Position Key Goal
Support the OTC sales process by working with inbound and existing leads, participating in initial client discussions, and preparing complete client information for a smooth handover into onboarding.
The role is designed as a development position with exposure to the full client lifecycle. The Sales Assistant should gradually build enough understanding of the onboarding process to temporarily support Relationship Management activities during periods of absence.
Job functions
Participate in initial conversations and meetings with prospective clients together with the Sales team.
Follow up on inbound leads generated through digital sales channels.
Re-engage and work through existing / inactive leads in the sales pipeline.
Collect and structure key client information required to assess the opportunity and prepare the next steps.
Clarify the client’s business model, expected transaction flows, volumes, geography, and operational requirements.
Prepare a clear and complete handover brief for the Relationship Manager, Senior Sales and Head of OTC to launch the onboarding process.
Coordinate follow-ups with prospects and ensure that required information is collected in a timely manner.
Keep CRM records and client information accurate and up to date.
Learn the company’s products, OTC offering, payment flows, client requirements, and internal processes.
Develop a good understanding of the client onboarding process, including interaction with Compliance, Legal, and Finance.
Support onboarding activities when required and be able to temporarily cover routine Relationship Management tasks during vacation or sick leave.
Timely follow-up on inbound and existing leads.
Quality and completeness of client information collected.
Number of qualified leads progressed to the next stage.
Accuracy of CRM records and client documentation.
Quality of handover to the Relationship Manager.
Response time to client requests.
Development of product and onboarding process knowledge.
Ability to support routine onboarding activities when required.
Required experience and background
Up to 1–2 years of professional experience in Sales Support, Business Development, Account Management, Customer Support, FinTech, Payments, Banking, or a related field would be an advantage.
Previous experience in B2B communication would be an advantage.
Technical savvy.
Strong interest in sales, fintech, payments, and OTC.
Basic understanding of KYC / AML or financial services would be an advantage.
Comfortable working with CRM systems, client information, and structured follow-up.
Good organizational and time-management skills.
Strong attention to detail.
Fluent English language.
Strong willingness to learn and develop professionally.
Clear and professional communicator.
Proactive and responsible.
Client-oriented.
Well organized and detail-focused.
Team player.
Problem-solver.
Comfortable asking questions and taking feedback.
Able to gradually take more ownership and responsibility.
Remuneration Package
Competitive base salary.
Remote work model with flexible hours.
Endless opportunities for professional growth.
Company Overview
Advanced Payment Solutions (APS) is a next-generation payment service provider, driving fintech innovation across global markets. Backed by multiple financial licenses and extensive international coverage, APS delivers secure, fast, and scalable payment processing and OTC solutions. Trusted by global players, APS partners with tier-1 digital currency exchanges, liquidity providers and well-recognized traditional banks to bridge the gap between digital assets and traditional finance, enabling seamless cross-border financial operations.