Sales Operations Lead

WisdomTree; Greater London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading asset management firm based in London seeks a Sales Operations Lead to enhance operational efficiency across European distribution. The role entails leading a team responsible for client proposals and operational governance. The ideal candidate has over 7 years of experience in sales operations, a strong grasp of distribution processes, and advanced skills in CRM systems. They will develop reporting dashboards and ensure clarity across sales communication. This position offers opportunities for strategic thinking and team leadership.

Qualifications

• 7+ years of experience in sales operations or business management.
• Strong understanding of distribution processes and CRM systems.
• Proven ability to lead governance and process optimization.

Responsibilities

• Map and improve core distribution workflows and reporting.
• Oversee the lifecycle of RFPs and fund reporting.
• Develop sales reporting dashboards and analytics.

Skills

Sales operations

Data governance

CRM systems

Stakeholder management

Tools

Salesforce

Power BI

Excel

Job description

WisdomTree is seeking a strategic and collaborative Sales Operations Lead to drive efficiency, governance, and operational excellence across our distribution function in Europe based in London.

This role will be central to ensuring that our sales team operates with clarity, consistency, and efficiency – enabling sales growth, improved client experience, and effective collaboration between sales, marketing, product, research and operational functions.

Reporting to the Head of Distribution, the successful candidate will lead a team of 6 acting as the operational and analytical backbone of the European sales team with responsibility acrossClient Proposals & Regulatory Fund Reporting, Distribution Intelligence & Reporting, CRM Governance and Sales Processes and Communication.

Key Accountabilities and Scope

Sales Operational Processes & Communication

• Map, maintain, and continuously improve core distribution workflows and reporting including management and board updates.
• Own and evolve the sales communication framework, ensuring updates on fund launches, operational changes, and sales initiatives are clear, consistent, and aligned across teams.
• Run key governance forums, including sales leadership meetings, cross-functional working groups, and KPI reviews.
• Champion operational discipline and cross-functional transparency, acting as the “glue” between sales and other internal departments to reduce friction and enhance collaboration.

Client Proposals & Regulatory Fund Reporting

• Oversee the full lifecycle of RFPs, RFIs, and DDQs – ensuring timely, accurate, and brand-aligned responses to institutional and intermediary clients.
• Maintain governance, production and delivery of fund factsheets and regulatory fund reporting – KIDs, EMT, EPT, Solvency II, etc.
• Collaborate with Product, IT and Legal/Compliance to ensure all materials meet regulatory and internal control standards.

Distribution Intelligence & Reporting

• Develop and maintain comprehensive sales reporting dashboards and analytics for senior leadership.
• Translate data into actionable insights, supporting strategic distribution planning and performance evaluation.
• Manage and evolve key metrics and KPIs across regional and product-level sales activity.

CRM Governance

• Own and enforce CRM data integrity and usage standards.
• Drive adoption of CRM as the single source of truth for client interactions, pipeline management, and activity tracking.
• Implement enhancements that improve user experience and reporting accuracy.
• Partner with Marketing to align CRM and marketing automation systems – ensuring seamless lead capture, campaign tracking, and attribution reporting.

Skills and Qualifications

• 7+ years of experience in sales operations, enablement, or business management within asset management.
• Strong understanding of distribution processes, CRM systems (Salesforce preferred), and data governance.
• Experience managing RFP, client onboarding, and fund reporting workflows.
• Excellent stakeholder management and communication skills, able to bridge commercial and operational teams.
• Strategic thinker with a hands‑on approach and a focus on continuous improvement.
• Analytical mindset with advanced skills in data visualization and reporting tools (e.g., Power BI, Excel, etc.).
• Proven ability to lead governance and process optimisation initiatives across complex organizations.
• Detail‑oriented, highly organised, and capable of managing multiple priorities.
• Strong people and team management skills – capable of leading, mentoring, and developing individuals or cross‑functional contributors.