Sales Operations & Support Associate

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

Just some of our 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.

About FINBOURNE

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.

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.

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.

For more information about us please visit our website.