Business Development Associate
On-site (IT Park Cebu)
About the Role
The Business Development Associate will provide administrative and operational support to two Australia-based Mortgage Broking Business Development Managers, helping them manage sales pipelines, coordinate lead handovers, maintain accurate CRM records, and ensure timely communication with prospective clients and referral partners. Based in Cebu, you will work closely with the Growth & Business Development Manager to support sales activities, track performance, and contribute to business development initiatives.
Ideal Candidate (Must Have Requirements)
- Bachelor's degree or at least two years of college education.
- Proven professional experience in sales support, administrative assistance, customer service, or a BPO, KPO, or shared services environment.
- Strong written and verbal English communication skills.
- Excellent organisational skills, with strong attention to detail and accuracy.
- Ability to manage multiple tasks, prioritise workloads, and meet deadlines in a fast-paced environment.
- Proactive, self-motivated, and results-driven, with a positive attitude and a collaborative approach.
- Tech-savvy, with the ability to learn and adapt to new systems and platforms quickly.
- Strong interpersonal skills and a client-first mindset.
- Experience supporting Australian clients or working in an Australian BPO environment is highly regarded.
- Familiarity with the mortgage broking, finance, or real estate industry is an advantage.
- Experience with CRM platforms such as HubSpot, Salesforce, Mercury, or similar systems.
- Working knowledge of Microsoft Office Suite, particularly Word, Excel, and Outlook, as well as Google Workspace and cloud-based communication tools such as Zoom and Microsoft Teams.
- Familiarity with MyCRM, FLEX, or Nexus is an advantage. Equivalent knowledge of similar tools and software will also be considered.
- Amenable to working onsite (IT Park, Cebu)
Tasks and Responsibilities
- Provide day-to-day administrative support to two Mortgage Broking Business Development Managers, including calendar management, lead tracking, and CRM updates.
- Coordinate with internal teams to ensure smooth and timely handover of leads to processing and broker teams.
- Maintain accurate sales records, dashboards, and pipelines using CRM platforms such as HubSpot, Salesforce, or similar systems.
- Assist in preparing sales materials, presentations, proposals, and client onboarding documents.
- Liaise with referral partners, brokers, and internal departments to support timely follow-ups and lead nurturing.
- Schedule and confirm client meetings, discovery calls, and follow-up appointments on behalf of the BDMs.
- Track key performance metrics and prepare weekly and monthly reports for the Growth & Business Development Manager.
- Conduct market research and competitor analysis to support business development initiatives as required.
- Complete ad hoc tasks and projects assigned by the Growth & Business Development Manager.
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