Sales Assistant role focusing on client onboarding and KYC document coordination at a leading crypto brand in the Philippines. Collaborating with sales and onboarding teams to ensure efficient processes.
Responsibilities
Document Coordination: Collect KYC (Know Your Customer) documents and service agreements from clients immediately after a sale is closed.
Quality Control: Review all submitted paperwork for accuracy and completeness before passing them to the Partner Solutions team to prevent back-and-forth delays.
Liaison Work: Act as the main point of contact between Sales (Field or AM) and the onboarding teams to track the status of new accounts.
Pipeline Support: Maintain updated records in the CRM to ensure the sales team has real-time visibility on onboarding progress.
Client Communication: Professional follow-ups with clients to retrieve missing information or clarify document requirements.
Requirements
Bachelor’s degree in Business, Marketing, or any related field.
1–3 years of experience in sales, merchant acquisition, or business development — preferably in fintech, banking, or e-commerce.
Fresh graduates with strong potential and a positive, can-do attitude are also welcome to apply.
Ability to review complex data, identify discrepancies, and solve problems independently.
Excellent verbal/written communication and presentation skills. You should be comfortable speaking with various stakeholders.
Self-motivated, results-driven, and capable of working with minimal supervision. A strong customer service mindset is essential.
Benefits
Meaningful Collaborations - The successful candidate will work cross-functionally with other relevant teams to carry out implementations that will improve and create an impact on customer experience.
Scalable Growth - Be part of a fast-growing organization with the vision to expand its territories outside APAC which will provide opportunities for career advancement.
A Space For Bright Ideas - Let your bright ideas be converted into meaningful changes! Coins culture welcomes new ideas backed up by data to create an impact.
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