SUMMARY:
The Conversion Assistant provides administrative and operational support in the conversion department
POSITION INFO:
The role focuses on ensuring smooth workflow across the conversion department through effective coordination, data management, reporting, and communication. The incumbent assists in maintaining compliance, preparing reports, managing schedules, and facilitating efficient execution of conversion strategies and sales operations.
Key responsibilities:
1. Administrative Support
- Assist with preparation of daily, weekly, and monthly reports.
- Maintain and update team rosters, attendance, and leave tracking.
- Draft internal communications, memos, and meeting notes.
- Coordinate scheduling for team briefings, meetings, and training.
2. Data and CRM Management
- Capture and update lead and conversion data accurately in CRM systems.
- Assist with monitoring of agent performance data.
- Ensure data accuracy and compliance with internal policies.
3. Reporting and Analytics
- Compile basic performance and compliance reports for management.
- Track KPIs such as FTDs, conversion ratios, and lead performance.
- Assist with presentations and data summaries for management meetings.
4. Operational Coordination
- Support daily floor operations and assist with task follow-ups.
- Liaise with other departments (QA, Retention, Training, IT) for administrative requests. • Assist with onboarding documentation and training coordination for new staff.
5. Compliance and Quality Support
- Maintain filing and documentation in line with compliance requirements.
- Support the Floor Manager in ensuring adherence to scripts and procedures.
- Record and track compliance incidents or breaches for reporting purposes.
Required education/training:
- Matric / Grade 12 (essential)
- Certificate or Diploma in Business Administration, Sales Support, or related field (advantageous)
- Computer literacy (MS Office Suite – especially Excel and PowerPoint)
- CRM system proficiency (Salesforce, HubSpot, or similar platforms)
- Basic understanding of sales processes and compliance requirement
Required skills and competencies:
Technical & Functional Skills:
- Strong administrative and organizational ability
- Accurate data capturing and record-keeping
- Basic reporting and analytics (Excel and CRM tools)
- Understanding of sales performance metrics
Soft Skills:
- Excellent communication and interpersonal skills
- Time management and multitasking ability
- Attention to detail and accuracy
- Professional conduct and confidentiality
- Team-oriented and proactive work ethic
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