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 responsibilitiesProvide 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 improvemenOrganize 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 (Monterrey)
🏢 Keo Capital
📍 Monterrey