Sales Support Executive

We are looking for a talented and detail-oriented Client Success Executive to support the smooth delivery of services to clients by coordinating operational follow-through, maintaining accurate records, and helping ensure a high-quality client experience. This role works closely with internal teams and clients to support consent follow-up, existing client system upgrades and enhancements, finance collection matters, Salesforce management, and client administration. The role requires strong coordination, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

What you’ll need to bring to the team

• A positive attitude, willingness to learn, and a strong sense of responsibility for the work you take on.
• Good organizational skills and the ability to manage tasks while following up effectively with internal teams.
• A detail-oriented mindset with strong accuracy in documentation, reporting, and coordination.
• Analytical thinking and comfort working with numbers, reports, and basic data tracking.
• Clear written and verbal communication skills for internal updates, documentation, and stakeholder coordination.
• The ability to prepare slides and presentation materials when required.
• A proactive mindset, with the confidence to ask questions, raise issues, and seek clarification when needed.
• The ability to work well in a team and support colleagues in achieving shared goals.
• Willingness to adapt and remain organized in a fast-paced, operational environment.
• Professionalism and the ability to handle confidential business matters with discretion.

What you’ll be doing

• Support the Strategic Account Management Team after they have secured or initiated a business opportunity by assisting in drafting and coordinating agreements, proposals, and related documentation based on qualified sales discussions.
• Assist in developing and maintaining sales enablement materials, including guides, templates, and best practices, to support internal consistency.
• Manage administrative tasks and maintain accurate records of proposals, internal policy document, client access management and documentation to ensure compliance with internal processes and audit requirements.
• Prepare proposals as needed and work closely with Account Managers to understand data requirements, timelines, and client needs.
• Follow up on client consents and ensure all required documentation is completed accurately and on time.
• Coordinate and support existing client system upgrades and enhancements by working with internal teams to track progress, manage timelines, and communicate key updates to clients.
• Work closely with finance and internal stakeholders to resolve billing or payment-related issues.
• Prepare and deliver accurate sales performance reports and business review to Leadership Team.
• Maintain and validate data integrity in Salesforce, including regular updates to ensure the Best Practice Score is maintained.
• Provide support to Sales Support teams in conducting Client Due Diligence (CDD) and assisting with client onboarding processes when needed.
• Ensure accuracy and attention to detail in all deliverables.

More about you

• Diploma or Bachelor of Degree in Business Studies/Administration/Management, Finance, Marketing or related field.
• 1 - 3 years’ working experience in client success, sales support, account support, or a similar client -facing coordination role.
• Familiarity with banking and finance industry or fintech industry will be an advantage.
• Excellent organizational skills and ability to manage tasks and follow up with internal teams.
• Detail-oriented mindset with accuracy in documentation and reporting.
• Clear written and verbal communication skills for internal coordination.
• Ability to prepare slides and presentation materials when necessary.
• Proficiency in MS Office (Word, Excel, PowerPoint).
• Familiarity with Salesforce or other CRM systems will be an advantage.
• Ability to adapt and stay organized in a fast-paced environment.