B2B Sales Coordinator – Business Setup

About the role

We are looking for a Channel Partner Coordinator to join a fast‑paced B2B organisation in Dubai. The role supports the end‑to‑end client onboarding process, working closely with channel partners, compliance, sales and client‑servicing teams.

Key responsibilities

• Contact channel‑partner generated leads within agreed SLAs, validate information and begin qualification.
• Review leads and documentation to ensure eligibility and internal compliance.
• Update lead status, client details, deal information and documents accurately in Zoho CRM.
• Coordinate with channel partners on business activities, licence requirements and client readiness.
• Hand over qualified leads smoothly to Sales or Onboarding teams with complete information.
• Support clients with KYC video calls via Microsoft Teams and follow up on pending KYC, CDD and EDD documentation.
• Liaise between Compliance, Client Servicing, Channel Partner Advisors and clients to resolve outstanding requirements and application delays.
• Track client applications, follow up on document submissions and ensure documents are uploaded to relevant portals.
• Handle refund enquiries in line with company policies and support name checks when required.
• Maintain organised client records, onboarding checklists, templates, FAQs and audit trails.
• Prepare regular reports on application movement, client communication, escalations and follow‑ups.
• Identify recurring issues and suggest process improvements to management.

Required profile

• Bachelor’s degree in Business Administration, Customer Service or a related field.
• 2–3 years of experience in sales support, sales coordination, client servicing or onboarding.
• Experience within business setup, corporate services or a customer‑focused environment is preferred.
• Familiarity with UAE company formation procedures, visa processing and onboarding workflows.
• Knowledge of KYC, CDD and EDD compliance requirements.
• Strong MS Office skills, including Excel, Word, Outlook and Microsoft Teams.
• Fluent English communication; Arabic, Hindi or Urdu is advantageous.

Required skills

• Zoho CRM (or similar CRM platform).
• Microsoft Teams.
• Excel.
• Word.
• Outlook.