SALES SUPPORT EXECUTIVE

Full Time 

Banking and Finance

$3500 - $4500 monthly

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Job Description

Job Summary:

As a Sales Support Executive in a fast-growing Fintech organisation, you will play a key role in supporting the sales team by managing administrative tasks, preparing proposals and presentations, coordinating with internal departments, and ensuring a smooth pre- and post-sales process. Your support will help drive efficiency and enable the sales team to focus on client acquisition and relationship building.


Key Responsibilities:

  • Assist the sales team with preparing quotations, proposals, contracts, and presentations.
  • Coordinate with internal teams (e.g., product, compliance, finance, legal, and operations) to support deal closure and client onboarding.
  • Manage and maintain customer records in the CRM system, ensuring data accuracy and up-to-date sales pipeline tracking.
  • Schedule meetings, product demos, and follow-ups for the sales team.
  • Provide timely responses to client inquiries and assist in resolving any issues during the sales or onboarding process.
  • Track and report key sales metrics (e.g., pipeline status, deal progress, conversion rates).
  • Support marketing and lead generation initiatives, including campaign follow-ups and lead qualification.
  • Prepare internal reports and sales materials to support management decisions.
  • Monitor market trends and competitor activities to support strategic planning.
  • Assist in post-sales support and coordination when required, working closely with customer success teams.


Requirements:

  • Diploma or Bachelor’s degree in Business, Finance, Marketing, or a related field.
  • Minimum 1–3 years of experience in sales support, client servicing, or administrative roles, preferably in Fintech, Banking, or Technology sectors.
  • Proficient in MS Office (especially Excel and PowerPoint) and CRM software (e.g., Salesforce, HubSpot).
  • Strong written and verbal communication skills.
  • Meticulous, well-organized, and able to multitask effectively.
  • Self-motivated and capable of working independently in a fast-paced, evolving environment.
  • Team player with a proactive approach to problem-solving.

Preferred Qualifications:

  • Experience in Fintech or B2B financial software solutions is a strong plus.
  • Familiarity with financial products, digital payments, or regulatory processes.
  • Ability to understand basic financial concepts and communicate technical ideas clearly to clients.
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