Sales & CRM Operations Assistant (20h/week)

Sales & CRM Operations Assistant (Part-Time – 20h/week)

Top Finance – French Financial Training Provider

Remote | 4 hours per day (Monday to Friday)

About Top Finance

Top Finance is a leading financial training provider specializing in prestigious international certifications such as CFA, CAIA, and FRM.
We work with finance professionals, banks, asset managers, and institutions across Europe, helping them prepare for high-level professional exams.
We are growing and looking for a structured, reliable, and proactive freelance assistant to support our sales and operational processes.

Role Objective

Your mission is to ensure smooth and efficient management of sales-related emails, client requests, and CRM follow-up.
You will play a key operational role in making sure no opportunity is missed and every client receives a professional and timely response.

Main Responsibilities

1?? Sales Inbox Management
(Internal email: ----------
- Monitor and manage the shared sales inbox daily
- Ensure **every email is processed and answered**
- Generate and send:
- Commercial quotes (devis)
- Training agreements (conventions)
- Answer client questions professionally (excluding HR-level discussions)
- Identify sales opportunities within email exchanges
- Escalate complex cases when necessary

2?? CRM Management (Notion-based CRM)
- Create new opportunities for each incoming request
- Enter and update client information in the database
- Maintain clean and accurate records
- Track deal status and update pipeline stages
- Ensure data completeness and consistency

3?? Opportunity Follow-Up
- Follow up with prospects who have not responded
- Relaunch pending quotes
- Track agreement signatures
- Ensure smooth handover once sale is confirmed

4?? Website Cart Recovery
- Follow up on abandoned carts
- Contact prospects who started registration but did not complete payment
- Identify potential obstacles and provide assistance

Profile Requirements
We are looking for someone who is:
- Fluent in English
- Highly organized and detail-oriented
- Comfortable working with structured processes
- Strong written English communicator
- Proactive and able to follow up without constant supervision
- Comfortable with CRM tools (experience with Notion is a plus)
- Comfortable generating invoices and commercial documents
- Reliable and consistent in daily execution

Nice to Have:
- Previous experience in sales operations or virtual assistance
- Experience working with European clients
- Basic understanding of finance or professional training industry
- No need to speak French

Working Conditions
- 4 hours per day (Monday to Friday)
- 20 hours per week
- Fully remote
- Long-term collaboration preferred
- Clear SOPs and processes already in place

Why Work With Us?
- Clear, well-defined, and repeatable tasks
- Existing and well-documented processes
- Professional and structured environment
- Growing international company
- Long-term collaboration opportunity
- Ideal role for an organized freelance profile who enjoys operational excellence