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Convera

Sales Support Coordinator

Convera

. Provide day-to-day operational support to the sales team .

Posted 9/15/2026full-timeRemote • CanadaMid-LevelSenior💰 CA$50,000 - CA$70,000 per yearWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong operational support capabilities with a focus on client service, effective communication, and attention to detail in managing financial transactions and processes. Proficient in using CRM systems and Microsoft Office while maintaining accuracy and organization in a fast-paced environment.

Highest-signal resume keywords
Sales Support ExperienceClient-Focused Service OrientationProactive Problem-SolvingCross-Functional CollaborationTechnical Aptitude

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Salesforce/CRMMS OfficePayments ProcessesFinancial Markets KnowledgeData TrackingAccount SetupTransaction AccuracyReport PreparationOperational Process ManagementEscalation Management
Soft Skills
Clear CommunicationAttention to DetailTime ManagementOrganizational SkillsProblem-Solving
Industry Keywords
Financial InstrumentsClient RequestsOperational SupportSettlement ActivityRelationship Building

About the role

Key responsibilities & impact
  • Provide day-to-day operational support to the sales team
  • Ensure client requests, internal tasks, and deliverables are followed through to completion
  • Help resolve client and operational issues, working with the right teams and escalating where needed
  • Liaise with Sales, Operations, Legal, Finance, Product, Privacy, and Risk
  • Track client information and expiries, proactively flagging upcoming dates
  • Support payment and settlement activity, resolve exceptions, and ensure funds move accurately and on time
  • Help with account and user setup, including arranging client platform access
  • Keep records accurate and up to date
  • Prepare customer reports and share accurate, timely information with clients and internal stakeholders

Requirements

What you’ll need
  • Prior experience in an administrative, customer service, sales support, or operations role
  • Comfortable using everyday computer systems and tools (e.g., Salesforce/CRM and MS Office), with the aptitude to pick up new platforms quickly
  • Basic understanding of, or a strong interest in, payments and/or FX processes
  • Familiarity with financial markets and instruments (e.g., spot, forwards, etc.) is helpful
  • Willingness to learn how financial markets and instruments are traded and settled
  • Proactive, can-do attitude and willingness to take ownership of tasks
  • Clear, professional communication skills and confidence interacting with clients and colleagues
  • Good problem-solving skills and strong attention to detail
  • Well organized, with the ability to juggle multiple tasks and deadlines
  • Strong operational mindset with ability to manage end-to-end processes
  • Cross-functional collaboration and relationship building
  • Technical aptitude and willingness to learn new systems
  • Accuracy and attention to detail in financial transactions
  • Client-focused service orientation
  • Time management and prioritization skills
  • Proactive problem-solving and escalation management

Benefits

Comp & perks
  • Competitive salary
  • Great career growth and development opportunities in a global organization
  • Corporate benefits
  • Opportunity to work with a diverse, global team across 20+ countries
  • Fast-paced, innovative environment with a growth mindset
  • Inclusive culture that celebrates diversity and different perspectives
  • Full training provided on payments and FX processes
  • Health coverage
  • Retirement savings options
  • Paid time off
  • Wellness resources