Sales Operations & Support Associate

FINBOURNE Technology; New York (NY); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive salary + bonus

Private medical insurance (health, +d3

401(k) retirement plan

Holiday + paid time off

Hybrid working model

Training and development

Job summary

Finbourne in New York City is seeking a sharp, highly organized Sales Operations & Support Associate to join the NYC team. You will work closely with the Global Head of Sales and support the broader sales team across a range of high-impact functions, gaining exposure to the full sales cycle, strategic accounts, and cross-functional collaboration with London-based Marketing and global leadership.

This is an excellent launchpad for someone looking to build a career in enterprise fintech sales,

Qualifications

• Exceptionally organized with the ability to manage multiple workstreams simultaneously.
• Strong written and verbal communication skills; can draft professional emails 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 and takes ownership without micromanagement.
• Comfortable working across time zones and collaborating with London.

Responsibilities

• Own and manage end-to-end RFP process: coordinate inputs, draft responses, maintain a response library, ensure timely submissions.
• Support targeted outreach campaigns, research prospect accounts, maintain CRM hygiene, and help build pipeline.
• Coordinate onboarding logistics for NYC and Baltimore: IT setup, calendar coordination, system access, smooth first-day experience.
• Coordinate with London-based Marketing on conference planning, sponsorship logistics, attendee management, and post-event follow-up.
• Provide logistical and operational support to the Global Head of Sales.

Skills

Highly organized

Strong communication

CRM proficiency

MS Office

Cross-timezone collaboration

Tools

Salesforce

HubSpot

Job description

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

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.