Sales Admin & Operations (Finance Industry)

Meyer Motors Pte Ltd; Kuala Lumpur; On-site; MYR 47,000 - 71,000; Full time

Job summary

Meyer Finance in Kuala Lumpur is seeking a Sales Admin & Operations specialist to support the sales team with admin processes and CRM management. Your work will shape conversions, reporting, and daily operations to help the team spend more time selling and less time on paperwork.

Responsibilities include managing daily lead intake, tracking CRM status, coordinating paperwork, and maintaining logs. Diploma or degree in business/finance is preferred and approximately two years in sales admin/ops

Qualifications

• Approximately 2 years of experience in sales administration or operations.
• Diploma or degree in business, finance, or related field preferred.
• Proven track record handling lead follow-up and document preparation.

Responsibilities

• Manage daily lead intake and follow-up, ensuring timely application to lenders.
• Track lead status in the CRM and prompt teams on overdue actions to keep pipelines healthy.
• Coordinate with sales to prepare customer paperwork and follow through to appointment setting.
• Maintain accurate contact logs and escalate blocking issues to the right owner.
• Assist with onboarding new sales hires on administrative tools and standards.

Skills

CRM usage

Lead follow-up

Document prep

Cross-team coordination

Time management

Communication

Education

Diploma or degree in business/finance

Tools

CRM system

Cloud storage tools

Job description

Sales Admin & Operations (Finance Industry)

Meyer Finance is a focused automotive financial services team that are highly specialized in automotive financing. We supports clients with clear processes and timely operations. We value reliable follow-up, and straightforward communication that keeps deals moving.

As the Sales Admin & Operations specialist, you will maintain and scale the systems and checklists that supports the sales team. Your work will shape conversions, reporting, and daily operations so our sales team spends more time selling and less time chasing paperwork.

Manage daily lead intake and follow-up, ensuring timely application to lenders

Track lead status in the CRM and prompt the team/clients on overdue actions to keep pipelines healthy.

Coordinate with sales to prepare customer paperwork and follow through until appointment setting.

Maintain accurate contact logs and escalat e blocking issues to the right owner.

Operations & Process Improvement

Implement checklists and templates to reduce errors in loan application packs and customer documents.

Suggest process experiments and track results to improve turnaround times.

Reporting & Administration

Maintain digital records, and version control for client files and contracts.

Support basic reconciliations between CRM records and finance entries to catch mismatches early.

Assist with onboarding new sales hires on administrative tools and standards.

Qualifications & Experience

Approximately 2 years of experience in sales administration or operations, preferably within financial services or lending.

Diploma or degree in business, finance, or related field preferred but not mandatory if experience aligns.

Proven track record handling lead follow-up, document preparation, and cross-team coordination.

Hard Skills & Knowledge

Experience using a CRM system for lead tracking and status updates.

Familiarity with basic financial terms, reconciliations, and administrative compliance needs.

Comfortable with digital document management and cloud storage tools.

Soft Skills & Qualities

Excellent self organization and time management to juggle multiple follow-ups and deadlines.

Clear written and verbal communication for handovers and stakeholder updates.

High level of professional responsibility and attention to detail when handling customer data.

Proactive attitude toward improving small processes and supporting the sales team.