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Job Description
To ensure that the customer leads from various sources are processed in CRM and increase the size of the funnel by generating more leads to the sales and distribute potential customers through the in-bound calls and assign them to the sales team based on agreement criteria.
1. Generate Leads and portfolio management:
- Process and upload SME data and project information into the CRM system.
- Analyze the sales funnel and generate accurate reports to track and improve lead management.
- Create and manage funnels for new joiners, ensuring accurate distribution of new accounts and prompt resolution of system errors.
- Draft the plan for reallocate accounts as necessary due to team changes (resignation, maternity, capacity adjustments).
- Validate all required reports for data accuracy and completeness.
2. Optimize leads in CRM:
- Escalate any inquiries or issues related to sales processes, services, or partner programs to the relevant sales channel managers.
- Record customer information accurately within the CRM and assign leads to the appropriate channels.
- Track and monitor all lead activities in the CRM, recording transactions accurately.
- Contribute to structuring the lead pipeline to enhance the forecasting plan.
- Support other functions by delivering assigned leads efficiently to the sales team
3. Assign /re-assign leads and accounts:
- Distribute potential leads to appropriate sales channels through the CRM system, including web-generated leads.
- Provide detailed call notes and insights for the sales team on assigned and reassigned leads.
- Proactively follow up on expired leads, managing the reassignment process to optimize lead conversion.
- Generate regular reports for the sales channels on distributed leads, tracking status and timelines.
- Process user requests to reassign account managers or update profiles within the CRM system.
Skills
- Proficiency in CRM systems and Microsoft Office, particularly Excel.
- Strong organizational skills, with the ability to multitask in a fast-paced environment.
- Problem-solving, analytical, and troubleshooting skills.
- Excellent follow-up skills, with a professional and tactful approach to conflict resolution.
- Strong communication skills for effective customer and team interactions.
Education
Bachelor’s degree in IT, MIS, business, or healthcare.
Job Details
Preferred Candidate
Bupa Arabia
Bupa Arabia is a healthcare insurance company based in the Kingdom of Saudi Arabia. We are an associate business of Bupa Group, which is a global healthcare company with an international reach that extends across multiple business operations, practices, and resources.
Founded in October 1997, Bupa Arabia was initially established through a partnership between Bupa Global International and Nazer Group, with the key focus to provide health insurance services with high quality and competitive prices, while ensuring a distinctive experience for customers. Bupa Arabia has since evolved into a fully Saudi-owned and operated company. Our transformation from a joint venture into a publicly traded company on the Saudi Stock Exchange occurred in 2008, as we made 40% of our shares available to the public during our Initial Public Offering (IPO).
As a subsidiary of the global Bupa Group, we draw upon international expertise while maintaining a profound understanding of local healthcare requirements and regulations. This allows us to offer comprehensive healthcare insurance solutions tailored to the unique needs of the Saudi Arabian market.
Bupa Arabia prides itself on its commitment to the wellbeing and development of its employees, providing them with the same standard of care, support, and professionalism that it expects to be delivered to its customers.
Our core values shape every aspect of our work and culture:
Commit – Own it with accountability and urgency.
Collaborate – Win together through cross-functional synergy.
Care – Put people first, both employees and customers.
