At Befree, I analyzed market trends and identified business opportunities for SuperRecords, the Australian Mortgage B2B division. I managed sales pipeline data in Zoho CRM and maintained reporting dashboards using Excel and Power BI.
I coordinated with operations and technology teams to streamline client onboarding workflows and maintain documentation. My work also included evaluating business performance metrics through real-time sales reporting.
At Origin Insurance Brokers, I acquired corporate clients and managed account portfolios. I handled client relationships from requirements gathering through solution design, pitching, and execution, and prepared weekly MIS reports and client variance analysis.
