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 (Hub Spot 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 (Hub Spot 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.

📌 Remote Technical Application Assistant (Ciudad de México)
🏢 Keo Capital
📍 Ciudad de México