Sales Activation Officer

- Referral & Data Management - Receive, review, and validate referrals submitted through SNB branches and referral portals. - Ensure data completeness and accuracy before processing or escalating. - Maintain and update referral status across systems. - Sales & Operations Coordination - Coordinate with Activation Sales Officers, call center, underwriting, and operations teams. - Track referral progress and follow up on pending actions through Tasheel Back office. - Submit application exceptions if needed to relevant stakeholders. - Ensure calling clients who submitted their application app, and make sure they complete their journey within Tasheel App - Assist clients in obtaining the necessary steps/documents to book their application - Escalate operational issues and bottlenecks in a timely manner. - Reporting & Performance Tracking - Prepare daily, weekly, and monthly referral performance reports. - Track conversion ratios, turnaround times, and booking volumes. - Share performance insights with management and project stakeholders. - Process & SOP Compliance - Ensure adherence to approved SOPs, SLAs, and project workflows. - Support implementation of process updates and system enhancements. - Maintain documentation related to workflows, reports, and controls. - Stakeholder Support - Respond to internal queries from SNB teams, sales, and operations. - Support preparation of demos, screenshots, and training materials when required. - Assist in onboarding new users and explaining system usage basics. - Key Performance Indicators (KPIs) - Referral to Submission conversion rate. - Submission to Booking conversion rate. - Booking turnaround time (TAT). - Conversion and booking support effectiveness. - Timeliness and accuracy of reports. - Issue resolution and escalation efficiency.