Sales support and Data De-Duplication - Johannesburg Verfied

R 10 000 per month Johannesburg, Gauteng Johannesburg, Gauteng more than 14 days ago 23-08-2019 9:25:40 AM
18-10-2019 9:25:40 AM
Start date: Immediate

Timeframe: One month, with a possible two-month potential extension.

Hours: 8 to 5pm, but part-time can be considered for the right candidate

Reporting to: Head of Sales

Background:
We are a small, dynamic, growing sales team in Financial Services in Sandton. Our Fintech offering is related to card machines in the SME retail sector and short-term lending. Our team is reliant on our CRM system and client data (in SalesForce) to drive efficient sales proceses and excellent client service. Our processes and CRM system data has legacy gaps and our data needs to be cleaned up in a logical manner. We are also running hard as we scale, which means the direct sales team members should be alleviated of some of their administrative work so that they can focus on client engagements.

Key tasks and deliverables:

CRM system data clean up. This will require an analytical approach and the ability to segment, analyse to some extent, and research if data is missing (for example geography and industry).
CRM system data loading. Loading batches of leads, individual leads and filling in the CRM fields correctly and assigning next steps.

Sales support. Ad hoc work related to the sales team. This could include supporting individual team members with CRM related aspects of their deals, researching potential clients or sectors, drawing reports and doing basic analysis.

Experience needed:
Background
The ability to work with data
Basic research capability (online and telephonic)
MS Office – Outlook, Excel
Office-related experience a big plus
Any CRM or sales experience is a bonus


Requirements
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