Job Description
Who you are Exceptionally organized with strong attention to detail and the ability to manage multiple workstreams simultaneously Strong written and verbal communication skills — you can draft a professional email and represent the team externally Proficient in Microsoft Office (Word, Excel, PowerPoint); comfortable with CRM tools (Salesforce or equivalent) Self-starter who thrives in a small-team, fast-paced environment and takes ownership without being micromanaged Comfortable working across time zones and collaborating with colleagues in London Familiarity with investment management, fund administration, or financial technology Experience supporting RFP or proposal processes Exposure to enterprise B2B sales environments Experience using tools like HubSpot, Outreach, LinkedIn Sales Navigator, or similar; strong working knowledge of Excel and PowerPoint a plus What the job involves We are looking for a sharp, highly organized, and proactive Sales Operations & Support Associate to join our NYC team This is a utility role designed for someone who thrives on variety and wants to be at the center of a fast-moving, global fintech sales organization You will work closely with the Global Head of Sales and support the broader sales team across a range of high-impact functions This is an excellent launchpad for someone looking to build a career in enterprise fintech sales, operations, or business development You will gain direct exposure to the full sales cycle, strategic accounts, and cross-functional collaboration with London-based Marketing and global leadership RFP Support - Own and manage the end-to-end RFP process: coordinate inputs from across the business, draft and edit responses, maintain a response library, and ensure submissions are polished and on time Outreach & Prospecting - Support the sales team with targeted outreach campaigns, research prospect accounts (asset servicers, asset managers, alternatives), maintain CRM hygiene, and help build pipeline through coordinated prospecting activity New Hire Onboarding - Coordinate logistics and materials for onboarding new sales team members across NYC and Baltimore: IT setup, calendar coordination, system access, and ensuring a smooth first-day experience Conference & Event Support - Coordinate with the London-based Marketing team on conference planning, sponsorship logistics, attendee management, and event follow-up for key industry events (e.g., NASRA, NICSA, AIMA) Head of Sales Support - Provide logistical and operational support to the Global Head of Sales Benefits Regular 1-2-1 meetings during your first three months, and a 90 day plan which documents your training and induction Regular internal training sessions as well as an internal mentoring scheme, plus we encourage external training courses to help broaden and consolidate your skills Employee-driven performance review process Individual personal performance and Company performance bonus scheme Competitive health insurance policy, which disregards previous medical history, and includes dental, optical, mental health support, and comprehensive cancer cover Life insurance policy which covers all employees for four times their basic salary and enables employees access to 24/7 bereavement support FINBOURNE employees are eligible for corporate discounts with Hussle, KOBOX and Nuffield Health gyms 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 25 days holiday plus bank holidays Flexible, Hybrid and remote working A choice of pension schemes with employer contributions Cycle to work scheme Social events including company-wide breakfasts, bowling, drinks, and even axe-throwing! Organised volunteering days throughout the year