Key Accounts Supervisor - SME LOANS (Hybrid | Makati)

mid

OtherCustomer Success Manager, Key Accounts

0 views0 saves0 applied

Apply Now

Quick Summary

Key Responsibilities

Execute the end-to-end sales cycle for SME business loans—from lead generation, pitching,

Requirements Summary

Bachelor’s degree in Business Administration, Marketing, Communications, or a related field. Experience: 3–5 years of proven experience in B2B account management, customer success, or corporate sales,

Technical Tools

OtherCustomer Success Manager, Key Accounts

Responsibilities

~1 min read

→Sales Execution & Channel Management: Execute the end-to-end sales cycle for SME business loans—from lead generation, pitching, and structuring to deal closure—while managing non-organic sales distribution channels and business loan provider relationships.
→Marketing & Lead Generation: Partner with the Marketing team to develop targeted social media campaigns, promotional materials, digital initiatives, and on-ground experiential activations to drive product awareness and pipeline growth.
→Loan Processing & Risk Compliance: Facilitate accurate end-to-end loan documentation and routing for final approval while strictly enforcing compliance, audit, Know-Your-Customer (KYC), and Anti-Money Laundering (AML) standards.
→Sales Management & Reporting: Monitor sales pipeline conversions, evaluate distribution channel performance against volume targets, conduct regular business reviews, and deliver weekly and monthly sales forecasts.
→Leadership & Client Service: Manage daily operations for key accounts associates and agency partners, provide continuous coaching on loan requirements, and ensure high-quality customer service is delivered to all clients and borrowers.

Requirements

~1 min read

Education: Bachelor’s degree in Business Administration, Marketing, Communications, or a related field.
Experience: 3–5 years of proven experience in B2B account management, customer success, or corporate sales, with a track record of meeting or exceeding sales targets.
Leadership: Minimum of 1–2 years of experience in a supervisory, team lead, or senior mentoring role.
Skills & Attributes: Strong leadership, coaching, and people management skills, paired with excellent communication, analytical, and problem-solving abilities.