Client Representative (Financial Services)

The Company

TADA (usetada.com) helps businesses to improve sustainability by retaining their customers better. It is an end-to-end customer retention platform that brings together customer data and behavior from online and offline channels to launch and manage a revenue-centric retention program. Established in 2012, present in several countries in Southeast Asia. Our vision is to be the most impactful customer retention platform in the region. TADA has successfully been trusted by and integrated with 400+ Global Companies across fast-growing industries.
 
This role is part of the Commercial team and will be reporting to the Head of Commercial. In this role you are making an impact in strengthening our business in assigned categories or segments.

The Role: Client Representative (Financial Services)

  • Identifying business opportunities by evaluating prospective clients and their position in the industry; researching and analyzing sales options
  • Consultative selling by establishing contact and developing relationships with prospective clients
  • Maintain relationships with clients by providing supportive information and guidance; research and recommend new opportunities;
  • Identify product improvements or new products by analyzing current industry trends, market activities, and competitors

The Candidate

  • Positive, can-do attitude with the drive to continuously learn and improve
  • Bachelor degree any major
  • Minimum 1 - 3 years working experience - financial services experience are preferred
  • Stellar communication skills
  • English fluency, proactive, strong business acumen, detail-minded, and adaptable

What We Offer

  • A high degree of autonomy and freedom of creativity in a welcoming environment
  • Work from home or remote working option
  • Sabbatical program of 15 days blocked leave every 3 years of your tenure with us to recharge as we know that working long term in a company might be taxing.
  • We aim to create an entrepreneur out of our team, where we are committed to support learning and development aspirations within and outside of our organization
  • A unique environment of a mission-driven digital company present since 2012, start-up mindset always - yet a bit wiser

Our Values

  • Think and Act Like an Owner
  • Deliver Beyond Expectation
  • Be Helpful
  • Embrace and Drive Change
  • Pursue Learning and Growth
  • Be Open, Honest, and Constructive

If you are as excited as us about this role and our company, we hope you join the team and take part in our journey to create a “Truly-Global” product.

To find out more about us, please explore our website and app.

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