Sales Operations Associate

1 day ago

Kuala Lumpur, Kuala Lumpur, Malaysia BID Operations Full time

BID Operations Kuala Lumpur City, Federal Territory of Kuala Lumpur, Malaysia

3 days ago Be among the first 25 applicants

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.
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.
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.
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 group chat with sales team leaders, ensuring clarity, respect, and problem resolution.
  • Handle any client interests conflicts or challenging communications among sales team leaders diplomatically.
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.
Requirements:
  • 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.
Benefits:
  • 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
Seniority level:

Entry level

Employment type:

Full-time

Job function:

Sales and Business Development

Industries:

IT Services and IT Consulting

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