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Job Description
- Coordinate with internal departments to support the Sales team in progressing client and prospect requirements.
- Document and coordinate responses across departments, ensuring that information requested by prospects or clients is consolidated and shared within agreed timelines.
- Follow up with stakeholders to ensure timely completion of activities.
- Maintain organized records of sales-related documents, client information, proposals, presentations, meeting notes, and correspondence.
- Maintain standard templates and documentation required by the Sales team.
- Track the end-to-end contracting process from commercial discussions through execution.
- Maintain a tracker of contracts, amendments, approvals, signatures, and pending actions.
- Coordinate and track KYB/KYC and client onboarding activities across relevant internal teams.
- Track onboarding milestones and ensure dependencies are addressed.
- Maintain accurate status trackers and provide regular updates to the Sales team.
- Identify bottlenecks and proactively follow up to unblock onboarding activities.
- Coordinate with Finance and Sales teams on invoicing requirements.
- Track invoice generation, submission, payment status, and outstanding actions.
- Follow up with internal and external stakeholders on payment-related issues.
- Maintain accurate records of invoices and payment status.
- Support Sales in resolving administrative or documentation-related payment queries.
- Support the Sales team in preparing for conferences, industry events, client meetings, and institutional engagements.
- Coordinate pre-approved post-event email follow-ups and ensure follow-up actions are tracked to completion.
- Conduct market and account research to support Institutional Sales and Business Development outreach.
- 3–5 years of experience in Sales Operations, Sales Coordination, Business Operations, Sales Administration, Commercial Operations, or a similar role.
- Experience in B2B SaaS, Fintech, Payments, Financial Services, Web3, Digital Assets, Custody, or Blockchain.
- Experience working with institutional or enterprise clients.
- Familiarity with CRM platforms such as Salesforce, HubSpot, Zoho, or similar.
- Strong written and verbal communication skills.
Skills
GoSOCISO 27001SalesforceHubSpotZohoComplianceTreasuryCRMBusiness DevelopmentCustomer SuccessOnboardingCommunicationTeamsIf a job posting appears fraudulent, asks for payment, contains misleading information, or violates our guidelines, please report it immediately. Our team will review it promptly, Jobaaj does not charge any fee from the applicants.
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