Strategic Sales Support Manager - Funds

Carne; City Of London; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm in London seeks a Strategic Sales Support Manager to enhance sales efficiency for complex clients. This pivotal role involves large account planning, sales enablement, and pipeline management, requiring expertise in sales operations and Salesforce CRM. Join a dynamic team and contribute to an innovative environment committed to diversity and inclusion.

Qualifications

• Proven expertise in Large Account Management Planning.
• Experience in complex sales support and account management within financial services.
• Understanding of institutional clients and regulatory frameworks.

Responsibilities

• Assist sales executives in developing large account plans.
• Collaborate with marketing teams on targeted sales collateral.
• Track and manage the sales pipeline using Salesforce.

Skills

Large Account Management Planning

Sales operations

Salesforce CRM

Project management

Fluency in English

Tools

Salesforce

Microsoft Dynamics

Microsoft Office Suite

Job description

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Overview

Vacancy Name
Strategic Sales Support Manager - Funds

Location
London

Employment Type
Permanent

Department
Business Development

Description

Who are we looking for?

A new and exciting opportunity to join our growing Business Development (BD) team. We are seeking an experienced Strategic Sales Manager to support and maximise the efficiency and effectiveness of our sales team in winning complex sales and servicing complex clients.

This role is pivotal in providing Executive Assistance to the Complex Sales team ensuring they maximize their impact on the Carne business.

This role will be instrumental in large account planning, sales enablement, and pipeline management, supporting the team in navigating high-value, multi-stakeholder sales processes. The successful candidate can be based in London or Luxembourg.

Responsibilities

Large Account Planning & Sales Strategy Support

• Assist sales executives in developing and managing large account plans for sophisticated institutional clients (asset managers, pension funds, sovereign wealth funds etc.).
• Conduct research on client teams and structures, investment strategies, and decision-making processes, in order to identify appropriate connections and opportunities.
• Help sales team to map key stakeholders, ensuring the right engagement strategy.
• Support the development of customized client presentations and sales proposals tailored to complex client needs.

Sales Enablement & Marketing Support

• Collaborate with marketing teams to develop targeted sales collateral, thought leadership materials, and event coordination for key accounts.
• Assist in organizing client events, webinars, and industry conferences to strengthen client relationships.

Sales Process & Pipeline Management

• Assist in the tracking and management of the sales pipeline, ensuring all deals are properly documented in Salesforce.
• Maintain up-to-date records of client interactions, contracts, and service agreements.
• Monitor deal progression and key milestones, ensuring alignment with internal approval processes.

Sales Analytics & Reporting

• Prepare sales performance reports, forecasts, and market analysis to support strategic decision-making.
• Provide insights on competitor activities, pricing trends, and emerging client needs around OwnCo transformation.

Client & Internal Coordination

• Act as a central point of coordination between the sales team, client relationship managers, and operational teams to ensure seamless client onboarding.
• Schedule and coordinate client meetings, sales reviews, and internal strategy sessions.
• Support sales team members with client communications, follow-ups, and action tracking.
• Ensure smooth execution of cross-border sales efforts, liaising with global teams where necessary.

Qualifications

• Proven expertise in Large Account Management Planning is a critical requirement.
• Experience in complex sales support, sales operations, or account management within asset servicing, fund administration, securities services, or financial services.
• Understanding of institutional clients, investment operations, and regulatory frameworks (AIFMD, UCITS, CASS, Basel, MiFID, etc.).
• Strong proficiency in Salesforce CRM, including pipeline management, reporting and dashboards, data integrity, and workflow automation to support sales processes.
• Experience with Microsoft Dynamics and sales reporting tools.
• Strong project management skills, able to manage multiple priorities and stakeholders effectively.
• Language skills a plus and fluency in English a requirement
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

What is your role and responsibilities?

About Carne Group

Carne Group has established itself in the funds industry with $2tn in AUM supported by 600+ staff and four regulated management companies. Together with a large team of industry specialists, Carne serves more than 650+ traditional and alternative asset management clients from key fund jurisdictions and financial hubs including Ireland, Luxembourg, Zurich, Lisbon, London, New York, Cayman and Channel Islands.

Excellence and innovation are central to Carne's work and we are committed to attracting and retaining the best talent to deliver an unrivalled service to our clients. Whilst working with Carne, you will be provided with opportunities to develop your skills and experience by working in a dynamic, innovative, and multicultural environment where exciting careers are built.

We love hearing from anyone who is enthusiastic about changing the asset management industry. Not sure if you meet all the requirements? Let us decide! Research shows that members of other under-represented groups tend not apply to jobs when they think they may not meet every qualification, when in fact, they do! At Carne we are committed to creating a diverse and inclusive environment and strongly encourage you to apply.