We are looking for a highly organized and proactive Sales Support Analyst to support our sales team in Mexico City . This role is essential to ensuring the efficiency of our commercial operations, enabling Sales Executives to focus on client acquisition and relationship management.

You will act as a key partner to the sales team, supporting deal flow, managing client documentation, coordinating communications, and maintaining CRM data integrity in a fast-paced fintech environment.

Key responsibilities

- Provide day-to-day operational support to Sales Executives;
- Assist in managing the sales pipeline and tracking opportunities;
- Prepare sales materials, proposals, and client-facing documentation;
- Support outbound and inbound client communications;
- Coordinate meetings, client calls, and follow-ups;
- Track client onboarding progress and ensure timely completion of documentation;
- Monitor pending items and proactively follow up with clients and internal stakeholders;
- Ensure a smooth handoff between sales, underwriting, and operations teams;
- Maintain accurate and up-to-date records in CRM (HubSpot or similar);
- Generate reports on sales performance,



pipeline health, and KPIs;
- Analyze data to identify trends and opportunities for process improvemen
- Organize commercial information and documentatiot;
- Support internal reporting and business reviewn;
- Assist with process documentation and continuous improvement initiatives;
- Ensure compliance with internal policies and regulatory requirements;

Requirements:

- Bachelor’s degree in Business Administration or related field;
- Minimum of 2 years of experience in sales support, sales operations, or administrative roles;
- Experience in B2B environments, preferably in fintech, financial services, or lending;
- Experience with CRM tools (HubSpot preferred);
- Strong proficiency in Microsoft Excel and Office Suite;
- Ability to manage and analyze data efficiently;
- High sense of urgency and ability to manage multiple priorities;
- Excellent communication and interpersonal skills;
- Problem-solving mindset with strong decision-making ability;
- Proactive, hands-on, and results-oriented.

📌 Sales Support Analyst (México)
🏢 Keo Capital
📍 México