Sales Enablement And Retention Assistant

Overview

The Sales Enablement & Retention Assistant role is a critical part of the sales operations team, providing essential administrative and customer engagement support to drive retention and conversion. This role ensures the smooth handling of documentation, lead follow-ups, and CRM updates, enabling the sales team to focus on high-value activities and customer interactions.

YOUR ROLE

This position is responsible for supporting the sales and retention functions through proactive outreach, document collection, CRM management, and administrative coordination. The ideal candidate will be detail-oriented, organized, and comfortable communicating with customers and internal stakeholders. They will play a key role in maintaining data accuracy, improving lead conversion, and supporting the overall efficiency of the sales process.

Key Accountabilities

POA/KYC Collection

• Proactively call and email assigned KYC and POA cases to obtain up-to-date documentation within specified timeframes.
• Validate and assess the acceptability of submitted documents.
• Identify potential cancellation risks and escalate to the appropriate Account Manager.
• Accurately update customer and document information in the CRM system.
  
  

• Reconnect with previous leads via email or call to assess renewed interest.
• Update lead status and details in the CRM system.
• Flag re-engaged leads for follow-up by the sales team.
  
  

• Maintain accurate records of all lead interactions and updates.
• Schedule and coordinate call-backs and appointments for TMRs & account managers
• Support general administrative tasks including data entry, filing, and internal communications.
  
  

• Generate and distribute regular reports on lead qualification activities, POA/KYC collection and outcomes.
• Collaborate with sales team members to improve processes
• Participate in training and development sessions to stay current with best practices and tools.
• Communicate regularly with sales and retention teams to ensure alignment and support.
  
  

• Proven experience in an administrative or sales support role.
• Strong communication skills, both written and verbal
• Proven experience in outbound calling
• Proficiency in CRM systems (e.g., Salesforce) and Microsoft Office Suite.
• Excellent attention to detail and organizational skills.
• Ability to manage multiple tasks and meet deadlines.
• Customer-focused mindset with a proactive approach to problem-solving.
  
  

• Experience in a sales or customer retention environment.
• Familiarity with KYC/POA processes and compliance requirements.
• Ability to work independently and as part of a team.
• Comfortable handling sensitive customer information with discretion.