Operations Lead - Sales Acceptance and Document Management

Job Summary

The Sales Acceptance Team Lead ensures that the company accepts only quality clients and applications to mitigate financial and legal risks while supporting sales performance. The role oversees the daily workload of Sales Acceptance Associates and ensures accuracy, timeliness, and compliance with established policies and procedures. It is expected of the person to have the following: 1. Ability to lead the Sales Acceptance Associates to meet the department goal. 2. Ability to do side by side training of the associates. 3. Can prepare management report for use of SADM Head and/or Operations Head. This individual is expected to have expertise in the following: 1. Sales Acceptance Review and Validation. 2. Ability to recommend solutions for exceptions beyond existing policies and suggest process improvements where needed.

Duties and Responsibilities

KEY ACCOUNTABILITY

 

1. Continuously manages and reinforces sales returns reduction procedure which aims at sales booking maximization and returns minimization and controls quality checking, validation and review of complete Buyer-supplied documentary requirements, inventory status and sellers affiliation prior to booking.

 

2. Directs and supervises sales acceptance & booking and ensures compliance on the existing booking policies and procedures. Periodically plans and suggests new technologies and strategies to better improve sales acceptance and booking system.

 

3. Assigns and manages the day-to-day tasks of each sales acceptance and booking associate/s to ensure quality, accuracy and timely completion of tasks. Trains and mentors each sales acceptance and booking associate/s so they may fulfill and grow in their role.

 

4. Analyzes, provides and ensures prompt submission of monthly and daily reports on sales acceptance, booking, document acceptance, remittance tagging, error and rejected rates, lifting of accounts, complaints monitoring and employee’s productivity.

 

5. Negotiates, assists and provides realistic response or feedback to Buyers, Sellers, Agents, Brokers and internal customers on escalated reservation-related inquiries and requests received thru walk-in, voice and electronic means.

Technical Competencies and Skills

• Critical thinking and analytical skills, used for identification of root cause and problem owners. • Keen eye for details and relationship of variables • High leadership skills which allow the person to manage people and effectively liaise with department heads for requirements regarding complaints • High communication and people skills to effectively and accurately impart information disseminated internally and externally. • Adept in continually learning the latest platforms, operations processes

Education, Trainings and Licenses Required

• Bachelor’s degree in any business-related course, such as Management, Marketing