Senior Associate - Sales Operations

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.

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

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