Sales Operations/ Client Support Specialist

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