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Cta Banner Blue Pattern

Senior Representative, Officer

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    • Puebla, Mexico
  • Sales Operations
  • Full time
  • déc. 04 2024
  • ID d’emploi: R0057102

Désignation des marchandises

Responsibilities:

Client Onboarding (End-to-End):

  • Monitor and manage the progress of onboarding tasks across Sales, Customer Assistance, Underwriting, and Implementation teams.

  • Ensure adherence to SLAs and assist in resolving bottlenecks in the onboarding process.

Implementation and Reporting:

  • Track and follow up on implementation cases, ensuring both card-present and card-not-present affiliations are delivered to the client within SLA.

  • Generate reports on completed affiliations for internal review.

Never Active Clients:

  • Identify newly onboarded clients with minimal or no transaction activity (under $50 within the first 2 months).

  • Perform retention efforts via service calls, sales executive visits, alignment with our Bank Partners, solving service issues, or offering promotions (e.g., reduced fees, device updating, etc).

Intensive Care:

  • Monitor high-value clients ("TOP clients") to ensure consistent profitability.

  • Address declining revenue trends by initiating service calls to identify and resolve issues.

SLA Monitoring and Reporting:

  • Oversee SLA performance across relevant departments, providing comprehensive and up-to-date information to sales executives and divisional leaders through a timely update of related reports

  • Maintain and update data via reports from implementation and concluded/non-concluded cases.

Post-Affiliation Activation:

  • Monitor recently affiliated clients, ensuring their activation and verifying satisfaction through Net Promoter Score (NPS) surveys.

  • Analyze inactivity causes and recommend corrective actions.

Executive Reporting:

  • Prepare and deliver executive-level reports summarizing onboarding, retention efforts, and client performance.

As a representative of EVO’s sales force, you will uphold the company’s values and adhere to the highest standards of ethics and quality.

Requirements:

  • Completed or near-completed Bachelor’s degree in Business Administration, Economics, or a related field.

  • Minimum of 1 year of experience in administrative roles.

  • Proficiency in Microsoft Office Excel or related Google tools (medium to advanced level preferred).

  • Familiarity with CRM tools (preferred).

  • Basic proficiency in English (preferred not mandatory)

Key Competencies:

  • Problem-solving skills.

  • Strong analytical mindset.

  • Effective communication at all organizational levels.

  • High energy and drive.

  • Active listening abilities.

  • Teamwork and collaboration.

This position demands a proactive individual with the ability to manage multiple tasks, adapt to changing priorities, and maintain focus on client satisfaction and retention. Join us to make a significant impact on our clients and our business.

Senior Representative, Officer

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