03 ago
|
MyOutDesk
|
Lima
We're currently hiring for a client in the financial services space who needs a driven, people-first professional to support their growing operations.
This is a hybrid Sales + Operations role for someone who loves connecting with people, stays organized, and thrives in a fast-moving environment. You'll split your time between outbound outreach and relationship-building (approx. 60%) and keeping internal operations running smoothly (approx. 40%).
You don't need a finance degree or a background in banking — but you should be comfortable in environments where accuracy, follow-through, and professional communication matter. We're looking for someone who has ideally supported financial operations or transaction-based workflows in a remote or BPO setting: think accounts support, billing operations, client account management, or back-office financial processes. What matters most is that you're a confident communicator, CRM-savvy, and motivated to help a busy professional stay focused on growth.
Key Responsibilities
Sales & Outreach (60%)
- Reach out to existing contacts for relationship follow-up and re-engagement
- Prospect and connect with potential referral partners via phone, email, and other channels
- Schedule and confirm meetings; send calendar invitations
- Log all activity (calls, emails, outcomes) in the CRM with clean, accurate notes
- Escalate hot leads and flag time-sensitive opportunities immediately
Operations & Admin Support (40%)
- Manage and organize files, documents, and records using internal platforms
- Draft and send professional communications on behalf of the team
- Maintain up-to-date pipeline tracking and deliver regular status reports
- Follow up on outstanding items and keep workflows on track
- Identify gaps and recommend process improvements proactively
Requirements
- 3+ years in a sales support, customer service, admin, or operations role
- Stable work history: no more than 3 employers in the last 3 years
- U.S.
Ecosystem Experience: Prior experience working within or for North American business structures is a must.
- Language: Fluent English and Spanish (clear, professional verbal and written skills). Professional written English — you'll be drafting client-facing communications
- Strong outbound communication skills — comfortable picking up the phone
- CRM experience (any platform); organized and detail-oriented
- Able to manage multiple priorities without dropping the ball
- Familiarity with tools like Zoom, Slack, Google Workspace, or Microsoft Office
- Ability to work full-time in our San Isidro office
Nice to Have
- Experience in financial services, real estate, insurance, or any service-based industry
- Background in BPO environments supporting financial accounts, billing, or transaction workflows
Benefits
- Salary: Competitive monthly salary (S/ 2,500 - S/ 3,000) with a full-time contract since day one
- Private Health Insurance coverage (RIMAC EPS)
- Benefits: All Peruvian legal benefits (Gratificaciones, CTS, Vacaciones)
- Stable employment in a growing international company
- Career advancement opportunities within MOD
Why Join MOD?
- You'll be working directly with a senior professional who needs a right-hand person to help drive growth and keep operations tight. If you're the kind of person who takes ownership, communicates proactively, and likes seeing the direct impact of your work — this role is for you
- Build long-term job stability. You're not a seat in a campaign — you're a direct extension of a U.S. business that knows your name, values your work, and is built for the long term
IMPORTANT: Please ensure to upload your CV in English.
📌 PE - Client Outreach & Operations Assistant (Sales Admin) (Lima)
🏢 MyOutDesk
📍 Lima