coordinate client engagements, including meetings, demos, workshops, and the preparation of tailored presentations and sales materials to banking services clients
align agendas and communication across internal teams and client stakeholders to ensure smooth execution and consistent messaging
maintain and update CRM data (SAP Sales Cloud), ensuring accurate tracking of client information, sales opportunities, and pipeline status
manage proactive follow-ups on sales activities, support proposal and contract preparation, and ensure proper documentation and archiving
compile and structure sales figures, KPIs, and client insights to support reporting, analysis, and continuous improvement
What You Bring
experience in sales support or business operations, ideally within banking or financial services
strong ability to create professional client presentat...