended to be written in an inclusive and gender neutral language.

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