Act as a key stakeholder in supporting the Sales team.
Manage relationships with partners to ensure alignment and mutual success across joint accounts.
Contribute to business development and account growth initiatives.
Support client-facing activities and maintain strong, trusted relationships.
Handle Purchase Orders (POs) with 3rd parties when needed, managing communication on behalf of operational clients.
Manage monthly and quarterly reconciliations and reporting of 3rd-party consumption.
Coordinate internal/annual risk assessments initiated by clients, ensuring forms are circulated and completed with input from Legal, Security, and Finance.
Support insurance policy renewals required by clients.
Provide assistance in preparing client dossiers (e.g., outsourcing documentation, BNR submissions).
Collaborate with Sales Leadership on forecasting, quota setting, territory design, and capacity planning.
Analyze and streamline sales workflows, remove friction points, and champion operational best practices.
Lead key sales ops initiatives from planning to execution.
Proactively propose and allocate client-facing actions (e.g., Business Continuity Plan updates).
Requirements
Professional experience in banking or financial institutions (strongly preferred).
Proven project management skills, with the ability to coordinate multiple stakeholders and meet deadlines.
Solid technical knowledge to understand SaaS product implications and 3rd-party integrations.
Strong analytical skills with attention to detail, particularly in reporting, forecasting, and reconciliations.
Excellent communication and collaboration skills, with ability to interact effectively across Sales, Legal, Security, Finance, and client teams.
Experience with CRM tools (e.g., Salesforce) and reporting platforms is a plus.
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