Analyst Sales Support (Fintech)

Location: Onsite in Taguig City, Metro Manila, Philippines

Company

hirify.global provides financial services focused on helping customers achieve financial freedom.

What you will do

• Support internal sales representatives and field partners throughout the sales process.
• Provide case-level service, including pricing and quote support, opportunity tracking in Salesforce, and prospecting reports.
• Coordinate client, plan, and account onboarding, including documentation, applications, electronic signatures, and compliance checks.
• Process proposals and paperwork, maintain accurate Salesforce records, and manage assigned tasks.
• Coordinate with underwriting, implementation, operations, sales, and other internal teams to resolve questions and move new business through implementation.
• Research products, plans, accounts, pricing, and support special projects related to internal sales campaigns.

Requirements

• Bachelor’s degree or equivalent experience in business, sales support, or a related field.
• 2+ years of experience in sales support, client service, or operations, preferably in financial services, retirement, employee benefits, Consumer Driven Healthcare, or a related field.
• Strong communication skills and a customer-first attitude.
• Proficiency in Microsoft Excel and CRM platforms; Salesforce experience is a plus.
• Detail-oriented approach and ability to manage multiple priorities in a fast-paced environment.
• Ability to learn and support multiple products, systems, processes, and operational requirements.
• Fluent English required.

Culture & Benefits

• Flexible work environment and fluid career paths.
• Internal mobility is encouraged and supported.
• Focus on purpose, well-being, work-life balance, and an inclusive environment.
• Opportunities to participate in community volunteering.