We are seeking a proactive and detail-oriented Sales Support Agent to join our team. This role is ideal for someone with a background in sales, operations, and banking/lending, who thrives in a fast-paced, client-focused environment. You’ll play a key role in supporting the sales team, streamlining operational processes, and ensuring a seamless experience for clients throughout the sales cycle.

Job Responsibilities

Customer Interaction: Respond to customer enquiries and provide timely and accurate information regarding our products and services.
Order Processing: Ensure all sales orders are processed efficiently and accurately, coordinating with relevant departments to meet customer requirements.
Sales Coordination: Assist the directors in scheduling meetings, preparing sales presentations, and managing sales documentation.
Database Management: Maintain and update customer databases, ensuring all information is current and accurate.
Lead Generation: Compile and manage lists of potential clients, assisting the sales team in identifying and pursuing new business opportunities.
Reporting: Generate and analyse sales reports, providing insights and recommendations to improve sales performance.
Administrative Support: Handle various administrative duties, including data entry, filing, and managing correspondence.
Policy Management: Oversee the implementation and management of company policies, ensuring compliance and efficiency.
Expense Management: Track and manage expenses, ensuring accurate reporting and adherence to budget guidelines.
Investor/Advisor Liaison: Act as a point of contact for lenders and advisors, managing communications and follow-ups.
Invoice Management: Chase up invoices and ensure timely payments.
Onboarding: Assist in the onboarding process for new clients, lenders and investment partners.
Enquiry Follow-Up: Follow up on enquiries, ensuring timely and effective responses.
HubSpot Management: Track all communications in HubSpot, ensuring data is accurate and up-to-date, and maximizing the use of the platform.
Outreach Support: Assist in email campaigns and other outreach activities to engage potential clients.
Client Onboarding: Manage the onboarding process for new clients, including AML policy and KYC procedures.
Diary Management: Manage the diaries of the sales team, scheduling appointments and ensuring efficient time management.
Required Skills & Experience

Proven experience in sales support, banking/lending, or financial operations
Strong organisational skills and attention to detail
Excellent written and verbal communication skills
Ability to work independently and manage multiple priorities
Proficiency with CRM systems and Microsoft Office (particularly Excel and Outlook)
A customer-first mindset with a professional and approachable manner
Preferred Qualifications

Education: Bachelor’s degree in Business Administration, or a related field.
Experience: Minimum of 2 years of experience in a sales support or customer service role.
Benefits & Perks

Innovative Environment: Be part of a forward-thinking company at the forefront of innovation.
Professional Growth: Opportunities for career development and advancement within the company.
Collaborative Culture: Work with a supportive and dynamic team dedicated to achieving excellence.
Working Type: Onsite
Location: Cape Town