Sales Operations Assistant – Toronto

Convera•Toronto, ON

16h•CA$50,000 - CA$90,000•Onsite

About The Position

Convera is seeking a Sales Assistant to provide dedicated, end-to-end operational support to our Go-to-Market (GTM) team. In this role, you’ll help the sales team run smoothly, handling operational and administrative tasks, supporting client requests, and helping connect Sales with other teams.

Requirements

A basic understanding of, or a strong interest in, payments and/or FX processes (full training will be provided).
Some familiarity with financial markets and instruments (e.g., spot, forwards, and options) is helpful, along with a willingness to learn how they are traded and settled.
Comfortable using everyday computer systems and tools (e.g., Salesforce/CRM and MS Office), with the aptitude to pick up new platforms quickly.
A proactive, can-do attitude and a willingness to take ownership of your 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.

Nice To Haves

Prior experience in an administrative, customer service, sales support, or operations role is preferred.

Responsibilities

Provide day-to-day operational support to the sales team, helping 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 colleagues across Sales, Operations, Legal, Finance, Product, Privacy, and Risk to help keep client and deal-related matters moving.
Accurately book deals, making sure trades and transactions are entered correctly in the relevant systems.
Track client information and expiries, proactively flagging upcoming dates to the team and clients so the right actions can be taken on time.
Support payment and settlement activity, helping to resolve exceptions and ensure funds move accurately and on time.
Help with account and user setup, including arranging client platform access and keeping records accurate and up to date.
Prepare customer reports and share accurate, timely information with clients and internal stakeholders.