Sales and Customer Service Executive

Description

Position Summary: The Customer Service Executive manages the end-to-end experience of customers and prospects, ensuring clear and professional communication as the key point of contact. Key Highlights: 1. Manage the end-to-end experience of customers and prospects 2. Clear, organized, and professional communication 3. Key point of contact between the customer and the WORTEV ecosystem **Purpose of the Position** The Customer Service Executive is responsible for **managing the end-to-end experience of customers and prospects**, ensuring clear, organized, and professional communication throughout the entire process—from initial contact through post-engagement follow-up. This role serves as a **key point of contact between the customer and the WORTEV ecosystem**, guaranteeing accurate information flow, frictionless administrative execution, and trust-building, clarity, and continuity in every interaction. **Key Responsibilities** * Provide service to customers and prospects * Clearly explain WORTEV’s services and solutions * Timely follow-up with interested parties * Coordinate meetings with internal teams * Support administrative and contracting processes * Review, validate, and organize customer files * Ensure documentation is complete and properly structured * Conduct post-closing follow-up, including progress updates * Address questions, requests, or requirements * Maintain up-to-date information in CRM and databases **Day-to-Day Operational Functions** * Pipeline management and follow-up for customers * Control and organization of customer files * Distribution of information and informational materials * Tracking of pending items and response timelines * Coordination of schedules and meetings * Support in administrative processes * Continuous registration and updating of information in systems **Ideal ProfileEducation:** * Bachelor’s degree in Administration, Finance, Business, Commercial Relations, or related field **Experience:** * 2–5 years in customer service, banking, insurance, financial services, or administrative roles involving high-level client interaction **Key Skills** * Clear, professional, and structured communication * High level of organization and follow-up capability * Attention to detail * Prioritization ability * Customer service and experience orientation * Ability to manage multiple processes simultaneously **Tools and Systems** * CRM * Google Workspace * Document management tools * Internal communication platforms * Advanced Excel and database management **We Offer** * Base salary + commissions * Competitive salary with an attractive performance-based model * Commissions aligned with value generated * Statutory benefits * Major medical expense insurance * Life insurance Are you interested? **Apply now and become part of Mexico’s and the world’s evolution with WORTEV.** Employment Type: Full-time Salary: $12,000.00 – $17,000.00 per month Benefits: * Option for indefinite-term contract * Life insurance Language: * Advanced English (Mandatory) Work Location: Hybrid remote work in Cuauhtémoc, CDMX