Commercial Officer (Pioneer Role)

Client: Software development company that specializes in the financial software arena specifically for the agricultural sector.

About the Role

• The person must build instant customer rapport via excellent written and verbal communication skills when delivering product demonstrations and converting leads into sales (software, training, and consulting).
• The Commercial Officer must promptly complete all Sales and BAU tasks, with excellent attention to detail and minimal errors.
• This role works alongside the Customer Success and Marketing Team, providing metrics and customer insights.

Key Responsibilities

Sales:

• Confidently make outbound cold calls and follow-up prospects provided by all mediums (Marketing, CS Team, Goldmine, Professional Partners), convert them to sales, and warm transfer onboarding to CS.
• Manage incoming sales calls, emails and live chat.
• Consistently be proactive, collaborative, and creative when generating sales prospects.
• Ensure Sales & Marketing campaigns and initiatives are delivered.
• Deliver high-level product demonstrations and presentations to convert sales.
• Support the Sales and Success General Manager in increasing sales referrals from Professional Partners.
• Manage the Professional Partner subscription renewals process in CRM & Zendesk
• Manage Professional Partners via outbound calls and Zendesk tickets, updating CRM accordingly.
• Manage the Sponsorship subscription renewal process via outbound calls and helpdesk tickets. Update the Confluence Pages and CRM accordingly.
• Contact overdue Customer subscriptions.
• Contact overdue Professional Partners subscriptions.
• Meet weekly KPIs and check in Perdoo.
• Develop a deep working knowledge of our product to engage customers and sell effectively.
• Actively invest time upskilling in identified personal knowledge gaps required to perform the role successfully. 

Outcomes:

• Call customers who are only using Quick Budgets and offer consults for Full Budget training
• Contact customers who have not closed their cashbook in over a month and offer them bookkeeping or training.
• Contact payroll customers to offer webinars, consulting & Training.
• Create a list of customers that would like training & consulting and pass them over to CSS.

Data Entry:

• Once the Finance Team provides the subscription renewal data daily, accurately attend to the data entry task in CRM first thing each morning.
• For Professional Partners, follow the daily payment process as documented.
• For Customers, follow the daily payment process as documented.
• Follow the overdue process for Customers and Professional Partners.
• Process all sales promptly, ensuring accurate data entry.
• Take ownership of individual sales figures whilst working toward team outcomes.
• Respond proactively to the Finance Team in the EFT Teams Channel if Finance have highlighted data errors or customer queries.

Outcomes:

• Excellent data entry accuracy
• Minimal data entry errors as identified by the Finance Team or the Sales and Success General Manager.

Customer Onboarding:

• As documented in Confluence, warm transfer of all new Customer and Professional Partner sales and consulting leads to Customer Success for onboarding.
• As instructed by the Customer Success Team, call Customers and Professional Partners for user engagement on sales queries. Report any metrics and customer insights to CSS. 

Outcomes:

• Build rapport with trial and new customers before warm transferring them to Customer Success for their onboarding consult.

Requirements

• Previous experience making sales cold calls.
• Proven Sales ability and ability to close sales.
• Experience in a fast-paced environment with many competing demands and challenges.
• Proof of excellent communication skills, both oral and written.
• Experience as a problem solver with the ability to challenge business processes.
• Exposure to finance, accounts, bookkeeping, and/or accounting systems is desirable.

Soft Skills / Competencies

• Agile Mindset
• Excellent phone manner
• Excellent written skills
• Able to build rapport and show empathy.
• High attention to detail
• Productive and self-motivated
• Ability to self-plan their day and week
• Proactive in problem-solving and asking clarifying questions.
• Natural curiosity
• Continuous improvement mindset
• Fast learner
• Organised and time efficient.
• Team Player

Work Details

• Shift: Monday to Friday: 6:00am- 3:00pm or 7:00am- 4:00pm PH Time; depending on business needs
• Location: Makati | *Work from Home Until Further Notice
• Status: Full time employment