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- Tasks: Join a dynamic team to optimise client portfolio management and enhance business processes.
- Company: Ebury, a fast-growing financial services company with a supportive culture.
- Benefits: Competitive salary, mentorship, cutting-edge tech, and generous benefits package.
- Why this job: Make an impact in a high-performing environment while advancing your career.
- Qualifications: Exceptional graduates or professionals with analytical skills and experience in financial services.
- Other info: Hybrid work model with clear pathways for career progression.
The predicted salary is between 36000 - 60000 £ per year.
Working in a multi-faceted role within the global front office team focusing on the Client Portfolio Management (CPM) side of the business. This is a unique opportunity for someone to make their mark in a fast-growing and high-performing business.
Owner of CPM Efficiency: responsible for front-to-back problem mapping and owning the delivery of improvements related to dealing processes, routines, and policies.
- Optimise Routines: ensure routines such as pipeline reviews are scheduled and taking place, as well as actions logged and followed up.
- Policies & SOPs are up to date.
- KPI tracking: increase visibility and issue resolution.
Portfolio Segmentation:
- Revamp how we allocate clients to the portfolio management team.
- Revamp framework on client engagement expectation in line with client segment.
Raising the bar on overwatch performance: 'Overwatch' is a KPI measuring client churn and the success of our upsell efforts.
- In-depth analysis and feedback to Heads of CPM, Country Managers and CPMs.
- Highlight where we are performing well and/or badly.
- Act as an overwatch champion, providing consistent performance updates to CPMs.
Commercial AI adoption and transformation to help manage a large global Client Portfolio Management team (160 people) at scale.
- Training routines.
- Analysis from client calls to show where we are/aren’t cross-selling products.
- Client account planning.
- Pipeline reviews.
- Head of CPM performance monitoring.
- Tracking and showing performance vs metrics.
- Supporting problematic areas.
Experience & Competencies:
- Open to exceptional graduates with a first-class degree in a technical discipline at a highly regarded university.
- Preferred 3+ years professional experience within financial services.
- Working knowledge of SQL.
- A background working closely with sales and account management teams.
- A track record of strong academic or professional achievement.
- Self-starting & proactive.
- Very strong analytical skills.
- A great communicator.
Why Ebury?
- Competitive Starting Salary with an annual discretionary bonus that truly rewards your performance from day one.
- Dedicated Mentorship: Learn directly from experienced managers who are invested in your success.
- Cutting-Edge Technology: Leverage state-of-the-art tailor-made tools and systems that enable you to perform at your best.
- Clear, Accelerated Career Progression: Defined pathways to leadership and specialist roles within Ebury.
- Dynamic & Supportive Culture: Work in a collaborative environment where teamwork and personal growth are prioritized.
- Generous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefits.
- Central Office: A fantastic location with excellent transport links.
We believe in inclusion. We stand against discrimination in all forms and have no tolerance for the intolerance of differences that makes us a modern and successful organisation. At Ebury, you can be whoever you want to be and still feel a sense of belonging no matter your story because we want you and your uniqueness to help write our future.
Please submit your application on the careers website directly, uploading your CV/resume in English.
Revenue Operations Associate in City of London employer: Ebury
Contact Detail:
Ebury Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Revenue Operations Associate in City of London
✨Tip Number 1
Network like a pro! Reach out to current employees at Ebury on LinkedIn and ask about their experiences. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by diving deep into Ebury's values and recent projects. Show us that you’re not just another candidate, but someone who genuinely cares about making an impact in the Revenue Operations team.
✨Tip Number 3
Practice your analytical skills! Since this role is all about data and performance metrics, brush up on your SQL knowledge and be ready to discuss how you’ve used data to drive decisions in past roles.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows us you’re serious about joining the Ebury family.
We think you need these skills to ace Revenue Operations Associate in City of London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Revenue Operations Associate role. Highlight relevant experience, especially in client portfolio management and analytical skills. We want to see how your background aligns with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about the role and how you can contribute to our team. Be genuine and let your personality come through – we love seeing that!
Showcase Your Analytical Skills: Since this role involves a lot of analysis, make sure to highlight any relevant projects or experiences where you've used your analytical skills. We’re keen to see how you approach problem-solving and data interpretation.
Apply Through Our Website: Don’t forget to submit your application through our careers website! It’s the best way for us to receive your CV and cover letter. Plus, it shows you’re serious about joining our team at Ebury!
How to prepare for a job interview at Ebury
✨Know Your Numbers
As a Revenue Operations Associate, you'll be dealing with KPIs and performance metrics. Brush up on your analytical skills and be ready to discuss how you've used data to drive decisions in the past. Prepare specific examples that showcase your ability to analyse and improve processes.
✨Understand Client Portfolio Management
Familiarise yourself with the principles of Client Portfolio Management. Be prepared to discuss how you would approach portfolio segmentation and client engagement expectations. Showing that you understand these concepts will demonstrate your readiness for the role.
✨Showcase Your SQL Skills
Since a working knowledge of SQL is preferred, make sure you can talk about your experience with it. If you have any projects or analyses where you've used SQL, be ready to explain them. This will highlight your technical capabilities and problem-solving skills.
✨Communicate Effectively
Strong communication is key in this role. Practice articulating your thoughts clearly and concisely. Think about how you can convey complex information simply, especially when discussing performance updates or training routines. Good communication can set you apart from other candidates.
