We are seeking a Sales Operations Associate to join our team. The role requires a high level of attention to detail and problem-solving skills. The individual will be expected to provide efficient and proactive support to ensure smooth operations, maintain communication with internal and external teams, and handle operational challenges effectively.
Responsibilities
1. Documentation Management
Manage and organize various sales and client-related releases/documents, ensuring they are stored correctly and easily accessible.
Implement and follow checklists, standard Sales operations operating procedures, and document tracking systems to maintain operational efficiency and quality.
Regularly review documents, reports, and communications to identify errors or discrepancies and address them promptly.
Regularly update internal stakeholders on documentation status, including risks, timelines, and necessary changes.
Provide training or guidance to team members and sales team on best practices.
2. Communication with Sales Team Leaders (Proficient Bilingual – English & Mandarin)
Collaborate with the sales team in both English and Mandarin to resolve operational issues, clarify processes, and maintain clear communication with Chinese clients.
Review, summarize, and distill complex legal, IT, or operational documents to communicate key points to the sales team.
Respond to special inquiries and requests in groups chat with sales team leaders, ensuring clarity, respect, and problem resolution.
3. Cross-Departments projects:
Coordinate cross-departmental projects, acting as a liaison between Sales, IT, Legal, Risk, and Compliance teams to ensure the seamless execution of initiatives.
Organize and facilitate meetings between relevant departments to gather requirements, share updates, and ensure alignment on project goals.
Track project milestones and deliverables, proactively identifying potential roadblocks and working with teams to find solutions.
4. Product Launch Support:
Participate in pre-launch activities for new products, including understanding and verifying product features, identifying potential issues, providing feedback, and verifying subsequent fixes.
Confirm product readiness for launch and assist in introducing new products to end-users through clear communication and support materials.
5. Case Management:
Take ownership of “Special case” management, including analyzing, replying to sales team, tracking, following up, and ensuring timely resolution of client issues or special requests.
Work with cross-functional teams (e.g., Backoffice, Risk, IT, Compliance, sales) to ensure all necessary steps are followed for case resolution, ensuring all cases are documented properly.
Handle any clients’ interests conflicts or challenging communications among sales team leaders diplomatically.
6. Leads Data Collection & Organization:
Organize leads data from various sources, ensuring accurate entry into CRM systems or databases.
Ensure all lead information (contact details, status, source, etc.) is categorized and updated regularly for easy tracking and follow-up.
Support the creation of lead reports, tracking conversion rates, lead status, and other key metrics to measure sales pipeline performance.
Ensure smooth handover of qualified leads to sales teams, keeping track of lead progress and providing updates as needed.
Work closely with sales and marketing teams to ensure lead data is aligned with campaign strategies and objectives.
- Bachelor's degree or equivalent experience finance, business operations, or a related field.
- Have 1 to 2 years experience working in the fintech industry , mainly supporting the Sales teams.
- Fresh graduates are welcome to apply.
- Proficient in both English and Mandarin, with strong written and verbal communication skills.
- Proficient in Microsoft Excel (VLOOKUP, XLOOKUP, basic PivotTables, etc.) and Word (formatting, tables, footnotes, etc.).
- Excellent time management and multitasking abilities, with a proven track record of prioritizing tasks, meeting deadlines, and managing concurrent responsibilities effectively in a fast-paced environment.
- Exceptional attention to detail and ability to handle tasks with precision.
- Leverage tools like AI, Excel, and other software to improve work efficiency, streamline processes, and enhance the quality of reports.
- Ability to think critically, problem-solve, and show initiative in seeking solutions.
