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 B2 B 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.

📌 Sales support analyst (Ciudad de México)
🏢 Keo Capital
📍 Ciudad de México