Business Operations Support

Lloyd McGill is a compliance, risk and sustainability management consultancy and training services company, specializing in management systems for International Standards (ISO) in Information Security, Data Privacy, Quality, Environmental, Occupational Health & Safety, Business Continuity, and Sustainable business practices. W

The Business Operations Support (“BOS”) is expected to work closely with Sales and Consultant teams to achieve the following performance objectives:

1. Maintain effective business and administrative activities / actions including documentation and records, sales invoicing, and follow-ups of payments by clients.

2. Maintain and enhance strong business relationship with existing clients.

3. Generate recurring sales with existing clients to achieve business objectives and targets.

4. Support HR-related activities and actions.

5. Support Sales teams in sales-related activities when required.

6. Initiate post-projects actions with clients for clients’ satisfaction and upselling related maintenance and training services.

A) Roles& Responsibilities:

The BOS is expected to be capable in working independently and assume responsibilities for meeting performance objectives.

The key responsibilities are:

1. Business Operations Support involves

a. Operations Support:

i. Create and maintain required documentation of sales, project and invoicing diligently and accurately in designated CRM system.

ii. Create, update and maintain database of products and clients in designated CRM system

iii. Generate and email invoices to clients and monitor Accounts Receivables and payment collections in designated CRM System.

iv. Co-ordinate applicants’ registration and logistics for training and workshops.

v. Maintains and updates website and social media platforms used for promoting company’s branding, value proposition and offerings.

vi. Reportsand escalates potential project and operational risks and issues, arising from clients’ feedback to Director, Operations Manager, and HR/Finance Manager.

b. Sales Support:

i. Identify opportunities for campaigns, services and distribution channels that will lead to increase in sales.

ii. Achieves recurring sales with existing clients.

iii. Prepares monthly sales performance reports to the Management.