Sales Associate

Skills

About the Role

You will be the crucial link between the sales team and the onboarding process, ensuring new client accounts move smoothly from closed deal to active status. You'll collect KYC documents and service agreements from clients right after a sale closes, then carefully review all paperwork for accuracy and completeness before handing it off to the Partner Solutions team. You'll act as the main point of contact between Sales and the onboarding teams, keeping everyone updated on account status, and you'll maintain accurate, real-time records in the CRM so the sales team always knows where things stand. You'll also follow up professionally with clients when information is missing or documents need clarification.

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
• Self-motivated, results-driven, and capable of working with minimal supervision with a strong customer service mindset

Responsibilities

• Collect KYC documents and service agreements from clients immediately after a sale is closed
• Review all submitted paperwork for accuracy and completeness before passing them to the Partner Solutions team
• Act as the main point of contact between Sales and the onboarding teams to track the status of new accounts
• Maintain updated records in the CRM to ensure the sales team has real-time visibility on onboarding progress
• Follow up professionally with clients to retrieve missing information or clarify document requirements