PE - Client Outreach & Operations Assistant (Sales Admin) (Lima)

PE - Client Outreach & Operations Assistant (Sales Admin) (Lima)

03 ago
|
MyOutDesk
|
Lima

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

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