Leodegario III Alanes

Key Responsibilities

Lead Engagement & Conversion

•Reach out to potential members via WhatsApp, phone, email, and social platforms

•Respond promptly to inquiries and guide prospects through our membership options

•Follow up on leads from webinars, live sessions, and ad campaigns

Member Onboarding & Support

•Welcome new members and guide them through platform access, orientation, and resources

•Assist members with login issues, course access, or billing questions

•Track onboarding progress and encourage early engagement

Community & Relationship Building

•Maintain strong, personal relationships with active members to ensure retention

•Monitor community feedback and escalate common concerns

•Share upcoming sessions, events, or new resources regularly with members

Event Promotion & Attendance Coordination

•Promote live trading events, workshops, and webinars

•Track RSVPs, confirm attendance, and handle event follow-ups

•Ensure members know the value of attending and what to expect

CRM & Admin

•Maintain accurate records in the CRM (e.g., HubSpot)
•Track follow-up dates, notes, and lead/member status

•Collaborate with marketing, trading coaches, and support teams to ensure smooth operations

• Develop and maintain strategic business relations with prospective/existing clients.

• Entered and updated new customer details in the CRM Software (Salesforce) according to administrative guidelines.

• Provide an optimal level of services to all customers.

• Perform all telephone tasks and providing call backs and respond to all caller queries professionally.

• Persuading the prospects to get individuals to buy the company’s services
.
• Selling a range of products and services, to both new and existing clients

• Monitor all calls and deal efficiently with all upset customers/callers.

• Administer all issues and recommend efficient resolution within the required timeframe as per SLA.

• Maintain a record of all sales activities, on a daily and monthly basis.

• Create a monthly report with KPIs highlighting the performance and improvements

Required to make 30 calls per day to new and existing customers to find out
their needs for specific products and services

• Visit existing and potential customer if necessary

• Meet the sales target consistently

• Conduct demonstrations and promotional drives for new products, in coordination with marketing department

• Update the database for B2B and individual customers

• Maintain record of all sales activities, on daily and monthly basis

• Follow up on all sales deals from end to end, and report the transaction

• Handle customer care services, if required

• Recognized as one of the top sellers (part -timers) reaching up to 150% of
target revenue

• Attracts potential customers by answering product and service questions, suggesting information about other products and services via phone, chat, and email

• Opens customer accounts by recording account information.

• Maintains customer records by updating account information.


• Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.


• Team Lead appointed “go-to” person for new employees and those who require support and knowledge for phone skills and product information and technical details


• Consistent in the incentive and performing agent’s list

• Assists with complaints, orders, errors, account questions, billing, cancelations, and other queries.

• Opens customer accounts by recording account information.

• Maintains customer records by updating account information.

• Suggest solutions when a product malfunctions
.
• Responsible for acting as a liaison between customers and companies.

• Assigned by team lead as person-in-charge in support fellow agents with product and tool knowledge

• Number 1 overall agent for the line of business for 2013-2014

Organize and maintain inventory and storage area
• Determine staffing levels and assign workload
• Maintain items record, document necessary information and utilize reports to project warehouse status
• Identify areas of improvement and establish innovative or adjust existing work procedures and practices