Job Description
Who We Are
We are an AI-driven investment research startup serving global public equity markets. Our team consists of talent from top-tier AI companies and leading global hedge funds, building AI Agents and core infrastructure for fundamental investment research to define the next generation of the buy-side research workflow.
- ARR in the multi-million USD range, growing rapidly
- Clients include dozens of hedge funds across the US, UK, Hong Kong, and Singapore
- Backed by tier-1 USD venture capital funds
Our expert interview platform is live, producing 100+ analyst-led calls per month; our global institutional sales team is scaling rapidly across the US / UK / SG. We are hiring a solid Operations Specialist to run expert-network operations, sales operations, internal processes, and finance coordination — all in one role.
Key Responsibilities
1. Contract and Order Management
- Draft, review, coordinate approval and stamping, and maintain records of sales contracts and agreements.
- Track order entry, processing, shipment, and delivery schedules to ensure order accuracy and timely fulfillment.
2. Customer Relationship Management
- Assist with responding to customer inquiries and maintaining day-to-day customer relationships.
- Collect and organize customer information, establish and maintain customer databases, and conduct regular customer follow-ups to keep information up to date.
3. Sales Data and Reporting
- Prepare regular weekly, monthly, and annual sales reports.
- Analyze sales data, including sales target achievement rates and payment collection status, to provide data-driven support for sales decision-making.
4. Sales Administrative Support
- Coordinate cross-functional activities, including liaising with the Finance Department on invoicing and payment reconciliation, and working with Logistics and Operations teams to coordinate shipments and after-sales services.
- Assist in organizing and preparing for tenders, trade shows, and customer meetings.
5. Market Intelligence
- Collect and analyze information on competitors, market trends, and industry pricing to help the sales team evaluate market opportunities.
Qualifications and Requirements
1. Educational Background
- Bachelor's degree or above. A major in Marketing, Business Administration, International Trade, or a related field is preferred.
2. Professional Skills
- Proficient in Microsoft Office applications, particularly Excel (including PivotTables and VLOOKUP functions) and PowerPoint presentation preparation.
- Good understanding of business etiquette and strong communication skills.
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Key Skills
About Company
