Careers at CDL Human Resource

Job summary/ Job purpose/ Role Intent:

• This position is responsible for ensuring that every step along the client journey from booking to payment until ownership of property is executed within the agreed project milestones and in compliance with the laid down processes. The role holder will ensure timely collection and revenue assurance for the allocated portfolio.

Key Accountabilities

• Receipt of funds and issuance of receipts
• Regular client communication in terms of debt status, repayment plans, support required throughout the customers’ journey- (Onboarding of customer details and customer documents on CRM, Mapping of payment plans, portfolio allocation, follow up on signing of offer letters, issue of instructions to lawyers to prepare sale agreements, follow up on execution of documents).
• Mortgage pipeline management and follow up.
• Mapping of timed collections
• Revenue assurance for allocated portfolio to issuance of cancellation notices and notification of units back to the market. (Including timely disbursements of loans).
• Risk mitigation by participation on the handover documentations.
• Complaint resolutions end to end with respective departments
• Compliance to laid down policies and laws.

Principal Outputs for this role

• Weekly status meetings with lawyers
• Restructuring of payment plans for approval by the Relationship Manager and Business Development Manager.
• Qualifying, approval and updating refunds for allocated portfolios
• Realization of projected cash flows and income for allocated portfolios
• Reporting on daily collections report for allocated portfolios
• Servicing of existing and new company financial obligations
• Sales output through cross selling
• Provide key insights derived from customer engagements on various project milestones supporting decision making.
• Key driver to improve and grow NPS scores

Requirements

Qualifications- Academic and Professional

• Bachelor’s degree from an accredited University preferably in a business-related field
• Relevant professional certification is an added advantage

Experience

• At least one-year experience in relationship management in a financial/ real estate institution
• Strong proficiency in banking systems and applications especially Profits and CRM
• Experience in portfolio management is a core requirement

Competencies

Technical competencies

• Knowledge of CRM software and Microsoft Office Suite - Intermediate excel skills
• Solid customer service attitude with excellent negotiation skills
• Knowledge of KYC/AML compliance requirements
• Knowledge of TCF (Treating Customers Fairly) principles
• Astute product knowledge
• Knowledge of portfolio management
• Commercial acumen
• Analytical skills
• Strong communication and interpersonal skills
• Emotional Intelligence; Dynamic individual with the ability to work under pressure.

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Job summary/ Job purpose/ Role Intent:

• This position is responsible for ensuring that every step along the client journey from booking to payment until ownership of property is executed within the agreed project milestones and in compliance with the laid down processes. The role holder will ensure timely collection and revenue assurance for the allocated portfolio.

Key Accountabilities

• Receipt of funds and issuance of receipts
• Regular client communication in terms of debt status, repayment plans, support required throughout the customers’ journey- (Onboarding of customer details and customer documents on CRM, Mapping of payment plans, portfolio allocation, follow up on signing of offer letters, issue of instructions to lawyers to prepare sale agreements, follow up on execution of documents).
• Mortgage pipeline management and follow up.
• Mapping of timed collections
• Revenue assurance for allocated portfolio to issuance of cancellation notices and notification of units back to the market. (Including timely disbursements of loans).
• Risk mitigation by participation on the handover documentations.
• Complaint resolutions end to end with respective departments
• Compliance to laid down policies and laws.

Principal Outputs for this role

• Weekly status meetings with lawyers
• Restructuring of payment plans for approval by the Relationship Manager and Business Development Manager.
• Qualifying, approval and updating refunds for allocated portfolios
• Realization of projected cash flows and income for allocated portfolios
• Reporting on daily collections report for allocated portfolios
• Servicing of existing and new company financial obligations
• Sales output through cross selling
• Provide key insights derived from customer engagements on various project milestones supporting decision making.
• Key driver to improve and grow NPS scores

Requirements

Qualifications- Academic and Professional

• Bachelor’s degree from an accredited University preferably in a business-related field
• Relevant professional certification is an added advantage

Experience

• At least one-year experience in relationship management in a financial/ real estate institution
• Strong proficiency in banking systems and applications especially Profits and CRM
• Experience in portfolio management is a core requirement

Competencies

Technical competencies

• Knowledge of CRM software and Microsoft Office Suite - Intermediate excel skills
• Solid customer service attitude with excellent negotiation skills
• Knowledge of KYC/AML compliance requirements
• Knowledge of TCF (Treating Customers Fairly) principles
• Astute product knowledge
• Knowledge of portfolio management
• Commercial acumen
• Analytical skills
• Strong communication and interpersonal skills
• Emotional Intelligence; Dynamic individual with the ability to work under pressure.

go to method of application »

Job summary/ Job purpose/ Role Intent:

• This position is responsible for ensuring that every step along the client journey from booking to payment until ownership of property is executed within the agreed project milestones and in compliance with the laid down processes. The role holder will ensure timely collection and revenue assurance for the allocated portfolio.

Key Accountabilities

• Receipt of funds and issuance of receipts
• Regular client communication in terms of debt status, repayment plans, support required throughout the customers’ journey- (Onboarding of customer details and customer documents on CRM, Mapping of payment plans, portfolio allocation, follow up on signing of offer letters, issue of instructions to lawyers to prepare sale agreements, follow up on execution of documents).
• Mortgage pipeline management and follow up.
• Mapping of timed collections
• Revenue assurance for allocated portfolio to issuance of cancellation notices and notification of units back to the market. (Including timely disbursements of loans).
• Risk mitigation by participation on the handover documentations.
• Complaint resolutions end to end with respective departments
• Compliance to laid down policies and laws.

Principal Outputs for this role

• Weekly status meetings with lawyers
• Restructuring of payment plans for approval by the Relationship Manager and Business Development Manager.
• Qualifying, approval and updating refunds for allocated portfolios
• Realization of projected cash flows and income for allocated portfolios
• Reporting on daily collections report for allocated portfolios
• Servicing of existing and new company financial obligations
• Sales output through cross selling
• Provide key insights derived from customer engagements on various project milestones supporting decision making.
• Key driver to improve and grow NPS scores

Requirements

Qualifications- Academic and Professional

• Bachelor’s degree from an accredited University preferably in a business-related field
• Relevant professional certification is an added advantage

Experience

• At least one-year experience in relationship management in a financial/ real estate institution
• Strong proficiency in banking systems and applications especially Profits and CRM
• Experience in portfolio management is a core requirement

Competencies

Technical competencies

• Knowledge of CRM software and Microsoft Office Suite - Intermediate excel skills
• Solid customer service attitude with excellent negotiation skills
• Knowledge of KYC/AML compliance requirements
• Knowledge of TCF (Treating Customers Fairly) principles
• Astute product knowledge
• Knowledge of portfolio management
• Commercial acumen
• Analytical skills
• Strong communication and interpersonal skills
• Emotional Intelligence; Dynamic individual with the ability to work under pressure.

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Job Purpose

• The Software and Systems Sales Executive will be responsible for identifying, developing, and converting sales opportunities for software solutions, business systems, digital platforms, and related technology products. The role requires a commercially driven individual with at least two years’ proven experience in selling software, systems, or technology-based solutions to corporate, SME, NGO, government, or institutional clients.

Key Responsibilities

Sales and Business Development

• Identify and pursue new business opportunities for software, systems, and digital solutions.
• Generate leads through prospecting, referrals, networking, digital platforms, cold calls, emails, and client visits.
• Build and manage a strong sales pipeline from lead generation to deal closure.
• Conduct client needs assessments to understand business challenges and recommend suitable software or system solutions.
• Prepare and deliver sales presentations, product demonstrations, proposals, quotations, and commercial offers.
• Negotiate pricing, contract terms, and service agreements in line with company guidelines.
• Achieve monthly, quarterly, and annual sales targets.

Client Relationship Management

• Build and maintain strong relationships with existing and prospective clients.
• Serve as the key point of contact between clients and the technical/support teams during the sales process.
• Follow up with clients after demonstrations, proposal submissions, and implementation discussions.
• Maintain regular engagement with clients to identify upselling, cross-selling, and renewal opportunities.
• Ensure high levels of customer satisfaction and professionalism in all client interactions.

Product Knowledge and Market Intelligence

• Develop a strong understanding of the company’s software, systems, and technology solutions.
• Keep updated on industry trends, competitor products, pricing models, and emerging technology needs.
• Translate technical product features into clear business benefits for clients.
• Provide market feedback to management on client needs, competitor activity, and potential product improvements.

Proposal Development and Reporting

• Prepare accurate proposals, quotations, tender responses, and sales documentation.
• Maintain updated records of leads, prospects, client engagements, proposals, and closed deals.
• Submit weekly and monthly sales reports, including pipeline status, conversion rates, and sales forecasts.
• Use CRM or sales tracking tools to manage activities and monitor performance.

Coordination with Technical Teams

• Work closely with technical, implementation, and support teams to ensure client requirements are clearly understood.
• Coordinate product demonstrations, proof-of-concept sessions, and client onboarding activities.
• Support the handover of closed deals to implementation or customer success teams.
• Follow up on implementation progress to ensure client expectations are met.

Requirements

Minimum Qualifications

• Diploma or Bachelor’s degree in Business, Sales, Marketing, ICT, Information Systems, ComputerScience, or a related field.
• At least two years’ proven experience in sales of software, systems, SaaS products, ERP solutions,CRM systems, HR systems, accounting systems, cybersecurity solutions, or other technology-basedsolutions.
• Demonstrated ability to meet or exceed sales targets.
• Experience selling to corporate, SME, NGO, government, or institutional clients will be an addedadvantage.

Required Skills and Competencies

• Strong sales, negotiation, and closing skills.
• Good understanding of software, systems, and digital solutions.
• Ability to explain technical solutions in a simple and business-oriented manner.
• Excellent communication, presentation, and interpersonal skills.
• Strong client relationship management skills.
• Good proposal writing and quotation preparation skills.
• Ability to conduct product demonstrations or coordinate demos with technical teams.
• Strong prospecting, lead generation, and pipeline management skills.
• Self-driven, target-oriented, and able to work with minimal supervision.
• Good reporting, planning, and organizational skills.
• Proficiency in Microsoft Office, CRM tools, and digital communication platforms.

Personal Attributes

• Confident and persuasive communicator.
• Commercially minded and results-oriented.
• Professional, ethical, and client-focused.
• Quick learner with interest in technology and digital solutions.
• Resilient and persistent in pursuing sales opportunities.
• Able to work well with both commercial and technical teams.

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Job Summary

• Our client, a growing group of companies operating in the retail and real estate sectors, is seeking a highly competent and hands-on Accountant to join their team. The successful candidate will primarily support the retail business operations, which account for approximately 80% of the role, while also overseeing accounting functions for the real estate portfolio.
• The ideal candidate must be able to prepare full financial statements from scratch with minimal supervision, maintain accurate financial records, and ensure compliance with accounting standards and statutory requirements.

Key Responsibilities

• Prepare monthly, quarterly, and annual financial statements from scratch.
• Manage day-to-day accounting operations for the retail business.
• Maintain accurate general ledger entries and reconciliations.
• Handle accounts payable and accounts receivable processes.
• Monitor cash flow, banking transactions, and petty cash management.
• Prepare and file statutory deductions and tax returns including VAT, PAYE, and corporate tax.
• Conduct bank, supplier, and customer reconciliations.
• Support budgeting, forecasting, and financial analysis activities.
• Ensure proper inventory accounting and stock reconciliation for retail operations.
• Maintain proper accounting records for real estate income and expenses including rent schedules and service charge reconciliations.
• Liaise with auditors, tax consultants, and regulatory authorities when required.
• Ensure compliance with internal controls, accounting policies, and financial procedures.
• Generate management reports and provide financial insights to support decision-making.

Requirements

Qualifications & Experience

• Bachelor’s Degree in Accounting, Finance, or related field.
• CPA(K), ACCA, or equivalent professional qualification is required.
• Minimum of 3 years’ accounting experience, preferably in retail, FMCG or trading.
• Experience handling both retail and real estate accounting will be an added advantage.
• Strong ability to prepare financial statements independently with minimal supervision.
• Proficiency in accounting systems and Microsoft Excel.
• Strong analytical, organizational, and problem-solving skills.
• High level of integrity, accuracy, and attention to detail.

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Job Summary:

• The Lead Internal Auditor is responsible for leading audit engagements and ensuring that the organization complies with internal policies, procedures, and regulatory requirements. This role involves coordinating with various departments, evaluating internal controls, identifying areas for improvement, and making recommendations to enhance operational efficiency and effectiveness.

Key Responsibilities:

Planning and Preparation:

• Develop audit plans, including scope, objectives, and timelines.
• Conduct preliminary risk assessments and gather relevant background information.
• Coordinate with management and other stakeholders to schedule audit activities.

Audit Execution:

• Lead and supervise the audit team during fieldwork.
• Conduct detailed testing of internal controls, processes, and transactions.
• Identify and document audit findings, including areas of non-compliance and potential risks.

Reporting and Communication:

• Prepare comprehensive audit reports with findings, conclusions, and recommendations.
• Present audit results to senior management and relevant stakeholders.
• Provide guidance and training to junior auditors and staff.

Follow-up and Monitoring:

• Track the implementation of audit recommendations and corrective actions.
• Conduct follow-up audits to ensure compliance with recommendations.
• Monitor ongoing risks and control environment changes.

Continuous Improvement:

• Stay current with industry trends, best practices, and regulatory changes.
• Recommend improvements to the audit methodology and processes.
• Participate in professional development opportunities and training.

Requirements

Qualifications:

• Education: Bachelor’s degree in accounting, Finance, Business Administration, or related field.
• Certification: Certified Internal Auditor (CIA), Certified Public Accountant (CPA), or equivalent professional certification.
• Experience: Minimum of 3 - 5 years of auditing experience.

Skills:

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Proficiency in audit software and Microsoft Office Suite.
• Detail-oriented with a high degree of accuracy.
• Ability to work independently and as part of a team.

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Key Responsibilities

Sales and Producer Support

• Assist producers and sales leadership with administrative and operational tasks related to new prospects, renewals, quoting, carrier follow-up, and RFP processes.
• Support approximately 8 salespeople across 5 sales teams.
• Help follow up with carriers and keep pending items, requests, and backlog moving forward.
• Prepare, organize, and update documents, spreadsheets, presentations, proposal materials, and internal sales support resources.
• Help gather and structure information needed for prospect meetings, client reviews, quoting processes, and follow-up activities.
• Support the team in keeping sales opportunities, tasks, documentation, and carrier communications organized.
• Help reduce administrative burden for producers so they can focus more effectively on sales activity, client relationships, and business development.
• Support evolving sales processes as SBS continues strengthening its internal workflows and producer support model.

Quoting, RFP, and Workflow Support

• Assist with the preparation of quoting and RFP-related materials using our client internal processes, systems, and AI-supported tools.
• Support quoting workflows through tools such as Perfect Quote and other SBS-approved systems.
• Input, organize, and review data needed for quoting, benchmarking, analytics, and proposal preparation.
• Help maintain consistency and accuracy across sales documents, proposal materials, and workflow outputs.
• Work closely with operations and sales leaders to follow established processes and improve efficiency.
• Learn and support specialized quoting and RFP software or tools used by SBS.
• Assist in implementing and maintaining workflow processes that help the team manage new prospects, opportunities, carrier follow-ups, and backlog more efficiently.

Data, Analytics, and Document Preparation

• Compile, clean, organize, and present information in a clear and usable format for the sales team.
• Assist with data analytics support, reporting preparation, side-by-side comparisons, benchmarking information, and other sales enablement materials.
• Help transform raw information into organized outputs that producers and leaders can use in client or prospect conversations.
• Support the preparation of materials related to claims analytics, benefits comparisons, benchmarking, and proposal development.
• Review information carefully for accuracy, consistency, and completeness before it is shared with internal stakeholders or used in client-facing materials.

CRM, Systems, and Administrative Support

• Maintain accurate records, task updates, prospect details, carrier follow-ups, and documentation within company systems.
• Use company systems such as ClickUp, agency management tools, Microsoft applications, Perfect Quote, and SBS-approved workflow platforms.
• Support workflow tracking, internal communication, and follow-up coordination.
• Assist with scheduling, document management, file organization, backlog management, and other administrative support as needed.
• Learn and use company software, AI tools, and workflow platforms effectively.
• Help document repeatable processes so the team can create stronger consistency across sales and operations workflows.
• Stay adaptable as SBS continues introducing new tools, technology, and AI-supported processes.

AI, Technology, and Process Support

• Support the team’s use of AI-enabled tools and workflows for quoting, RFPs, analytics, document preparation, and sales support.
• Learn and use tools such as CoPilot AI engine, ClickUp, Perfect Quote, Microsoft tools, and other SBS-approved platforms.
• Be willing to learn new technology platforms and follow structured processes created by SBS leadership.
• Assist in turning AI-generated or software-supported outputs into organized, accurate, professional materials.
• Help identify process gaps, documentation needs, backlog issues, or opportunities to improve workflow consistency.
• Work collaboratively with leaders who are developing and refining technology-enabled sales and operational processes.

Client Communication

• This role is not primarily client-facing.
• Communicate with clients, carriers, or external parties only as directed, primarily through email.
• Maintain professionalism, clarity, and confidentiality in all written communications.
• Route questions, sensitive issues, and client-specific matters to the appropriate team member.

Confidentiality, HIPAA Awareness, and Data Protection

• Handle sensitive employee benefits, healthcare, and business information with a high level of confidentiality.
• Follow all data protection, privacy, and compliance expectations established by our client.
• Demonstrate awareness of HIPAA-related concerns and maintain careful practices when working with personal health information or benefits-related data.
• Treat all personal health information, benefits information, client data, prospect information, carrier information, and internal business information with discretion and professionalism.
• Follow any data protection procedures, confidentiality requirements, system access rules, or dedicated-device protocols established for the role.
• Use secure systems and approved tools when working with confidential or sensitive information.

Requirements

Required Qualifications

• Bachelor’s degree or diploma in Business Administration, Marketing, Communications, Finance, Insurance, Healthcare Administration, Human Resources, or a related field preferred.
• 3+ years of strong administrative, sales support, operations support, or related experience.
• Excellent attention to detail and ability to manage multiple tasks accurately.
• Comfort working with data, documents, spreadsheets, and technology platforms.
• Strong written communication skills.
• Ability to follow structured workflows and document processes.
• High level of discretion and professionalism when handling confidential information.
• Ability to work independently in a remote environment.
• Strong organizational and time management skills.
• Willingness to learn new tools, including AI-supported workflows and quoting/RFP systems.
• Ability to work with evolving processes and adapt as systems, tools, and workflows are improved.
• Reliable follow-through and the ability to keep tasks moving without heavy supervision.
• Ability to work the preferred schedule of approximately 5:00 AM–2:00 PM Eastern Time.

Preferred Qualifications

• Experience supporting sales teams, producers, brokers, consultants, or account executives.
• Experience in employee benefits, insurance, healthcare administration, HR services, or a related field.
• Familiarity with RFPs, quoting, proposal preparation, benchmarking, claims analytics, or benefits administration.
• Experience following up with carriers, vendors, or external partners.
• Experience with CRM systems, ClickUp, agency management systems, document management tools, spreadsheets, AI tools, workflow automation platforms, Perfect Quote, or Microsoft Copilot.
• Understanding of HIPAA, PHI, confidentiality requirements, or data privacy best practices.
• Experience preparing client-facing materials, reports, or sales presentations.
• Experience supporting process implementation, workflow documentation, backlog management, or operational improvements.
• Experience working with sensitive client, employee, healthcare, insurance, or benefits-related data.
• Spanish language skills are strongly preferred.
• Familiarity with Working Genius is a plus; a Tenacity/Enablement-oriented profile would be ideal.

Ideal Candidate Profile

• Highly organized and detail-oriented.
• Strong follow-through and able to manage backlog, pending items, and carrier follow-ups.
• Comfortable working behind the scenes to support producers and sales leaders.
• Tech-savvy and open to learning AI-enabled workflows.
• Strong with documentation, follow-through, and task ownership.
• Able to work with sensitive information carefully and confidentially.
• Curious, adaptable, and process-minded.
• Comfortable turning scattered information into organized, useful sales materials.
• Professional, responsive, and reliable in a remote work environment.
• Servant-hearted, with a willingness to support the team wherever needed.
• Tenacious, with the ability to stay persistent, follow through, and keep tasks moving forward.
• Comfortable working in a growing, evolving environment where processes may continue to be refined.
• Able to learn from leadership, follow direction, and contribute to more efficient team workflows over time.
• Ideally aligned with a Working Genius profile that supports Tenacity and Enablement, bringing both persistence and a strong desire to help others succeed.

Equipment Requirements

• Personal laptop or desktop computer, phone, and high-quality headset.
• Reliable high-speed internet connection suitable for daily remote work.
• Willingness to upgrade internet or devices if required.
• Willingness to follow any required device, security, monitoring, or data protection protocols related to sensitive information.

Benefits

Compensation & Benefits

• Competitive Salary
• Performance raises
• Remote work flexibility
• Opportunity to work with a diverse, dynamic team
• Career growth potential

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Main accountabilities of the Key Accounts Head will include: -

• Growing the client’s business while building the brand equity with the Key Accounts.
  Ensuring Achievement of Sales Volumes/Revenue and Operating Income for the entire range of the client’s Products within the assigned Chains – Beverages, Canned Fruits/Vegetables, Canned Juices, Cereals and Fresh Produce.
• Providing and implementing the Annual Business plans for all the assigned Key Accounts Chains.
• Drawing and Negotiate Joint Business Plans (JBPs) and supply agreements with Modern Trade Accounts
• Managing Demand Planning Accuracy – Ensure all Accounts/Stores fully stock the client range and categories per SKU and providing accurate sales forecasts.
• Managing Collection of Account Receivables in time from the assigned Key Accounts chains as per the trading terms.

REQUIREMENTS: -

The ideal candidate should meet the following requirements: -

• University degree in Commerce, Economics or Business Administration (with bias in Marketing) or an equivalent qualification. 
• Preferred 2 years working experience in a Fast Moving Consumer Goods environment.
• Demonstrate detailed understanding of the core sales capabilities of order generation, delivery, merchandising and account development.
• Pleasant, results oriented, hardworking, persuasive individual with excellent interpersonal and communication skills who is able to think strategically, and effectively present ideas in an organized manner.
• Individual who can demonstrate that he/she has lots of energy, drive, enthusiasm, positive mental attitude and track record of achievement.
• Must also hold a clean and valid driving license with 3 years of continuous driving
• Pleasant, results oriented, hardworking, and a team player who possesses excellent interpersonal and communication skills.
• Individual who can demonstrate that he/she has lots of energy, drive, enthusiasm, positive mental.       
• Attitude and track record of achievement.
• Able to conclude tasks in a timely manner and under little or no supervision.
• Well versed with MS Office with demonstrated ability to carry out data analysis and generate requisite reports.

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Key Duties

• Process customer orders accurately and efficiently
• Coordinate stock availability, deliveries, and order follow-ups
• Prepare quotations, invoices, delivery documents, and reports
• Liaise with customers regarding order status and updates
• Coordinate with internal departments to ensure timely order fulfillment
• Maintain accurate records within the ERP/CRM system
• Support customer service and after-sales coordination

Requirements

• Diploma or Degree in Business Administration, Supply Chain, or related field
• 2+ years' experience in order processing, sales administration, or customer service
• Fluency in Gujarati or Hindi is required
• Strong organizational and communication skills  
• Good computer knowledge, especially Microsoft Excel and ERP systems
• Experience using Odoo ERP is an added advantage
• Ability to work under pressure and manage   
• Multiple tasks efficiently