Leads Reporting and Administration Specialist
3 weeks ago
**Job Profile**
- **Position Detail**
- **Current **Job Title**
Specialist: Leads Reporting and Administration
- **Job Grade**
C
- **Proposed Job Title**
Specialist: Leads Reporting and Administration
- **Job Code**
- **Department**
Direct
- **Date Reviewed**
January 2023
- **Location**
Head Office
- **Employment Status**
Permanent
**Purpose Statement**
Manage all leads components: Extract, upload, reconcile and analyse leads data relating to DIRECT. Leads reporting and administration of all leads related tasks, including leads functions within the CRM and dailler, are included in the daily tasks.
**Position In The Organisation**
Head of Assupol Direct
- **2nd** Line Manager**
- ** **(2**nd** **Level)**Manager: Business Retention and Management Information
**1**ST** Line Manager**
- ** **(**1**st** **Level)**
Specialist: Leads Reporting and Administration
- **Position**None
**Subordinate**
- **(**1**st** Level)**None
**Subordinate**
- **(**2**nd** **Level)**
**Subordinate Positions**
- Please provide job titles of subordinates and total number of employees per job title_ (organogram can be inserted)_
Total staff complement: None
- **Position Description**
**Main Outputs and Responsibilities for This Position** - **_(Please provide a short description under each heading/output)_**
***
**Time spent**
- **Leads** extraction** and dialler**
- Perform daily, weekly and monthly leads extraction using amongst other programs, Excel, to upload leads into Assupol’s internal system (CRM and dialler). Should another leads program be added, driving the integration and utilisation of it.
- Assist with dialler related functions around leads and campaigns. This includes manual loading of leads batches
- Reconcile and report on daily leads volumes and activities relating to all DIRECT leads’ channels [TV, radio, digital and print].
- Work in conjunction with the Data Analyst in order to provide analysis on leads.
- Proficiency in the use of query and reporting analysis tools advantages but not a requirement (SQL).
- 30%
- **Reporting**
- Compile daily, weekly and monthly reports
- Develop new reports to address changing business needs.
- Utilising all reporting platforms to create reports.
- Reconciling monthly spend and lead channels
- 30%
- **Analysis** and recomm**endations**
- Analyse all reporting and provide insight into the results.
- Conduct change impact analysis to assess the potential implications of changes to business functions
- Conduct possible research relating to leads processes and practices.
- 30%
- **Ad Hoc**
- Assist with all ad hoc requests (admin and follow ups)
- 10%
**TOTAL**
**100 %**
- **Job Evaluation Criteria**
**A) Knowledge and Skills**
**Formal Education**
- Degree/diploma with marketing and/or communications or BA/BCom Economics
- **Technical**/**
**Legal **Certification**
- Microsoft Office suite proficient (Basic Excel and Word)
- PowerBI knowledge advantages
- **Experience**
- Experience in CRM leads reporting advantages
- Experience in dialler functions with regards to leads advantages
- **Competencies**
**Knowledge**
**Competency**
**Description**
Leads administration processes (Dialler and CRM)
Leads reporting
**Skills**
**Competency**
**Description**
Communication
Being able to communicate with teams of cross-departmental managers as well as external partners
Presentation skills
Being able to present data and analysis results
**Attributes**
**Competency**
**Description**
Analytical
Creative Thinking and Decision-making abilities
Conceptual thinker
Develop opportunities & answer future challenges
Time management
Develop & deliver solutions timeously
Team player
Build a climate of empowerment & responsibility working with all the areas within Direct as well as the rest of Assupol
Stress Management
Handle high stress & adhere to deadlines
Attention to Detail
- **Other Special Requirements**
- N/A
**B) **Decision making**
- What are the most regular and complex challenges in the job?
- Delivering all reporting regarding leads performance timeously
- Short turnaround times on leads extraction and upload of leads into CRM/dialler
- Please name the resources utilised by the incumbent to solve problems or make decisions, e.g. the internet, manuals, policies, procedures, external resources, etc.
- Excel based reports
- BI Tools (PowerBI)
- Please provide the typical planning cycle of the job - macro as well as micro planning, e.g. macro - 3 - 5 years and micro - 1 year. Also provide examples to elaborate on the answer.
- Macro - 3 years
- Micro - 1 year
- How long will it normally take before the impact of the judgement calls made by the incumbent will be felt in the business?
- immediate
- At what level does this job influence strategy/policy/procedures in the organisation?
- Strategic - 15%
- Tactical - 10%
- Operational - 75%
**C) Accountability**
- What type of decisions can the incumbent take within his/her area of accountability and
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