
Sales Productivity Specialist
2 weeks ago
Job Role Summary:
The Performance Enhancement Lead will be responsible for ensuring Advisor productivity is at its highest level within the organization by conducting quality audits, providing actionable feedback, and assisting with enhancements in advisor conversation quality.
Key Responsibilities:
- Conduct thorough quality audits of inbound and outbound sales calls to ensure adherence to set standards and compliance.
- Provide detailed feedback and recommendations to Outreach Advisors for continuous improvement, focusing on areas that need enhancement.
- Document call assessments, identify trends, and report on key performance indicators (KPIs) to inform decision-making.
- Collaborate with the training team to develop coaching programs based on audit findings, aiming to optimize advisor performance.
- Assist in creating and updating quality guidelines and performance criteria to ensure consistency across the board.
- Ensure compliance with regulatory requirements and company policies, procedures, and relevant regulations.
- Work closely with management to identify areas for process optimization and improved customer interactions, seeking opportunities for growth and development.
Requirements:
- Bachelor's degree or equivalent experience in a relevant field such as Sales, Business Administration, or related fields.
- Proven experience of 3+ years as a Call Quality Auditor or in a quality assurance role within a sales-oriented call center, with a strong understanding of consultative sales processes.
- Excellent analytical and observation skills, with the ability to provide clear and concise feedback.
- Strong communication and interpersonal skills, with the ability to work effectively with diverse stakeholders.
- Proficiency in using call monitoring tools and CRM software to analyze data and track performance.
Preferred Skills:
- Familiarity with industry standards and best practices in quality assurance and performance enhancement.
- Working knowledge of instructional design principles and tools to support training and development initiatives.
- Experience with Salesforce or similar CRM systems to manage client relationships and track performance metrics.
Technical Requirements:
- Proficiency in MS Office applications, including Excel, PowerPoint, and Planner, to create reports, presentations, and other materials.
- Basic reporting skills to formulate and automate reports, trend analysis, and data visualization using Excel.
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