We are seeking a detail-oriented and dependable Sales Support Analyst to support our Sales Performance Department. The ideal candidate will focus primarily on data entry, report generation, and reporting accuracy to support business decisions.
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Key Responsibilities
- Audit and review recorded sales calls to assess quality, compliance, and adherence to company standards; provide structured feedback and escalate issues where necessary.
- Monitor daily sales team activity and ensure timely, consistent client engagement across all assigned accounts and pipelines.
- Maintain, update, and distribute accurate sales performance reports and tracking sheets using Excel on a daily, weekly, and monthly basis.
- Collaborate with the sales team to support outreach campaigns, follow-up workflows, and lead management activities.
- Manage and update client data within the CRM system (preferably CCRM Antelope), always ensuring data integrity and completeness.
- Identify operational gaps within the sales support function and proactively recommend process improvements.
- Support onboarding documentation, client audit trails, and compliance reporting as required.
- Liaise with internal departments including Compliance, Operations, and Finance to resolve client queries and escalate issues as needed.
Qualification Requirements
- Minimum 1 year of experience in the forex or broader financial services industry, preferably in sales operations, client services, or a related analytical/support function.
- Proficiency in Microsoft Excel, including formulas, pivot tables, data validation, and reporting tools.
- Hands-on experience with CRM platforms; CCRM Antelope experience is a strong advantage.
- Strong analytical mindset with exceptional attention to detail and accuracy under pressure.
