Platform Trainer-6 months Contract (AU Finance, Office-based) at Connectly

Mandaluyong, Metro Manila, Philippines

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Not SpecifiedCompensation

Mid-level (3 to 4 years)Experience Level

Full TimeJob Type

UnknownVisa

Finance, MortgageIndustries

Requirements

Proven experience as a mortgage broker, platform trainer, or CRM coach within residential lending
Understanding of Salestrekker 2.0 (or similar equivalent platform offered by other aggregators) and its application in residential mortgage broking businesses
Strong communication and presentation skills; able to simplify complex concepts for brokers
Ability to work autonomously as a contractor and manage your own schedule
Experience creating training resources (written, video, or interactive)
Certificate IV in Finance and Mortgage Broking or equivalent (desirable)
Comfortable with remote training technology and digital communication tools

Responsibilities

Design and deliver training programs (virtual and in-person) tailored to residential mortgage brokers, focusing on the full suite of Salestrekker 2.0 features and best practices for home loan origination and client management
Coach brokers one-on-one and in groups, ensuring they can efficiently use Salestrekker 2.0 for workflow automation, compliance, and client service in residential lending
Develop user guides, video tutorials, and FAQs to support ongoing learning and adoption of new Salestrekker 2.0 features
Act as a subject matter expert, providing feedback to our team on broker challenges and platform improvement opportunities
Track and report on training outcomes, identifying further coaching needs
Deliver engaging, practical training sessions that address brokers’ real-world challenges in residential lending
Guide brokers through Salestrekker 2.0’s automation, workflow, and client management tools, with a focus on residential mortgage processes
Support brokers in configuring lender settings and compliance workflows for residential loans
Troubleshoot platform issues and provide actionable solutions

Skills

Key technologies and capabilities for this role

Salestrekker 2.0Mortgage BrokingResidential LendingCRM CoachingTraining DeliveryVideo TutorialsUser GuidesCompliance WorkflowsWorkflow AutomationClient ManagementRemote TrainingPresentation Skills

Questions & Answers

Common questions about this position

What is the salary for this Platform Trainer position?

This information is not specified in the job description.

Is this role remote or office-based, and what is the work arrangement?

The position is hybrid, with office-based requirements as indicated by the title, and involves both virtual and in-person training.

What skills and experience are required for this role?

Proven experience as a mortgage broker, platform trainer, or CRM coach in residential lending is required, along with understanding of Salestrekker 2.0, strong communication and presentation skills, ability to work autonomously, and experience creating training resources.

What is the company culture like at ConnectOS?

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

What makes a strong candidate for this Platform Trainer role?

A strong candidate has proven experience as a mortgage broker, platform trainer, or CRM coach in residential lending, deep knowledge of Salestrekker 2.0, strong communication skills, autonomy, and experience creating training resources; Certificate IV in Finance and Mortgage Broking is desirable.

Connectly

AI-powered marketing automation for e-commerce

About Connectly

Connectly.ai automates sales and marketing for e-commerce businesses through its AI-powered platform, Sofia AI. This platform integrates with popular e-commerce systems like Shopify and Vtex, allowing for automated, personalized conversations with customers across various channels. Connectly.ai stands out by significantly reducing time spent on administrative tasks and improving the sales closing process. The company's goal is to enhance efficiency and sales for e-commerce businesses.

San Francisco, CaliforniaHeadquarters

2020Year Founded

$33.7MTotal Funding

SERIES_BCompany Stage

Consumer Software, AI & Machine Learning, Consumer GoodsIndustries

51-200Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Unlimited Paid Time Off

Flexible Work Hours

Remote Work Options

Company Equity

Risks

Increased competition from Alibaba's AI initiatives could overshadow Connectly's offerings.

Reliance on Shopify and Vtex poses risks if they develop their own AI solutions.

Rapid AI advancements require Connectly to continuously innovate to stay competitive.

Differentiation

Connectly.ai automates sales and marketing for e-commerce with AI-powered Sofia AI platform.

The platform integrates seamlessly with Shopify and Vtex, enhancing user experience and sales.

Connectly.ai supports over 20 languages, including local slang, for personalized customer interactions.

Upsides

Connectly.ai raised $20 million in Series B funding led by Alibaba in 2023.

The platform's AI-driven personalization boosts conversion rates and customer satisfaction.

Connectly.ai's multilingual support enhances global customer engagement and market reach.

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