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Sales Operations AssociateFinbourne • New York, New York, United States
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Sales Operations Associate

Finbourne
  • US
    New York, New York, United States
  • US
    New York, New York, United States
Postuler Maintenant

À propos

Role Summary 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.
Key Responsibilities
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.
Skills and Experience Required
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
Nice to Have
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
Just some of our benefits
Competitive salary plus performance based bonus.
Competitive private medical insurance which includes health, dental, vision and life insurance
A 401(K) retirement savings plan
Holiday: 20 days holiday plus public holidays and the option to purchase an additional 5 days annual leave
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.
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.
Department: Sales
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  • New York, New York, United States

Compétences linguistiques

  • English
Avis aux utilisateurs

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