Sales Support Executive

Role Summary

We are looking for a Sales Support Executive to provide comprehensive support to our sales team and drive client acquisition activities as we continue to expand our global presence.

Working closely with the Head of European Sales, the Sales Support Executive will play a crucial role in supporting the entire sales cycle from lead qualification through deal closure. You will be the backbone of our sales operations, ensuring our sales team has everything they need to successfully onboard clients onto our LUSID product, with particular focus on RFP management and deal support.

Key Responsibilities

• Providing direct sales support to ensure the sales team has all necessary information, tools, and collateral to engage effectively with prospects
• Leading RFP responses and proposal development, coordinating cross-functional input to deliver compelling client proposals
• Supporting deal generation through lead qualification, prospect research, and opportunity development
• Preparing materials and coordinating logistics for industry events and trade shows to support sales activities
• Collaborating with Business Development teams to qualify and nurture leads through the sales funnel
• Supporting the Head of Sales and Marketing to improve conversion rates, accelerate sales cycles, and maximize deal closures
• Conducting market research and competitive analysis to provide strategic insights that support sales conversations
• Providing comprehensive deal support throughout the sales process to ensure smooth client onboarding and successful deal closure

Skills and Experience

• Minimum 1-3 years of sales support experience within Financial Services, with consulting background advantageous
• Experience with RFP processes and deal support activities highly valued
• Experience working for a startup or scale-up environment preferred
• Strong client-first mindset with excellent attention to detail
• Proven ability to manage multiple priorities and work effectively under tight deadlines
• Collaborative team player with experience working across cross-functional teams
• Proficient in MS Office suite, particularly PowerPoint, and MS Dynamics
• Eagerness to learn and positive attitude toward supporting sales success

Just some of our benefits

• Competitive salary plus performance based bonus.
• Health & Wellbeing: A competitive health insurance policy that disregards previous medical history. This also includes dental, optical, mental health support and comprehensive cancer cover.
• Cycle to work scheme and Gym discounts: Buy a bike and cycling accessories out of your pre-tax salary and spread the cost over 12 months, as well huge discounts off Hussle, KOBOX and Nuffield Health gyms.
• 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.
• Maternity, paternity and adoption leave: Paid maternity, paternity and adoption leave, which includes 13 weeks full pay for maternity and adoption leave and 6 weeks full pay for paternity leave
• Holiday: 25 days holiday plus bank holidays

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.