Experience

SuperRecords Pty Ltd.

• Australia
• Financial Services
• 1 - 100 Employee

• Assistant Manager

  • Mar 2022 - Present

  About Super Records:- > Working closely with Accounting & Financial Planning Firms, Platform Providers, and other SMSF Administrators across Australia, we bring you over 20 years combined experience in providing Accountancy and Business Services designed to simplify the complex world of SMSF Administration. Our staff is accredited with the SMSF Professionals, Association of Australia (SPAA) and qualified Australian CPA or CA qualified Accountants. We specialize in: > SMSF Administration and Organising Audits > Practice Administrator Service > Taxation. Business Services and Bookkeeping Services > Paraplanning Services > Paraplanning Administrator Services Role:- > Meeting assigned sales goals for bringing in new business to the firm. > Conducting personal lead generation activities as required to fill the pipeline with new opportunities and attain sales quotas, including cold calling, emailing, and networking. > Developing and maintaining required expertise in assigned services to independently qualify prospects for appropriateness of fit. > Managing the sales process including developing, qualifying, and managing the prospect through the sales cycle. > Bringing partners and others with technical expertise and specialized knowledge into the sales process at the appropriate points. > Providing specific information for proposals to be generated by the sales coordinator, including complete prospect information, engagement and service details, and any special terms and conditions. > Maintaining pipeline and forecast information as well as prospect contact information and status. > Responding to requests for information from prospects with appropriate documentation, using the sales coordinator when available and appropriate. Show less



Cloudoffis

• Australia
• Accounting
• 1 - 100 Employee

• Business Development

  • Jul 2017 - Feb 2022

  Experience the power of Auditomation : A unique technology in Cloudoffis, developed with the help of auditors for auditors. It not only automates the SMSF audit process but also provides highly intuitive and intelligent tools to enhance an auditor’s ability to conduct critical analysis and make judgements. At every step, Auditomation enables simplicity and speed ensuring high quality SMSF audits. Call us for a live demo to discover the next generation of audit software Experience the power of Auditomation : A unique technology in Cloudoffis, developed with the help of auditors for auditors. It not only automates the SMSF audit process but also provides highly intuitive and intelligent tools to enhance an auditor’s ability to conduct critical analysis and make judgements. At every step, Auditomation enables simplicity and speed ensuring high quality SMSF audits. Call us for a live demo to discover the next generation of audit software



Exa India Pvt. Ltd.

• Information Technology & Services

• Business Development

  • Jun 2015 - 2016

  -Generate and identify new sales leads -Maintain daily sales and productivity goals as provided by management -Attend regular staff meetings and maintain minutes of meeting. -Serve as a resource for clients or other callers who have queries or seek information about the products and services of Exa Business Technology. -Keeping a records of documents and reference of enquiries. -Perform miscellaneous job-related duties as assigned Performing -Generate and identify new sales leads -Maintain daily sales and productivity goals as provided by management -Attend regular staff meetings and maintain minutes of meeting. -Serve as a resource for clients or other callers who have queries or seek information about the products and services of Exa Business Technology. -Keeping a records of documents and reference of enquiries. -Perform miscellaneous job-related duties as assigned Performing



Mo's Mobiles Pty Ltd

• Melbourne, Australia

• Sales Manager

  • Oct 2008 - Dec 2013

  Dealing directly with customers or either telephonic -Responding promptly to customer inquiries -Performing customer verifications with credit check process in Siebel -Maintaining Excel records and keeping a monthly reports for future planning. -Arranging team meeting and organizing a minutes of meeting with the help of directors. -Organizing travel arrangement and hotel booking for team members. -Directing requests and keeping records of unresolved issues to the designated resource and follow up. Show less