Job Description

Roles & Responsibilities

The role is responsible for executing corporate client acquisition, onboarding, activation and revenue activities for the Lulu Money digital platform. The role holder identifies and qualifies prospects, supports completion of onboarding requirements, enables platform activation and transactions, encourages repeat usage and maintains accurate activity and performance records in line with assigned targets and compliance requirements.

Accountability 1: Revenue achievement

• Deliver assigned monthly and annual revenue, transaction value and active-client targets through consistent prospecting and client follow-up.
• Maintain a current pipeline and activity plan aligned with assigned revenue and transaction objectives.
• Monitor performance across assigned prospects and clients, and follow up on inactive or low-activity accounts to support transaction growth.
• Submit accurate and timely activity, pipeline, revenue and forecast updates, and escalate performance gaps requiring support.
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Accountability 2: Customer acquisition

• Identify and approach prospective corporate clients across assigned segments, locations and approved business sources.
• Qualify leads and conduct approved outreach, client meetings, presentations and platform demonstrations.
• Explain the Lulu Money value proposition and onboarding requirements, and maintain timely follow-up with prospective clients.
• Obtain and submit accurate corporate information and documentation in accordance with approved communication, customer due diligence and onboarding requirements.
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Accountability 3: Activation and conversion

• Coordinate assigned corporate clients through onboarding, platform activation and completion of the first successful transaction.
• Track lead-to-onboarding and onboarding-to-active conversion and follow up promptly on outstanding client and internal actions.
• Encourage continued platform usage and repeat transactions, including approved re-engagement of inactive or low-activity clients.
• Address corporate client complaints and onboarding or platform issues through end-to-end coordination and promptly escalate complex documentation, technical or operational barriers.
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