Sales Operations Assistant

Responsibilities

• Provide day-to-day operational and administrative support to the Go-to-Market (GTM) team to ensure smooth sales processes.
• Resolve client and operational issues by liaising with Sales, Operations, Legal, Finance, Product, Privacy, and Risk teams.
• Accurately book deals and ensure trades and transactions are correctly entered into relevant systems.
• Track client information and expiries, proactively flagging upcoming dates to the team and clients.
• Support payment and settlement activity, helping to resolve exceptions and ensure timely fund movement.
• Manage account and user setup, including arranging client platform access and maintaining accurate records.
• Prepare and share accurate customer reports with clients and internal stakeholders.

Requirements

• A basic understanding of, or a strong interest in, payments and/or FX processes.
• Familiarity with financial markets and instruments (e.g., spot, forwards, and options) is a plus.
• Proficiency with Salesforce/CRM and MS Office tools.
• Strong attention to detail and excellent problem-solving skills.
• Clear, professional communication skills for interacting with clients and colleagues.
• Highly organized with the ability to manage multiple tasks and deadlines simultaneously.
• A proactive, "can-do" attitude and a willingness to take ownership of tasks.

Preferred Qualifications

• Prior experience in an administrative, customer service, sales support, or operations role.

Benefits

• Competitive salary ($50,000 - $90,000 per year).
• Opportunity to earn a performance-based bonus.
• Great career growth and development opportunities within a global organization.
• Comprehensive corporate benefits, including health coverage and retirement savings options.

About the Company

Convera is a global leader in commercial payments that powers international business by moving money with ease. We provide tech-led payment solutions to help more than 26,000 customers globally grow with confidence. With a financial network spanning more than 140 currencies and 200 countries, we are experts in foreign exchange, risk, and compliance.