FUNCTIONS AND RESPONSIBILITIES

Business Development

• Ensure that client concerns are evaluated for opportunities, especially those not in scope of work.
• Ensure that all client inquiries are uploaded in BD system ().
• All noted issues or recommendations are addressed to the specific project owner or emailed to Customer Happiness Team (CHT) at for process or system improvement.
• Conduct CPS: 1) Compliance assessment, 2) Performance analysis and 3) Strategic development on all BD activities.
• Maintain good client relationship and promote other services, client may need.
• Participate in all companies sales and marketing activities such as KKK (Kapamilya, Kaibigan, Kakilala), RRR (Retain, Repeat, Refer) and other programs that will help generate additional clients/engagements

Project Management

• Ensure that all day to day tasks as agreed with client are done and align it with your weekly plan and daily To-Be-Achieved (TBA) approve by immediate superior. Daily TBA Plan (as encoded in the system – every 30 minutes) are forecasted a day before.
• Ensure that all time spent are charged to right TBA.

• Daily TBA Plan per Position Level (as encoded in the system):

• Experienced Associate/Associate – every 30 minutes

• Ensure that all output, summaries and reports are submitted on or before the suggested deadline.
• Ensure that Pajamas Brand of Service is being implemented.
• Ensure that all client files are properly archived in database and hardcopies are safely labeled and kept.
• Ensure that Next Big Thing (NBT) Productivity are encoded every 30 minutes in DashSuccess ().

• Ensure that all the financial reports are disseminated to the authorized personnel to preserve confidentiality with prompt actions in case there would be conflicts.
• Conduct CPS: 1) Compliance assessment, 2) Performance analysis and 3) Strategic development on all PM activities.

Staff Management

• Understand and be aligned with the mission, vision and beliefs of the firm.
• Ensure that all time spent and TBAs are charged to a specific project or engagement.
• Ensure to undergo coaching from immediate superiors every 30 minutes.
• Ensure to undergo at least once a month mentoring session from department superiors. Self-evaluation is encoded in DashMentor ()
• Know how to use all the system used by the group. (See list of systems in Annex A)
• Ensure to undergo all internal trainings and be certified. (See list of trainings and certifications in Annex B)
• Ensure to participate in every recreational/team building activities given by the Company to improve teamwork and camaraderie among the group
• Be updated with current standards and tax laws specially those that are needed by the client.
• Ensure to follow all company policies, rules and regulations.
• Conduct CPS: 1) Compliance assessment, 2) Performance analysis and 3) Strategic development on all SM activities.

Financial Management

• Ensure that all TBAs are charges to the right engagement or project.
• Ensure that all output is submitted on time for timely billing.
• Make follow ups on billings and expected timing of collections.
• Ensure that all liquidations/reimbursements are approved by immediate superior.
• Conduct CPS: 1) Compliance assessment, 2) Performance analysis and 3) Strategic development on all FM activities.

Changemaker (Self-Leadership)

• Conduct self-assessment on overall compliance, performance and strategic development.