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The CE is largely responsible for supporting the Chief Business Development Officer (CBDO) with respect to securing and retaining Clients, defining campaign requirements, ongoing monitoring and course correction of campaigns, and managing Clients’ operational expectations. The CBDO and CE are both responsible for and are measured on driving profitability for the Intermediary.
It is important that the CE takes over all non-commercial Client engagements early in the sales cycle to free up the CBDO to focus outwardly and concentrate on driving growth. The CE manages and channels all client communications of a technical/operational nature. The CE would liaise with the relevant Directors in the client’s Sales (as the operating entity) to solve operational problems, set and enforce SLAs, receive performance metrics, and manage change in campaign/s.
Key Responsibilities:
Planning and Strategy:
– Developing campaign strategies and plans.
– Setting goals and objectives.
– Creating timelines and budgets.
Market Research and Marketing:
– Conducting market analysis on sectors and specific clients.
– Identifying target clients.
– Analysing competitors and industry trends.
– Executing marketing campaigns across different platforms (social media, email, etc.).
– Creating engaging content with Marketing.
– Conducting due diligence on potential and current clients
Business Development Pipeline and Campaign Management:
– Managing the identified CRM tool for business development.
– Operational/CRM/Sales administration
Performance Optimisation:
Work with the Operational teams and will be responsible for reporting on all elements of the campaigns including continuous improvement of:
Onboarding and Ongoing Campaign Requirements:
Work with the relevant Operational teams for supporting the Campaign Executive with the following:
Recruitment and Training:
Articulate agent requirements and ensure that agents are adequately skilled to serve on the campaigns.
Analytics and Reporting:
– Monitoring campaign performance
– Analysing data to optimise strategies
– Reporting on campaign effectiveness to stakeholders
-Commercial modelling of campaigns for viability and ongoing campaign enhancements
Collaboration:
– Working with cross-functional teams (Sales, Marketing, Compliance, Financial Operations).
– Managing relationships with internal and external partners and suppliers/vendors.
Customer Engagement:
– Interacting with Clients and addressing their needs according to the CBDO’s guidance and direction.
– Gathering feedback to improve future campaigns.
Traits:
The Campaign Executive will follow guidance and direction from the CBDO and draw from the relevant Group Services to meet their obligations and continuously improve campaign performance.
Qualifications and Experience:
Group Services will be managed within client’s Sales and will consistently seek to improve general processes and systems to better support the Campaign Executive’s needs when driving campaign performance.
Campaign Executive is the Client’s single technical/operational point of contact. Individuals from Group Services will engage with the Client but the conversations will be led by the Campaign Executive.
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