Sales Activation Officer

Referral & Data ManagementReceive, review, and validate referrals submitted through SNB branches and referral portals.Ensure data completeness and accuracy before processing or escalating.Maintain and update referral status across systems.Sales & Operations CoordinationCoordinate with Activation Sales Officers, call center, underwriting, and operations teams.Track referral progress and follow up on pending actions through Tasheel Back office.Submit application exceptions if needed to relevant stakeholders.Ensure calling clients who submitted their application app, and make sure they complete their journey within Tasheel AppAssist clients in obtaining the necessary steps/documents to book their applicationEscalate operational issues and bottlenecks in a timely manner.Reporting & Performance TrackingPrepare daily, weekly, and monthly referral performance reports.Track conversion ratios, turnaround times, and booking volumes.Share performance insights with management and project stakeholders.Process & SOP ComplianceEnsure adherence to approved SOPs, SLAs, and project workflows.Support implementation of process updates and system enhancements.Maintain documentation related to workflows, reports, and controls.Stakeholder SupportRespond to internal queries from SNB teams, sales, and operations.Support preparation of demos, screenshots, and training materials when required.Assist in onboarding new users and explaining system usage basics.Key Performance Indicators (KPIs)Referral to Submission conversion rate.Submission to Booking conversion rate.Booking turnaround time (TAT).Conversion and booking support effectiveness.Timeliness and accuracy of reports.Issue resolution and escalation efficiency.