Client Onboarding Specialist

Key Responsibilities:
1. Documentation Management:

• Collect all required documents from client's post-sale.
• Ensure completion of necessary formalities, such as signing the Membership Agreement Form (MAF).

2. CRM and ERP Management:

• Upload all collected documents and client information into the Enterprise Resource Planning (ERP) system.
• Create client profiles and accounts in the ERP system.

3. Internal and External Rollout:

• Coordinate internal rollout procedures within the organization, ensuring all departments are informed and prepared.
• Facilitate external rollout processes with clients, providing necessary support and information.

4. Project Coordination:

• Collaborate with project and layouts teams to ensure project timelines are met.
• Monitor project progress and address any delays or issues promptly.

5. Quality Assurance:

• Conduct regular inspections of office spaces to identify any snags or issues.
• Escalate and coordinate resolution of identified snags prior to client handover.

6. ERP Updates:

• Manage ERP updates for downsizing, upsizing, movement, and other relevant changes.
• Ensure accuracy and completeness of data within the ERP system.

Qualifications:

• Proven experience in a sales coordination or similar role, preferably in the real estate or construction industry.
• Should be open for travelling to office spaces for client meetings as needed.
• Ability to multitask and prioritize tasks effectively in a fast-paced environment.
• Proficiency in CRM and ERP systems, with experience in data entry and management.
• Excellent communication and interpersonal abilities.