Sales Operations Executive

Industry: AI Technology / Investment Research / SaaS

About the Company

Our client is a fast-growing, venture-backed AI technology company transforming the way global investment professionals conduct fundamental research.

Serving institutional clients, including hedge funds and investment firms across the US, UK and Asia, the company develops AI-powered research solutions to enhance investment workflows and decision-making.

As the business continues to expand internationally, they are seeking a proactive and detail-oriented Sales Operations Specialist to support commercial activities, streamline internal processes and ensure smooth day-to-day operations.

Key Responsibilities

Sales Operations & Contract Administration

• Prepare, coordinate and maintain sales contracts, agreements and commercial documentation.
• Support order processing, contract approvals and accurate record-keeping.
• Monitor sales activities and ensure timely administrative follow-ups.

Sales Reporting & Data Management

• Maintain accurate customer records, sales databases and CRM information.
• Prepare weekly, monthly and annual sales reports.
• Track sales performance, revenue targets and payment collection status.
• Analyse sales data and provide insights to support business decisions.

Finance & Cross-Functional Coordination

• Liaise with Finance on invoicing, payment tracking and reconciliation.
• Coordinate with internal teams to ensure smooth execution of commercial activities.
• Follow up on outstanding documentation, approvals and operational matters.

Business & Sales Support

• Provide day-to-day operational support to the regional sales team.
• Assist with customer onboarding, account administration and business correspondence.
• Coordinate customer meetings, presentations and sales-related activities.
• Conduct basic market research on competitors, industry trends and pricing.

Requirements

• Bachelor's degree in Business Administration, Marketing, Finance or a related discipline.
• Previous experience in sales operations, sales support, business operations or commercial administration.
• Prior experience in SaaS, technology, fintech or financial services would be advantageous.
• Proficient in Microsoft Excel, including PivotTables and VLOOKUP, and PowerPoint.
• Strong organisational, coordination and communication skills.
• Detail-oriented, resourceful and able to manage multiple priorities.
• Proactive, switched-on and able to work independently with minimal supervision.
• Comfortable working in a fast-paced, growing organisation.

Why Join?

• Opportunity to be part of a rapidly growing AI technology company.
• Exposure to international institutional clients and regional business operations.
• Broad responsibilities across sales operations, commercial administration and finance coordination.
• Dynamic, collaborative environment with opportunities to grow alongside the business.

Interested candidates are welcome to apply with an updated CV.

Please note only shortlisted candidates will be contacted.

Shirley Tan (EA Licence Number: 25S2710 /Registration ID: R21103665)