PE - Client Outreach & Operations Assistant (Sales + Admin)

We're currently hiring for a client in the financial services space who needs a driven, people-first professional to support their growing operations.

This is a hybrid Sales + Operations role for someone who loves connecting with people, stays organized, and thrives in a fast-moving environment. You'll split your time between outbound outreach and relationship-building (approx. 60%) and keeping internal operations running smoothly (approx. 40%).

You don't need a finance degree or a background in banking — but you should be comfortable in environments where accuracy, follow-through, and professional communication matter. We're looking for someone who has ideally supported financial operations or transaction-based workflows in a remote or BPO setting: think accounts support, billing operations, client account management, or back-office financial processes. What matters most is that you're a confident communicator, CRM-savvy, and motivated to help a busy professional stay focused on growth.

Key Responsibilities

Sales & Outreach (60%)

• Reach out to existing contacts for relationship follow-up and re-engagement.
• Prospect and connect with potential referral partners via phone, email, and other channels.
• Schedule and confirm meetings; send calendar invitations.
• Log all activity (calls, emails, outcomes) in the CRM with clean, accurate notes.
• Escalate hot leads and flag time-sensitive opportunities immediately.

Operations & Admin Support (40%)

• Manage and organize files, documents, and records using internal platforms.
• Draft and send professional communications on behalf of the team.
• Maintain up-to-date pipeline tracking and deliver regular status reports.
• Follow up on outstanding items and keep workflows on track.
• Identify gaps and recommend process improvements proactively.

Requirements

• 3+ years in a sales support, customer service, admin, or operations role.
• Stable work history: no more than 3 employers in the last 3 years.
• U.S. Ecosystem Experience: Prior experience working within or for North American business structures is a must.
• Language: Fluent English and Spanish (clear, professional verbal and written skills). Professional written English — you'll be drafting client-facing communications.
• Strong outbound communication skills — comfortable picking up the phone.
• CRM experience (any platform); organized and detail-oriented.
• Able to manage multiple priorities without dropping the ball.
• Familiarity with tools like Zoom, Slack, Google Workspace, or Microsoft Office.
• Ability to work full-time in our San Isidro office.

Nice to Have

• Experience in financial services, real estate, insurance, or any service-based industry.
• Background in BPO environments supporting financial accounts, billing, or transaction workflows.

Benefits

• Salary: Competitive monthly salary (S/ 2,500 - S/ 3,000) with a full-time contract since day one.
• Private Health Insurance coverage (RIMAC EPS).
• Benefits: All Peruvian legal benefits (Gratificaciones, CTS, Vacaciones).
• Stable employment in a growing international company.
• Career advancement opportunities within MOD.

Why Join MOD?

• You'll be working directly with a senior professional who needs a right-hand person to help drive growth and keep operations tight. If you're the kind of person who takes ownership, communicates proactively, and likes seeing the direct impact of your work — this role is for you.
• Build long-term job stability. You're not a seat in a campaign — you're a direct extension of a U.S. business that knows your name, values your work, and is built for the long term.

IMPORTANT: Please ensure to upload your CV in English.