Sales Operations Associate

Job Description:

The role requires a high level of attention to detail and problem-solving skills. The individual will be expected to provide efficient and proactive support to ensure smooth operations, maintain communication with internal teams, and handle operational challenges effectively.

Key Responsibilities:

1. Documentation Management:
• Manage and organize various sales and client-related releases/documents, ensuring they are stored correctly and easily accessible.
• Implement and follow checklists, standard Sales operations operating procedures, and document tracking systems to maintain operational efficiency and quality.
• Regularly review documents, reports, and communications to identify errors or discrepancies and address them promptly.
• Regularly update internal stakeholders on documentation status, including risks, timelines, and necessary changes.
• Provide training or guidance to team members and sales team on best practices.
2. Case Management:
• Take ownership of “Special case” management, including analyzing, replying to sales team, tracking, following up, and ensuring timely resolution of client issues or special requests.
• Work with cross-functional teams (e.g., Backoffice, Risk, IT, Compliance, sales) to ensure all necessary steps are followed for case resolution, ensuring all cases are documented properly.
3. Leads Data Collection & Organization:
• Organize leads data from various sources, ensuring accurate entry into CRM systems or databases.
• Ensure all lead information (contact details, status, source, etc.) is categorized and updated regularly for easy tracking and follow-up.
• Support the creation of lead reports, tracking conversion rates, lead status, and other key metrics to measure sales pipeline performance.
• Ensure smooth handover of qualified leads to sales teams, keeping track of lead progress and providing updates as needed.
• Work closely with sales and marketing teams to ensure lead data is aligned with campaign strategies and objectives.

4. Communication with Sales Team Leaders (Bilingual – English & Mandarin):

• Collaborate with the sales team in both English and Mandarin to resolve operational issues, clarify processes, and maintain clear communication with Chinese clients.
• Review, summarize, and distill complex legal, IT, or operational documents to communicate key points to the sales team.
• Respond to special inquiries and requests in groups chat with sales team leaders, ensuring clarity, respect, and problem resolution.
• Handle any clients interests conflicts or challenging communications among sales team leaders diplomatically.

5. Cross-Department projects:

• Coordinate cross-departmental projects, acting as a liaison between Sales, IT, Legal, Risk, and Compliance teams to ensure the seamless execution of initiatives.
• Organize and facilitate meetings between relevant departments to gather requirements, share updates, and ensure alignment on project goals.
• Track project milestones and deliverables, proactively identifying potential roadblocks and working with teams to find solutions.

• Bachelor's degree or equivalent experience in finance, business operations, or a related field.
• Fluent in both English and Mandarin, with strong written and verbal communication skills.
• Proficient in Microsoft Excel (VLOOKUP, XLOOKUP, basic PivotTables, etc.) and Word (formatting, tables, footnotes, etc.).
• Exceptional attention to detail and ability to handle tasks with precision.
• Leverage tools like AI, Excel, and other software to improve work efficiency, streamline processes, and enhance the quality of reports.
• Ability to think critically, problem-solve, and show initiative in seeking solutions.
• Knowledge of FX trading concepts, including margin, leverage, and spread.

• Hybrid working arrangement
• Opportunities for enriching career growth, including exposure to regional contexts.
• Complimentary snacks and beverages available in the office pantry
• Healthcare coverage (medical, dental, optical), gym benefits
• Flexibility in smart casual dress code
• Young, vibrant and open work culture