About the Role
You will coordinate operational, administrative, documentation, research, and follow-up activities that support sales and business development. You will track contracts, client onboarding, invoices, payments, and sales actions; maintain accurate records and templates; coordinate stakeholders; conduct market and account research; and help resolve bottlenecks.
Requirements
•3–5 years of experience in sales operations, sales coordination, business operations, sales administration, commercial operations, or a similar role
•Experience in B2B SaaS, fintech, payments, financial services, Web3, digital assets, custody, or blockchain
•Experience with institutional or enterprise clients
•Familiarity with CRM platforms such as Salesforce, HubSpot, Zoho, or similar
•Strong written and verbal communication skills
Responsibilities
•Coordinate internal departments to progress client and prospect requirements
•Document and coordinate cross-department responses
•Follow up with stakeholders to complete activities on time
•Maintain sales documents, client information, proposals, presentations, meeting notes, and correspondence
•Maintain sales templates and documentation
•Track contracting from commercial discussions through execution
•Maintain trackers for contracts, amendments, approvals, signatures, and pending actions
•Coordinate and track KYB/KYC and client onboarding activities
•Track onboarding milestones and resolve dependencies
•Maintain status trackers and update the Sales team
•Identify and unblock onboarding bottlenecks
•Coordinate invoicing requirements with Finance and Sales
•Track invoice generation, submission, payment status, and outstanding actions
•Follow up on payment-related issues
•Maintain invoice and payment-status records
•Support payment-query resolution
•Support preparation for conferences, industry events, client meetings, and institutional engagements
•Coordinate post-event email follow-ups and track actions to completion
•Conduct market and account research for institutional sales and business development outreach
