Corporate Team Assistant

DNA Payments Group

. Cleanse, de-duplicate and organise internal databases and Salesforce records .

Posted 11/10/2026contractUnited KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates expertise in data management, automation, and process improvement, with a strong focus on Salesforce and Excel for analysis and reporting. Capable of supporting sales operations while ensuring compliance and data security.

Highest-signal resume keywords

Advanced Excel SkillsSalesforce CRM ManagementData Cleansing and AnalysisAutomation and AI Tools ExperienceKYC/KYB Compliance Knowledge

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

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

Hard Skills

Data CleansingData AnalysisSalesforce FlowsAutomated ReportingExcel LookupsPivot TablesProcess DocumentationPerformance ReportingRisk ManagementCompliance Processes

Soft Skills

Excellent OrganisationClear CommunicationAttention to DetailCuriosity and Willingness to LearnAdaptability

Tools & Technologies

SalesforceExcelAI ToolsGDPR ComplianceTemplates

Industry Keywords

Payments IndustryFintechFinancial ServicesOnboardingCommercial Information

About the role

Key responsibilities & impact

Cleanse, de-duplicate and organise internal databases and Salesforce records
Set and maintain data standards for prospects, merchants, contacts and opportunities
Maintain shared drives, templates and process documentation
Review team processes and recommend time-saving improvements
Build automation into workflows, including Salesforce flows, automated reporting, templates and AI tools
Contribute to AI projects by identifying use cases, testing and rolling out new tools
Run detailed Excel analysis on pipeline, merchant performance, pricing and market data
Produce weekly pipeline, activity and performance reports for the Heads of Sales and Account Management
Turn data into clear insights that help leaders and sellers prioritise
Support merchant application processing through Risk, Compliance and Underwriting
Chase outstanding KYC/KYB documents and track status to signature
Prepare proposals, pricing requests, presentations and handover packs for Account Management
Log and route inbound leads and track onboarding and go-live milestones
Handle merchant information in line with GDPR and data security policies
Support Marketing with campaigns, collateral, case studies and industry events
Coordinate team meetings, pipeline reviews, diaries and travel
Support other functions as priorities change

Requirements

What you’ll need

Experience in a sales support, operations, data or administration role
Advanced Excel skills – lookups, pivot tables, data cleansing and analysis
Experience working with a CRM, ideally Salesforce, and managing large datasets
Interest in, or experience of, automation and AI tools (e.g. Copilot, Claude or ChatGPT)
Excellent organisation and ability to manage multiple priorities for several stakeholders
Clear, professional written and verbal communication
Curiosity and willingness to learn the payments industry and business
Analytical mindset and sharp attention to detail
Interest in improving processes through AI and automation
Adaptability and willingness to support different functions as priorities change
Discretion and trustworthiness with confidential commercial and merchant information
Self-starter comfortable working remotely/hybrid with autonomy
Desirable: Experience in payments, fintech or financial services, or exposure to onboarding, KYC/KYB or compliance processes

Benefits

Comp & perks

Competitive Salary
Work related travel is expensed
25 days holiday per year
Dedicated in-house Sales and Operations training programmes that support career development
DNA Day celebrating people and culture
Support for wider community initiatives and commitment to equality, inclusion, and diversity