Sales Operations & Support Associate

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    "location": {
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      "state": "New York",
      "postalCode": "10001",
      "addressCountry": "United States"
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    "datePosted": "2026-05-05",
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    "description": "<p><span style=\"font-weight: bold\"><span style=\"color: rgb(21, 96, 130)\">Role Summary</span></span></p>\n<p><br></p>\n<p><span style=\"font-size: 10pt\">We are looking for a sharp, highly organized, and proactive Sales Operations &amp; 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.</span></p>\n<p><span style=\"font-size: 10pt\"> </span></p>\n<p><span style=\"font-size: 10pt\">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.</span></p>\n<p><br></p>\n<p><span style=\"font-weight: bold\"><span style=\"color: rgb(21, 96, 130)\">Key Responsibilities</span></span></p>\n<p><br></p>\n<ul>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">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.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Outreach &amp; 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.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">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.</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Conference &amp; 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).</span></li>\n<li><span style=\"font-family: Inter, sans-serif; font-size: 10pt\">Head of Sales Support - Provide logistical and operational support to the Global Head of Sales.</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"color: rgb(21, 96, 130); font-size: 12pt; font-weight: bold\">Skills and Experience</span></p>\n<p><br></p>\n<p><span style=\"font-size: 10pt; font-weight: bold\">Required</span></p>\n<ul>\n<li><span style=\"font-size: 10pt\"> Exceptionally organized with strong attention to detail and the ability to manage multiple workstreams simultaneously</span></li>\n<li><span style=\"font-size: 10pt\"> Strong written and verbal communication skills — you can draft a professional email and represent the team externally</span></li>\n<li><span style=\"font-size: 10pt\"> Proficient in Microsoft Office (Word, Excel, PowerPoint); comfortable with CRM tools (Salesforce or equivalent)</span></li>\n<li><span style=\"font-size: 10pt\"> Self-starter who thrives in a small-team, fast-paced environment and takes ownership without being micromanaged</span></li>\n<li><span style=\"font-size: 10pt\"> Comfortable working across time zones and collaborating with colleagues in London</span></li>\n</ul>\n<p><span style=\"font-size: 10pt\"> </span></p>\n<p><span style=\"font-size: 10pt; font-weight: bold\">Nice to Have</span></p>\n<ul>\n<li><span style=\"font-size: 10pt\"> Familiarity with investment management, fund administration, or financial technology</span></li>\n<li><span style=\"font-size: 10pt\"> Experience supporting RFP or proposal processes</span></li>\n<li><span style=\"font-size: 10pt\"> Exposure to enterprise B2B sales environments</span></li>\n<li><span style=\"font-size: 10pt\"> Experience using tools like HubSpot, Outreach, LinkedIn Sales Navigator, or similar; strong working knowledge of Excel and PowerPoint a plus</span></li>\n</ul>\n<p><br></p>\n<p><span style=\"font-size: 10pt\"><span style=\"font-weight: bold\"><span style=\"color: rgb(21, 96, 130)\"><span style=\"font-size: 12pt\">Just some of our benefits</span><br></span></span></span></p>\n<ul></ul>\n<p><span style=\"font-size: 10pt\"><span style=\"font-weight: bold\"><span style=\"color: rgb(21, 96, 130)\"><br></span></span></span></p>\n<ul>\n<li><span style=\"font-size: 10pt\">Competitive salary plus performance based bonus.</span></li>\n<li><span style=\"font-size: 10pt\">Competitive private medical insurance which includes health, dental, vision and life insurance</span></li>\n<li><span style=\"font-size: 10pt\">A 401(K) retirement savings plan</span></li>\n<li><span style=\"font-size: 10pt\">Holiday: 20 days holiday plus public holidays and the option to purchase an additional 5 days annual leave</span></li>\n<li><span style=\"font-size: 10pt\">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.</span></li>\n<li><span style=\"font-size: 10pt\">Professional learning and development: External training and accreditations are supported, as well internal training and development programs.</span><br></li>\n</ul>\n<p><br></p>\n<p><span><span style=\"font-weight: bold\"><span style=\"color: rgb(21, 96, 130)\">About FINBOURNE</span></span></span></p>\n<p> <br></p>\n<p><span style=\"font-size: 10pt\">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.</span></p>\n<p><br></p>\n<p><span style=\"font-size: 10pt\">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.</span><br></p>\n<p><br></p>\n<p><span style=\"font-size: 10pt\">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.</span><br></p>\n<p><br></p>\n<p><span style=\"font-size: 10pt\">For more information about us please visit our website.</span></p>",
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    "minimumExperience": "Entry-level",
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