Sales & Customer Success Assistant
About the role
We’re looking for an assistant to help the Sales and Account Management teams keep processes in order: maintain the pipeline, prepare client-facing materials, document agreements, support communications, and help the team close tasks faster.
This role is a great fit for someone who enjoys structure and accuracy, is comfortable with lots of communication, and wants to grow in B2B sales and client management in fintech.
Responsibilities
- Compile attendee lists for exhibitions and conferences; actively source leads and take initial actions on them.
- Capture agreements from internal and cross-team meetings (notes/minutes); track deadlines and ensure the team completes next steps.
- Collect and organize client information: basic research, preparing briefs/tables, and updating the knowledge base.
- Support reporting: pipeline, activity, and client results (weekly/monthly updates).
- Support internal processes: organize materials, templates, and folders; standardize documents and communications; monitor CRM field completion and data quality.
Requirements
- 1+ year of experience as an assistant/coordinator/sales operations specialist/support specialist (or strong motivation to enter B2B).
- Confident user of Google Workspace / MS Office (Docs/Sheets/Slides); accuracy in spreadsheets.
- Attention to detail, a structured approach, and ability to follow tasks through to completion.
- Strong communication and tact: professional written communication and handling client requests.
- Ability to work in a fast-paced environment and manage multiple tasks in parallel.
- English B2+ (email/meetings)
Nice to have
- Experience preparing presentations and/or commercial proposals.
- Basic understanding of B2B sales (pipeline, leads, qualification, follow-ups).
- Experience with CRM systems (HubSpot/Salesforce/Pipedrive/Bitrix24, etc.).
- Experience in fintech, payments, or B2B SaaS.
Our benefits:
- Flexible Work Options
Enjoy the freedom to choose your ideal work setting – whether it’s remote work with flexible hours or joining our vibrant offices in Poland, Georgia, Malta or Cyprus. Work where you feel most productive and inspired. - Health & Well-being Support
We prioritize your well-being. Our benefits include private health insurance, access to sports activities, and a comprehensive mental health support program to help you stay balanced and energized. - Professional Growth & Community
Join a team of experienced professionals and become part of a community of top specialists. We support your growth through free online English lessons, internal and external training, workshops, and opportunities to attend professional conferences. Here, you can develop, realize your potential, and contribute to the creation of a high-quality product that brings real value to users and businesses. - Generous Leave Benefits
Enjoy fully paid vacations, one additional personal day off, and four sick days per year – because your well-being matters. - Attractive Referral Program
Work alongside the best! Recommend skilled professionals you’d love to collaborate with and receive generous bonuses for every successful referral.