You Lead the Way. We’ve Got Your Back.
With the right backing, people and businesses have the power to progress in incredible ways. When you join Team Amex, you become part of a global and diverse community of colleagues with an unwavering commitment to back our customers, communities and each other. Here, you’ll learn and grow as we help you create a career journey that’s unique and meaningful to you with benefits, programs, and flexibility that support you personally and professionally.
At American Express, you’ll be recognized for your contributions, leadership, and impact—every colleague has the opportunity to share in the company’s success. Together, we’ll win as a team, striving to uphold our company values and powerful backing promise to provide the world’s best customer experience every day. And we’ll do it with the utmost integrity, and in an environment where everyone is seen, heard and feels like they belong.
Join Team Amex and let's lead the way together.
Job Purpose
Key Accountabilities
Sales Activity and Pipeline Management
Scientific tracking of sales activity, monitor accuracy and timeliness of DSR report generation and review, lead generation and allocation ensuring fair distribution keeping the cost of acquisition low, ensuring pipeline is updated and accurate (for close dates, BBA). Ensure cycle movement and churning of opportunities to minimize ageing, reduce time to bill and drive WTT% in the overall portfolio. Working with implementation team to ensure low DUD rates and minimal backflow in application processing.
Data-backed prospecting
Work with vendors to procure data to aid prospecting basis relevant industries, location, ratings, etc., procure leads from relevant databases through subscriptions or one time purchase, work closely with the acquisition marketing team to ensure lead flow to the sales team and management of the same. Leverage internal risk capabilities to vet existing leads for qualification and ensure higher conversion to wins
Sales Policy, Practices and Procedures
Ownership of the sale policy, practices and procedure document, ensuring trainings for the sales teams with the updated document. Governance of rules of engagement to help team members function effectively across sales, AD teams
Portfolio tracking, Business planning, forecasting, target setting
Manage portfolio allocations and track BCV performance, monitor movement of accounts between teams, work with PPI team and Finance teams for business planning and forecasting of sales, budget numbers for Commercial business (including annual planning and subsequent in year rolling plan exercises). Individual target setting for sales team members
Dashboarding, MIS, Performance Tracking, Scorecards, YE evaluation
Dashboards for monitoring business performance, sharing relevant MIS for BURs and senior leadership meets, Performance tracking using growth and leadership scorecards, year-end evaluation using plan vs. achieved
Qualifications and Competencies
Qualifications:
Competencies
This is not a hybrid role and the colleague is expected to be in office on working days if notout for meetings/events