Sales Operations Specialist

2 weeks ago

London, United Kingdom Reviva Resourcing Full time

This is a multi-award winning RegTech company on a mission to transform the quality of regulatory reporting in the financial services industry. They have combined regulatory expertise with advanced technology to develop a market-leading quality assuranceservices. Unique in their ability to fully assess data quality, there services are used by some of the world's largest investment banks, asset managers, hedge funds and brokers, helping them to reduce costs, improve quality and increase confidence in theirregulatory reporting.

Job Summary:
An essential role within a rapidly growing company, who is looking for a Sales Operations Specialist to join the team. The role will work with the Client Facing team providing sales support and overseeing the end-to-end client onboarding process.

Responsibilties:

- Oversee the oboarding of clients by;
- Liaising with Relationship Managers to provide improvements in the client onboarding process
- Ownership of client onboarding process
- Support the Sales team by;
- Capturing clients and relevant client information and details in our CRM software
- Analysing and interpreting data present within the CRM software
- Producing sales presentations for the Sales Individuals
- Drafting of KYC documentations and RFP/RFI responses.
- Coordinating of legal documentations, e.g. MSA, SOW and NDAs
- Producing cost proposals for clients
- Updating all contact information for clients
- Working with Sales individuals to suggest and implement sales process improvements

Person Spec:

- Skills;
- Advanced Microsoft Office with high proficiency in Word, PowerPoint and particularly Excel
- Excellent verbal and written communication skills
- Basic mathematical skills
- Strong attention to detail
- Strong analytical, organisational, and time management skills
- A commercially focused mindset
- Ability to adapt well to change.
- Languages (preferably French)
- Experience;
- Previous experience using a CRM tool and techniques would be beneficial
- Proven ability to build and maintain client and stakeholder relationships all at levels
- Experience of effectively managing multiple tasks and delivering in a fast-paced environment to tight deadlines
- Track record of implementing new ideas and challenging the status quo
- Experience working in financial services or sales would be advantageous.

Knwledge;
- Some knowledge about financial services/instruments will be beneficial

Interested in speaking about the above role contact me on;

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