Sales Support Coordinator
ConveraRemotely
salesforcereportingclient managementpaymentsfinancial marketsms officefx
Job Description
📋 Description
- Provide day-to-day operational support to the sales team, ensuring client requests, internal tasks
- Resolve client and operational issues by coordinating with the right teams and escalating when
- Collaborate with Sales, Operations, Legal, Finance, Product, Privacy, and Risk to keep client/deal
- Accurately book deals, ensuring trades and transactions are entered correctly in systems.
- Track client information and expiries, flag upcoming dates to teams and clients for timely actions.
- Support payment and settlement activity, resolving exceptions and ensuring timely funds movement.
🎯 Requirements
- Administrative, customer service, sales support, or operations experience.
- Familiar with Salesforce/CRM and MS Office; quick to learn new platforms.
- Basic understanding of payments and/or FX processes (training provided).
- Some familiarity with financial markets/instruments (spot, forwards) is helpful; willingness to
- Proactive, ownership mindset with strong communication and problem-solving skills.
- Well organized with ability to juggle multiple tasks and deadlines.
🎁 Benefits
- Competitive salary
- Great career growth and development opportunities
- Corporate benefits