Sales Operations Executive
AI-driven fintech platform for transfer agency, wealth management, and regulated digital-asset operations.
Funding history
Investors
About ZILO Technology Limited
ZILO Technology Limited is a London-based financial technology company providing cloud-native transfer-agency, fund-administration, investor-servicing, wealth, and blockchain-native digital-asset/tokenization solutions for financial institutions.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will proactively support the sales team by managing calendars, booking meetings, preparing briefing packs and logging actions. You will monitor the pipeline, flag stalled deals, handle inbound enquiries, support events, coordinate proposals and RFPs, maintain CRM accuracy, produce reports, and connect sales with product and marketing. You will also build light processes and introduce AI-assisted workflows.
Requirements
- Experience in asset management, fund administration, transfer agency or fund services
- 4+ years in sales support, sales operations, BD support or executive assistance in B2B or institutional sales
- Experience supporting a senior independent sales team
- Cross-functional experience with product and marketing
- Strong calendar and meeting management skills across time zones
- Proactive approach
- Excellent written and verbal communication
- Strong CRM skills (Salesforce, HubSpot or similar) and Excel or Sheets reporting
- Exceptional organisation, discretion and attention to detail
Responsibilities
- Manage sales team calendars and meeting schedules
- Book prospect and client meetings, demos and visits
- Prepare meeting briefing packs
- Capture and log post-meeting actions
- Monitor pipeline and flag stalled opportunities
- Suggest outreach and re-engagement opportunities
- Handle inbound enquiries and route them
- Support events, conferences and roadshows
- Keep sales updated on product releases and feed client feedback to product
- Work with marketing on campaigns and content
- Coordinate proposals and RFP/RFI responses
- Maintain CRM accuracy and produce pipeline reports
- Research target accounts and competitors
- Introduce tools and AI-assisted workflows
Benefits
- 38 days leave inclusive of public holidays
- Private health care including family cover
- Life assurance 5x salary
- Flexible working from home and/or London office
- Employee Assistance Program
- Pension salary sacrifice
- Holiday selling scheme
- Cycle to work and nursery salary sacrifice schemes
- EMI share option scheme after qualifying period
