Sales Operations/ Client Support Specialist
Description
Sales & Operations Support Associate – (On-site)
🕒 Schedule: Monday to Friday | 8:00 AM – 5:00 PM (COL Time)
💼 Employment Type: Full-time
🌎 Language: Advanced English (C1 required)
About the Role
We are looking for a highly organized and proactive Sales & Operations Support Associate to support our sales team, business consultants, and clients.This role plays a key part in ensuring seamless coordination across business development, client communication, and operational processes, enabling the sales team to focus on growth and revenue generation
Key Responsibilities
Sales & Business Support
- Prepare proposals, service agreements, and onboarding documentation
- Track and manage sales pipeline and client opportunities
- Support data collection for risk assessment and underwriting
Client Communication & Coordination
- Draft and send emails, follow-ups, and client communications
- Ensure timely responses to high-priority requests
Operations & Onboarding
- Coordinate with internal teams to ensure a smooth onboarding experience
- Verify contracts and documentation comply with internal policies
CRM & Data Management
- Maintain accurate records in CRM systems (e.g., Salesforce)
- Ensure data integrity, organization, and accessibility
Requirements
✅ 1–3 years of experience in sales support, operations, or administrative roles
✅ Strong skills in Microsoft Office and CRM tools (Salesforce preferred)
✅ Advanced English communication skills (C1)
✅ Excellent organizational and time management abilities
✅ Ability to manage multiple priorities in a fast-paced environment
✅ High attention to detail and compliance mindset
✅ Strong interpersonal and communication skills
✅ Proactive and solution-oriented approach
Nice to Have
- Experience supporting sales or PEO-related environments
- Familiarity with tools like ClientSpace