Role Summary

The Sales Support Executive works within the sales function to enable all aspects of FINBOURNE’s business development lifecycle from opportunity identification through RFP development and submission to opportunity close.

Closely aligned to our Sales Directors and their target segments, this wide ranging role supports the sales process by researching target markets and producing target lists; preparing sales pitches and managing RFP submissions and generally serving as coordinator on sales activity. These responsibilities include a significant amount of coordination, collaboration, and timeline management in a dynamic team environment.

The successful candidate should be able to engage with colleagues across all FINBOURNE’s functions and at all levels of the organisation, including senior leadership, to support business development systems, processes, and initiatives.

Key Responsibilities include but not limited to:

Sales opportunity management

• Manage incoming leads to ensure opportunities progressed
• Monitor potential opportunities through agree sales stages supporting and sales activity as required
• Conduct daily and weekly monitoring of pipeline opportunities
• Support routine and ad-hoc BD reporting and meetings

RFPs and proposals

• Act as coordinator on specific opportunities including RFP submissions pre- and post-proposal phases
• Compile client information, solution scope, technical solution information, preliminary commercials and other pre-proposal preparatory activities.
• Coordinate all client discovery activity include demos and technical workshops
• Prepare RFP submissions including initial coordination meetings, response complication and progress monitoring and management to meet internal and client deadlines
• Help maintain proposal content library so that documentation and learnings are captured for future use

Targeting and admin support

• Research and target potential clients in relevant segments and locations to enable the sales to build long term profitable relationships
• Ensure CRM system (MS Dynamics) is maintained with up-to-date account, contact and opportunity pipeline information
• Ensure campaigns are managed effectively through MS Dynamics including all activity, call reports etc

FINBOURNE profile build

• Support the sales team to build FINBOURNE’s market presence and generate opportunity leads via
• Attendance at suitable industry events – third party conferences and FINBOURNE hosted events
• Market briefings, roundtables etc
• Thought leadership, articles etc

Skills and Experience

• Bachelor’s degree (B.A. or B.S.) or at least 2 years of related experience in marketing/sales/proposals, or some combination of relevant education and experience
• Exposure to financial services or a Fintech environment or complex software solutions
• Excellent verbal and written communications skills
• Proficiency in Microsoft Word and Excel
• Knowledge of other editing and publication software

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.