Key skills
SaaSCRMLeadershipProject ManagementCommunicationSales
About this role
Role Overview
- Manage and coordinate internal workflows, tasks, and documentation.
- Support operational processes across sales, onboarding, and delivery.
- Maintain internal systems, trackers, and reporting dashboards.
- Assist with scheduling, meeting coordination, and team logistics.
- Improve and streamline processes where possible.
- Assist with client onboarding and ongoing account administration.
- Coordinate between clients and technical teams.
- Track project progress and ensure deadlines are met.
- Prepare reports, proposals, and client documentation.
- Maintain and update CRM systems (e.g. HubSpot or similar).
- Ensure data accuracy across sales pipelines and customer records.
- Support sales team with admin, proposals, and follow-ups.
- Assist with invoicing, purchase orders, and expense tracking.
- Liaise with finance team on admin-related tasks.
- Support reporting on revenue, deals, and operational metrics.
- Provide ad hoc support to leadership and commercial teams.
- Assist in creating presentations, documents, and SOPs.
- Help coordinate marketing or outreach initiatives where needed.
Requirements
- 3–6+ years in operations, admin, or business support roles.
- Experience in a tech, SaaS, IT services, or startup environment highly preferred.
- Experience supporting remote/international teams.
- Strong organisational and multitasking ability.
- Excellent written and verbal communication.
- High attention to detail.
- Process-driven with a proactive mindset.
- Comfortable working across multiple systems.
- CRM systems (e.g. HubSpot).
- Google Workspace / Microsoft Office (especially Excel).
- Project management tools (Asana, ClickUp, Monday, etc.).