Sales Operations/ Client Support Specialist

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

• Prepare proposals, service agreements, and onboarding documentation
• Track and manage sales pipeline and client opportunities
• Support data collection for risk assessment and underwriting
• Draft and send emails, follow-ups, and client communications
• Ensure timely responses to high-priority requests
• Coordinate with internal teams to ensure a smooth onboarding experience
• Verify contracts and documentation comply with internal policies
• Maintain accurate records in CRM systems (e.g., Salesforce)
• Ensur...