Sales Operations Support Consultant

Responsibilities

• Provide end-to-end administrative support throughout the application process, ensuring documentation is verified and uploaded for Credit Risk assessment
• Work closely with Relationship Managers to resolve customer queries and operational bottlenecks
• Manage post-disbursement administrative requirements and assist existing clients with account queries
• Act as the first line of support for product-related technical queries
• Maintain active funding facilities by collecting updated financial information such as bank statements and VAT returns
• Monitor and update credit files to ensure portfolio health and readiness for exposure reviews
• Audit and refresh client documentation to ensure compliance with internal and regulatory standards

Requirements

• 2–3 years of experience in sales support, operations, or administrative roles
• Experience within financial services or a startup environment preferred
• Matric with Mathematics
• Diploma or Certificate in Finance is highly desirable
• Familiarity with business documentation (SARS, B2B contracts) and payment gateways
• Proficiency in CRM platforms such as Zendesk or Salesforce
• Strong attention to detail and professional communication skills

About the Company

Lula provides B2B financial solutions, acting as the connective tissue in the sales and funding cycle to enable business growth.