Role Summary:
Act as the records and coordination backbone of the Business Development team — maintaining accurate CRM data, calendars, meeting notes, and case files so that every lead, case, and document is organized, current, and easy to retrieve.
Key Responsibilities:
• Enter and update lead, case, and opportunity data in the CRM system accurately and on time.
• Maintain the team's shared calendar — scheduling meetings, client calls, and internal reviews, and sending reminders.
• Take and circulate notes for meetings and events, ensuring key action items and dates are captured.
• File and organize documents (case files, correspondence, MoMs, proposals) into the correct folders/systems.
• Maintain and issue tracking IDs for leads and cases, ensuring consistent numbering and traceability.
• Stay familiar with the status of ongoing cases so information can be retrieved quickly on request.
• Maintain dashboards/trackers showing pipeline status, case aging, and key dates across all verticals.
• Maintain a well-organized archive of closed cases and historical records for easy future reference.
• Support Assistant Managers and the Senior Manager / Manager with day-to-day administrative and data needs.
Requirements
• Bachelor's degree in any discipline.
• 1–3 years of experience in data entry, CRM administration, or office coordination.
• High attention to detail and accuracy in data entry and record-keeping.
• Strong organizational skills with the ability to manage calendars, files, and multiple ongoing cases simultaneously.
• Proficiency in MS Office (Excel in particular) and CRM/database tools.
• Good written and verbal communication skills.
Note: Interested candidates can share their CVs at [email protected]
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