Sales Operations Executive

ZILO™

. Own and actively manage the sales team’s calendars, optimising travel, client meetings, internal time and conference schedules .

Posted 11/10/2026full-timeLondon • United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in sales support and operations within the asset management and fund services industry, with strong skills in calendar management, CRM accuracy, and cross-functional collaboration. Proven ability to build relationships with senior stakeholders and manage complex schedules effectively.

Highest-signal resume keywords

Sales Support ExperienceCRM Skills (Salesforce, HubSpot)Calendar ManagementCross-Functional CollaborationCommunication Skills

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Sales OperationsBusiness Development SupportRFP/RFI Process SupportExcel ReportingMeeting Coordination

Soft Skills

Proactive ApproachAttention to DetailRelationship BuildingDiscretionJudgement

Tools & Technologies

CRM SoftwareAI ToolsWorkflow Automation

Industry Keywords

Asset ManagementFund AdministrationTransfer AgencyInstitutional SalesDigital Assets

About the role

Key responsibilities & impact

Own and actively manage the sales team’s calendars, optimising travel, client meetings, internal time and conference schedules
Proactively book and organise prospect and client meetings, demos and visits, including follow-ups
Prepare briefing packs covering attendee backgrounds, account history, open items and suggested next steps
Capture meeting actions and ensure they are followed up and logged
Monitor the pipeline and flag stalled opportunities, overdue follow-ups, renewals and decision points
Suggest outreach and re-engagement opportunities based on market news, events and account activity
Run first-line follow-up and handle inbound enquiries, routing them to the appropriate salesperson
Support events, conferences and roadshows, including attendee targeting, meeting pre-booking and post-event follow-up
Keep sales updated on product releases, roadmap developments and positioning
Arrange product input and demo support for client meetings
Feed client and prospect questions, objections and feature requests back to product
Work with marketing on campaigns, events, webinars and content
Ensure sales has current collateral, case studies, messaging and competitor information
Track campaign and event-generated conversations and share insights across sales, product and marketing
Coordinate proposals, RFP/RFI responses and pricing documents with product, legal, compliance and operations
Maintain CRM accuracy and produce pipeline and activity reports for leadership
Keep the internal knowledge base up to date
Research target accounts, stakeholders and competitors
Build low-friction processes for an independent team
Introduce time-saving tools and AI-assisted workflows

Requirements

What you’ll need

Direct, demonstrable experience in the asset management, fund administration, transfer agency or wider fund services industry; knowledge of the terminology, client types and buying decisions
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 judgement about when to step in and when to step back
Experience working across functions, particularly with product and marketing teams
Ability to build credibility and relationships quickly
Strong calendar and meeting management skills, including coordinating complex, multi-timezone schedules
Proactive approach to identifying and acting on needs before being asked
Excellent written and verbal communication
Credibility to deal with senior client stakeholders
Strong CRM skills (Salesforce, HubSpot or similar)
Confident reporting in Excel or Sheets
Exceptional organisation, discretion and attention to detail
Understanding of digital assets, tokenisation or blockchain (nice to have)
Experience supporting RFP/RFI processes for institutional clients (nice to have)
Familiarity with AI tools and workflow automation (nice to have)
Existing network within the fund services industry (nice to have)

Benefits

Comp & perks

Enhanced leave - 38 days inclusive of Public Holidays
Private Health Care including family cover
Life Assurance – 5x salary
Flexible working-work from home and/or in our London Office
Employee Assistance Program
Pension Salary Sacrifice
Holiday selling scheme
Cycle to work and nursery salary sacrifice schemes
EMI Share Option Scheme after a qualifying period