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Making Calls and Enrolling Suppliers:
- Make outbound calls to recruit suppliers into customers' virtual card programs, clearly explaining the program and addressing questions.
- Handle objections professionally using knowledge of virtual card payments, not just a script.
- Guide suppliers through enrollment and send written follow-up with next steps.
Retaining Suppliers and Improving Processes:
- When a supplier considers leaving, educate them on program options to retain their participation.
- Capture reasons suppliers give for leaving so the team can refine its approach.
- Share feedback on scripts, common objections, and process improvements.
Meeting Performance Goals and Following Procedures:
- Meet team goals for calls, enrollments, unenrollments after first payment, and retention percentage.
- Log every call and outcome accurately in Salesforce.
- Follow documented procedures and compliance requirements, including call recording disclosures.
Onesource Virtual
OneSource Virtual delivers compliant, in-tenant technology and expert services to automate payroll, taxes, and benefits for Workday customers. With over 1,600 customers and $250+ billion in annual treasury movement, the company fosters a values-based culture with upward mobility and professional development.