SummitNext

Sales

• Provide sales administrative support to the assigned Sales Account Executive and customer group.
• Manage and respond to incoming email and telephone sales enquiries in a timely manner.
• Assist in preparing, tracking, and following up on quotations.
• Liaise with suppliers regarding quotation requests, pricing negotiation, and delivery arrangements.
• Maintain and update customer and sales records using CRM and ERP systems.
• Participate in monthly sales coordinator meetings and provide feedback on operational or customer-related issues.
• Support training and onboarding of new Sales Coordinators when required.
• Perform other ad-hoc duties assigned by management.

Sales Admin Coordinator

Chief Marketing Officer

• Conduct outbound calls to SME business owners daily
• Introduce SME loan / financing solutions clearly and confidently
• Identify potential business financing needs
• Secure appointments for Financial Consultants
• Follow up with prospects via phone / WhatsApp / email
• Guide clients on required loan documents (NOA, bank statements, financials statements, etc.)
• Collect and ensure completeness of documents before submission
• Update CRM accurately
• Achieve daily, weekly and monthly appointment targets

Sales Admin Coordinator

Telemarketing Executive, SME Loan Appointment Setter – Mandarin Speaker