Onboarding Team Lead
CurrentAdept at managing and developing sales teams to enhance their skills and achieve individual and team targets and drive team performance. Proficient in analyzing data to identify opportunities for improving the client experience and increasing revenue. Maintained a deep understanding of company products, services, and standard operating procedures, ensuring the ability to exceed client expectations consistently. Led, developed, coached, and motivated the On-boarding Team to enhance their sales and service skills, resulting in improved team performance and customer satisfaction. Ensured a high professional standard was achieved and exceeded monthly sales targets and key performance indicator (KPI) targets by employees. Analyzed data related to the On-boarding Team, leveraging insights to provide suggestions for enhancing the client experience and driving revenue growth. Determined individual coaching strategies and training needs by actively listening to sales calls daily, developing tailored approaches that aligned with standard processes and procedures. Worked closely with the Compliance team to identify areas for improvement and implemented necessary changes to ensure adherence to regulatory requirements. Prepared, updated, and delivered ongoing training modules to continuously educate employees and address any performance gaps or mistakes. Conducted educational and engaging training sessions for small and medium classes, catering to a diverse range of skill levels to foster continuous learning and development. Trained and monitored sales employees' notes in the CRM system, ensuring accuracy and completeness to facilitate smooth client interactions and effective collaboration within the team. Ensured a seamless new account approval process by identifying, documenting, and communicating client needs and expectations to both clients and other ReminderMedia team members. Identified client pain points to provide solutions in achieving their business growth objectives.
