Sales Support Specialist - Fintech
- Hong Kong
- Permanent
- Full-time
- Product & Process Training
- Deliver regular internal training to help the sales team understand our trading products, platforms, and internal procedures.
- Create user guides, FAQs, and onboarding materials for new sales team members.
- Technical & Product Support
- Act as the first point of contact for sales team inquiries related to product functionality or client-facing issues.
- Coordinate with product, tech, or operations teams to resolve technical questions or escalate bugs and issues.
- Workflow Clarification & Support
- Assist the sales team in understanding internal workflows including account opening, deposits, client verification, and trading operations.
- Help identify and suggest improvements to simplify sales-related processes.
- Sales Tools & Collateral
- Prepare and maintain updated support materials such as product comparisons, process diagrams, feature highlights, etc.
- Ensure that the sales team is equipped with the latest documents and tools for client presentations.
- Feedback Collection & Internal Coordination
- Gather product and operational feedback from the sales team and clients.
- Act as a communication hub between frontline sales and internal product/tech teams.
- Cross-departmental Communication
- Ensure timely coordination across multiple departments to support sales execution and client satisfaction.
- Track follow-ups and ensure smooth handovers for complex cases.
- Bachelor's degree or higher; majors in Business, Finance, Engineering, or Information Systems are preferred.
- 3 years of experience in sales support, product operations, middle office, or client service roles, preferably in fintech or financial services.
- Strong communication skills in English and Chinese
- Excellent problem-solving skills and logical thinking; able to work under pressure and manage multiple tasks.
- Comfortable using tools such as Microsoft Office, process mapping software, or CRM systems.