Sales Operations Management Coordinator
in a money exchange (FX) firm
ensures that the front-line sales team operates at peak efficiency
. They manage data, optimize sales tools, ensure strict compliance with remittance regulations, and bridge the gap between sales executives and back-office operations
Key Responsibilities
1. CRM & Data Management
- Maintain the CRM system to ensure accurate client tracking.
- Clean database records by removing duplicates or outdated information.
- Track sales pipelines to identify bottlenecks in client acquisition.
- Generate activity reports showing team performance against targets.
2. Process Optimization
- Standardize onboarding workflows for corporate and retail accounts.
- Automate repetitive tasks like sending standard rate sheets.
- Manage sales collateral ensuring teams have updated marketing materials.
- Train new hires on internal trading platforms and software. [1]
3. Sales Support & Compliance
- Pre-screen account applications for required Know Your Customer (KYC) documents.
- Coordinate with compliance to expedite approval for high-value clients.
- Resolve rate discrepancies between sales reps and the trading desk.
- Track commission structures to ensure accurate monthly sales payouts.
Key Requirements & Qualifications
Skills & Experience
- Experience: 4 years in sales operations, ideally within finance Sector
- Systems: Mastery of CRM platforms (e.g., Salesforce, HubSpot) and MS Excel.
- Regulations: Basic understanding of Anti-Money Laundering (AML) guidelines.
Soft Skills
- Organization: Exceptional multi-tasking skills to handle urgent sales requests.
- Analytical: Ability to spot trends and inefficiencies in raw data.
- Collaboration: Strong cross-departmental communication to unite sales and compliance.
