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.

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