Role Summary

We are looking for a Sales Operations Executive to support the business in providing market intelligence and data to increase sales activities, as we continue to expand our global presence.

Working with the Head of European Sales, the Sales Operations Executive will play a key role in identifying and onboarding clients onto our LUSID product. You will be supporting the sales process, as well as playing an active part in RFPs and supporting with closing sales.

Key Responsibilities

• Working as part of a global team to ensure senior leadership and sales team have the required information and collateral to engage with prospects
• Preparation of materials and representing FINBOURNE at industry events and trade shows
• Managing sales data, including the CRM and helping with sales forecasting and reporting
• Producing metric and KPI production and review
• Developing go-to-market models for products and campaigns
• Working with the Business Development teams to qualify leads and facilitate sales
• Working with Head of Sales and Marketing to improve conversions, shorten sales cycles, and maximize wins
• Using internal data, along with market and competitor research, to help drive sales strategy
• Assisting with proposals and RFP responses

Skills and Experience

• Previous consulting experience or sales support within Financial Services
• Experience working for a startup or scale-up would be advantageous
• Strong attention to detail
• Ability to prioritize workload and work toward deadlines
• A team player that has experience working within cross-functional teams
• Proficient user of MS Office suite, in particular, PowerPoint

Just some of our benefits

• Competitive salary plus performance based bonus
• Health & Wellbeing: A competitive health insurance policy that disregards previous medical history. This also includes dental, optical, mental health support and comprehensive cancer cover.
• Cycle to work scheme and Gym discounts: Buy a bike and cycling accessories out of your pre-tax salary and spread the cost over 12 months, as well huge discounts off Hussle, KOBOX and Nuffield Health gyms.
• Hybrid working: We have a mature attitude towards hybrid working. Whether you’re a night owl, morning person, parent, carer or simply need flexibility to work a different pattern to the norm, we’re committed to helping you be productive and work in a way that is best for you.
• Professional learning and development: External training and accreditations are supported, as well internal training and development programs.
• Maternity, paternity and adoption leave: Paid maternity, paternity and adoption leave, which includes 13 weeks full pay for maternity and adoption leave and 6 weeks full pay for paternity leave
• Holiday: 25 days holiday plus bank holidays

About FINBOURNE

We are a young, dynamic financial technology company aiming to re-engineer the world of investing to make it clearer, faster and more cost effective for everyone.

At FINBOURNE, we offer a hugely supportive environment to build a career, with continuous learning and development opportunities. We have a collaborative culture of testing and exploring problems together to find the best evidence-based solutions. We respect your independent thought, your intellectual curiosity and your opinion.

Our solution is open, API first and developer friendly – a true first for the asset management industry. You can see what our team is busy building on Github.

For more information about us please visit our website.