Sales Ops Manager (Hybrid) – FinTech, Equity

ZILO; Greater London; Hybrid; GBP 52,000 - 78,000; Full time

Benefits offered by this job

Enhanced leave

Private health care

Life assurance

Flexible work

Employee assistance

Job summary

ZILO in London is seeking a proactive Sales Operations / Sales Support professional to join the hybrid team. You will coordinate calendars, manage proposals, and support the sales process across asset management and fund services.

You will collaborate with product and marketing to align messaging with live pipeline and ensure CRM accuracy. Ideal candidates have 4+ years in sales support or ops in B2B or institutional sales, strong CRM skills (Salesforce/HubSpot) and excellent communication.

Qualifications

• Direct, demonstrable experience in asset management, fund administration, transfer agency or wider fund services industry.
• 4+ years’ experience in sales support, sales operations, business development support or executive assistance in a B2B or institutional sales environment.
• Proven experience supporting a highly independent, senior sales team, with the judgement to know when to step in, when to step back and how to be useful without being intrusive.
• Experience working across functions, particularly with product and marketing teams, and the ability to build credibility and relationships quickly.
• Strong calendar and meeting management skills, including coordinating complex, multi-timezone schedules.
• A genuinely proactive approach: being able to spot what needs doing and act before being asked.
• Excellent written and verbal communication, with the credibility to deal with senior client stakeholders.
• Strong CRM skills (Salesforce, HubSpot or similar) and confident reporting in Excel or Sheets.

Responsibilities

• Calendar and meeting management: Own and actively manage the sales team’s calendars, optimising travel, client meetings, internal time and conference schedules.
• Proactive sales support: Flag stalled opportunities, overdue follow-ups and upcoming renewals or decision points; run first-line follow-up and route inquiries with context.
• Working with product and marketing: coordinate with product to keep the sales team up to date on releases and enable product input for client meetings; align campaigns with live pipeline.
• Proposals and sales operations: Coordinate proposals, RFP/RFI responses and pricing documents; maintain CRM accuracy and generate reports.
• Team enablement: Build lightweight processes and introduce AI-assisted workflows to improve how the team works.

Skills

Asset management experience

Sales support

CRM skills

Calendar management

Proposal coordination

Executive assistance

Cross-functional collaboration

Communication

Tools

Salesforce

HubSpot

Excel/Sheets

Job description

ZILO in London is seeking a proactive Sales Operations / Sales Support professional to join the hybrid team. You will coordinate calendars, manage proposals, and support the sales process across asset management and fund services.

You will collaborate with product and marketing to align messaging with live pipeline and ensure CRM accuracy. Ideal candidates have 4+ years in sales support or ops in B2B or institutional sales, strong CRM skills (Salesforce/HubSpot) and excellent communication.