Sales Analyst (Field Agent) at Payhippo

About the job

• We are looking for a Sales Analyst (Field Agent) dedicated to meeting our customer acquisition and revenue growth targets by keeping our company competitive and innovative.
• You will be responsible for maximizing our sales team potential by working diligently on the field to drive our growth goals.

Status: On-site/on the field

Key Responsibilities

• Product Knowledge: Understand the products and services offered, including sales terms.
• Lead Generation: Engage in cold calling, field visits and other forms of lead generation activities.
• Portfolio Management: Manage a portfolio of accounts to ensure long-term success in repayment and client retention.
• Outbound Outreach: Conduct outbound outreach and manage customer relationships.
• Client Relationship: Develop and implement strategies to build and maintain long-term relationships with clients.
• Data Analysis: Use a metrics-driven approach to assess and report on the performance of your portfolio.
• Risk Management: Identify potential problem accounts proactively and formulate appropriate risk mitigation strategies.
• KYC Compliance: Ensure that customer KYC information is regularly updated.
• Sales Tracking: Update sales trackers daily, including individual sales trackers, consolidated sheets, and account executive trackers.
• Team Collaboration: You will work closely with a dedicated team to contribute to: Lead conversions, vendor engagement, customer satisfaction.

Qualifications

• 2+ years proven experience in Sales.
• Strong analytical skills with the ability to interpret data and make informed decisions.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Good knowledge of outgoing client manager relations.
• Proven experience in loan sales and business development.
• Meet required financial targets/sales budgets.
• Meet performance, KPIs, service level, quality standards, and customer satisfaction rates/standards.
• A go-getter attitude towards exceeding monthly targets and customer expectations.