Sales Support Executive

Experian; Kuala Lumpur; On-site; MYR 67,000 - 100,000; Full time

Job summary

Jora Malaysia is seeking a detail-oriented Client Success Executive to coordinate service delivery, maintain records, and support a high-quality client experience.

You will work with internal teams and clients on consent follow-ups, system upgrades, finance queries, Salesforce records, and client administration.

Qualifications

• Diploma or Bachelor degree in Business Studies/Administration/Management, Finance, Marketing, or related field.
• 1–3 years’ working experience in client success, sales support, account support, or similar client-facing coordination role.
• Familiarity with banking and fintech industry is an advantage.
• Excellent organizational skills and ability to manage tasks and follow up with internal teams.
• Detail-oriented mindset with accuracy in documentation and reporting.
• Clear written and verbal communication skills for internal coordination and updates.
• Ability to prepare slides and presentation materials when necessary.
• Proficiency in MS Office; Salesforce familiarity is an advantage.

Responsibilities

• Assist in drafting and coordinating agreements, proposals, and related documentation based on qualified discussions.
• Develop and maintain sales enablement materials, including guides, templates, and best practices.
• Manage administrative tasks and maintain records of proposals and client documentation to ensure compliance.
• Prepare proposals as needed and work with Account Managers to understand data requirements and timelines.
• Follow up on client consents and ensure documentation is completed accurately and on time.
• Coordinate and support client system upgrades and enhancements with internal teams.
• Work with finance and internal stakeholders to resolve billing or payment issues.
• Prepare and deliver accurate sales performance reports and business reviews to Leadership.
• Maintain data integrity in Salesforce with regular updates.
• Provide support for Client Due Diligence (CDD) and onboarding processes when needed.
• Ensure accuracy and attention to detail in all deliverables.

Skills

Coordination

Attention to detail

Communication

Documentation

Teamwork

Presentation

Multi-tasking

Discretion

Data tracking

Education

Diploma or Bachelor in Business/Administration/Management, Finance or Marketing

Tools

Salesforce

MS Office

Job description

Jora Malaysia will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

We are looking for a talented and detail-oriented Client Success Executive to support the smooth delivery of services to clients by coordinating operational follow-through, maintaining accurate records, and helping ensure a high-quality client experience. This role works closely with internal teams and clients to support consent follow-up, existing client system upgrades and enhancements, finance collection matters, Salesforce management, and client administration. The role requires strong coordination, attention to detail, and the ability to manage multiple priorities in a fast-paced environment.

What you’ll need to bring to the team

A positive attitude, willingness to learn, and a strong sense of responsibility for the work you take on.

Good organizational skills and the ability to manage tasks while following up effectively with internal teams.

A detail-oriented mindset with strong accuracy in documentation, reporting, and coordination.

Analytical thinking and comfort working with numbers, reports, and basic data tracking.

Clear written and verbal communication skills for internal updates, documentation, and stakeholder coordination.

The ability to prepare slides and presentation materials when required.

A proactive mindset, with the confidence to ask questions, raise issues, and seek clarification when needed.

The ability to work well in a team and support colleagues in achieving shared goals.

Willingness to adapt and remain organized in a fast-paced, operational environment.

Professionalism and the ability to handle confidential business matters with discretion.

What you’ll be doing

Support the Strategic Account Management Team after they have secured or initiated a business opportunity by assisting in drafting and coordinating agreements, proposals, and related documentation based on qualified sales discussions.

Assist in developing and maintaining sales enablement materials, including guides, templates, and best practices, to support internal consistency.

Manage administrative tasks and maintain accurate records of proposals, internal policy document, client access management and documentation to ensure compliance with internal processes and audit requirements.

Prepare proposals as needed and work closely with Account Managers to understand data requirements, timelines, and client needs.

Follow up on client consents and ensure all required documentation is completed accurately and on time.

Coordinate and support existing client system upgrades and enhancements by working with internal teams to track progress, manage timelines, and communicate key updates to clients.

Work closely with finance and internal stakeholders to resolve billing or payment-related issues.

Prepare and deliver accurate sales performance reports and business review to Leadership Team.

Maintain and validate data integrity in Salesforce, including regular updates to ensure the Best Practice Score is maintained.

Provide support to Sales Support teams in conducting Client Due Diligence (CDD) and assisting with client onboarding processes when needed.

Ensure accuracy and attention to detail in all deliverables.

More about you

Diploma or Bachelor of Degree in Business Studies/Administration/Management, Finance, Marketing or related field.

1 - 3 years’ working experience in client success, sales support, account support, or a similar client -facing coordination role.

Familiarity with banking and finance industry or fintech industry will be an advantage.

Excellent organizational skills and ability to manage tasks and follow up with internal teams.

Detail-oriented mindset with accuracy in documentation and reporting.

Clear written and verbal communication skills for internal coordination.

Ability to prepare slides and presentation materials when necessary.

Proficiency in MS Office (Word, Excel, PowerPoint).

Familiarity with Salesforce or other CRM systems will be an advantage.

Ability to adapt and stay organized in a fast-paced environment.