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Data Insight Agent

Key Responsibilities:

Ensure tickets are handled on the ticketing system
Ensure account opening process is handled correctly and on a timely manner.
Manage the CRM system and ensure all sales are trained & equipped to use the system
Review GTM, member & customer migration on CRM regularly
Prepare Non - financial reports on Communication, Opportunity & Leads to sales team on a weekly / monthly basis
Ensure the individual targets for sales are maintained on the CRM & Dash
Manage the lead process by contacting, verifying, qualifying and assigning SQL to the concerned GTM's
Follow up on leads & Opportunities stages making sure pipeline is updated correctly and on timely manner
Ensure Data hygiene and constant customer mapping
Follow up with different stakeholders to adhere to data standards and ensure data integrity at all times

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