Sales & Data Administrator

We are seeking a meticulous and proactive Sales & Data Administrator to join our team. This multifaceted role requires a candidate with exceptional organizational skills, attention to detail, and a strong understanding of sales processes and data management. The Sales & Data Administrator will play a crucial role in supporting our sales team, ensuring smooth operations, accurate data management, and effective customer communication.

• Responsibilities:

• Sales Support:

Assist the sales team in issuing invoices, collecting payments, and verifying the completeness of relevant documents before passing them to the appropriate departments.

• Collaborate with the finance team to ensure timely and accurate invoicing and payment processing.

Act as a point of contact for clients inquiries related to invoicing and payment, project progress, providing prompt and professional assistance.

• Update sales related documentation including quotation templates, checklists and process and procedure documentation.

• KYC Compliance:

Perform Know Your Customer (KYC) checks on clients based on set SOP.

• Remind clients to complete electronic KYC (eKYC) procedures in a timely manner.

Maintain up-to-date records of KYC documentation and ensure compliance with regulatory requirements.

• Data Management:

Update and synchronize data between systems or applications that are used to manage Lead, Prospect and Client.

• Facilitate the migration of files and data to our mobile application, ensuring accuracy and completeness.

Regularly audit data to identify discrepancies, errors, or inconsistencies and take corrective actions as needed.

• CRM Maintenance:

Ensure the completeness and accuracy of data in the Customer Relationship Management (CRM) system.

• Work closely with the sales team and fulfilment teams to update and maintain customer records, activities, and interactions within the CRM.

Generate reports and dashboards to provide insights into sales performance and trends.

• Organize and maintain files and records.

• Requirement:

Bachelor's degree in Business Administration, Finance, or a related field.

• Experience with CRM systems, particularly HubSpot or equivalent, is preferred but not required

Proven experience in sales support, data administration, or a similar role.

• Familiarity with invoicing processes, payment collection, and financial documentation.

Strong understanding of KYC compliance requirements and procedures.

• Proficiency in data management tools and platforms, with experience in migrating data between systems.

Excellent attention to detail and accuracy in data entry and analysis.

• Effective communication skills, both written and verbal, with the ability to interact professionally with clients and team members.

Ability to prioritize tasks, meet deadlines, and work efficiently in a fast-paced environment.

Job Type: Full-time

Pay: RM2,

• 00 - RM3,000.00 per month
  
  Benefits:
• Cell phone reimbursement

Health insurance

• Maternity leave

Professional development
Schedule:

• Monday to Friday

Supplemental pay types:

• Performance bonus

Education:

• Diploma/Advanced Diploma (Preferred)

Experience:

• Admin: 1 year (Preferred)

Customer service: 1 year (Preferred)

Language:

• Mandarin (Preferred)

* English (Preferred)