Sales Support Associate

3 weeks ago

Davangere, Karnataka, India CapitalXB Full time

Role:

We are actively seeking a dynamic and motivated individual to join our Team as a Sales Support Associate. This role is pivotal in driving customer transactions, sales support, revenue operations, customer acquisition activities and business strategy execution to fuel our growth objectives in the MSME lending space.

As a key member of our Revenue Ops Team, you will assist in transactional support, market research, business processes setup, sales performance analytics, and operational support to enhance sales efficiency and business outcomes. Additionally, you will work closely with the Business Head, providing insights and strategic support for key business decisions.

Key Responsibilities:

  • Transactional & Operational Support: Assist in execution of transactions, customer co-ordination, improvising processes, identifying & plugging loopholes to ensure business efficiency
  • Sales Support & Operations: Assist in setting up lead qualification metrics, sales SOPs, and CRM processes to streamline sales operations and ensure data accuracy.
  • Sales Analytics & Performance Tracking: Monitor sales pipeline, track performance metrics, generate reports, and provide actionable insights to optimize revenue generation.
  • Event Participation & Industry Networking: Plan and attend expos, trade shows, and B2B events to gain market intelligence and enhance brand visibility.
  • Client Engagement & Sales Coordination: Support the sales team by managing client interactions, coordinating meetings, and facilitating deal closures.
  • Strategic Outreach & Business Growth: Execute outreach campaigns (emails and targeted communication) and persistently follow up with prospects.
  • CRM & Data Management: Maintain and update CRM records with client data, meeting notes, and actionable insights.
  • Business Head Support: Assist in strategic initiatives, industry research, competitor benchmarking, and business development planning.

Requirements:

  • 2-8 years of experience in sales support, revenue operations, or business development catering to MSMEs, emerging corporates, preferably in the financial services segment
  • Experience in Sales support or Revenue Operations or Account Management catering to MSMEs will be highly preferred
  • Prior experience in MSME Loans, Business Loans, Transaction Banking, or Supply Chain Finance (SCF) is preferred.
  • Strong analytical skills with the ability to interpret sales data and optimize revenue processes.
  • Proficiency in CRM systems like Zoho, HubSpot, & other SaaS tools.
  • Excellent communication skills (written and verbal) and ability to engage with senior decision-makers.
  • High-volume outreach experience, strong persuasion skills, and resilience to handle objections.
  • Proactive, results-driven mindset with multitasking capabilities in a dynamic environment.

Location: Mumbai

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