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For Companies At a Glance
- Tasks: Support sales activities and client onboarding for our innovative LUSID product.
- Company: Join FINBOURNE, a dynamic fintech company revolutionising the investing world.
- Benefits: Enjoy competitive salary, health insurance, gym discounts, and hybrid working options.
- Why this job: Be part of a collaborative culture focused on learning and impactful solutions.
- Qualifications: Previous consulting or sales support experience in Financial Services is preferred.
- Other info: Flexible working hours to suit your lifestyle and 25 days holiday.
The predicted salary is between 36000 - 60000 £ per year.
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.
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Sales Operations Executive employer: FINBOURNE Technology
Contact Detail:
FINBOURNE Technology Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Operations Executive
✨Tip Number 1
Familiarise yourself with the LUSID product and its features. Understanding how it fits into the financial services landscape will help you engage more effectively with potential clients and demonstrate your value during discussions.
✨Tip Number 2
Network with professionals in the financial technology sector, especially those who have experience with sales operations. Attend industry events and trade shows to build connections that could provide insights or referrals for your application.
✨Tip Number 3
Brush up on your CRM skills, particularly if you have experience with specific platforms. Being able to showcase your proficiency in managing sales data and forecasting will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your previous consulting or sales support experiences in detail. Highlight any relevant achievements or projects that demonstrate your ability to work within cross-functional teams and contribute to sales strategies.
We think you need these skills to ace Sales Operations Executive
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and required skills. Tailor your application to highlight how your experience aligns with the role of Sales Operations Executive.
Highlight Relevant Experience: Emphasise any previous consulting or sales support experience, particularly within Financial Services. Mention specific achievements that demonstrate your ability to manage sales data, support RFPs, and work in cross-functional teams.
Showcase Your Skills: Make sure to showcase your proficiency in MS Office, especially PowerPoint, as well as your attention to detail and ability to prioritise workload. Use examples to illustrate these skills in your CV and cover letter.
Craft a Compelling Cover Letter: Write a tailored cover letter that explains why you are interested in the position at FINBOURNE and how you can contribute to their goals. Be sure to mention your enthusiasm for working in a dynamic financial technology environment.
How to prepare for a job interview at FINBOURNE Technology
✨Understand the Product
Make sure you have a solid grasp of the LUSID product and how it fits into the market. Be prepared to discuss its features and benefits, as well as how it can solve potential clients' problems.
✨Showcase Your Sales Support Experience
Highlight your previous consulting or sales support experience, especially within Financial Services. Be ready to provide examples of how you've contributed to sales processes or improved sales outcomes in past roles.
✨Demonstrate Team Collaboration Skills
Since this role involves working with cross-functional teams, be prepared to share examples of how you've successfully collaborated with others. Emphasise your ability to work towards common goals and support team dynamics.
✨Prepare for Data-Driven Discussions
As the role involves managing sales data and producing metrics, brush up on your analytical skills. Be ready to discuss how you've used data to inform sales strategies or improve forecasting in previous positions.
