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    Sales Operations Specialist - Camden Area, United Kingdom - F5 Consultants

    F5 Consultants
    F5 Consultants Camden Area, United Kingdom

    3 weeks ago

    Default job background
    Description
    Sales Operations Specialist
    Junior – Mid Level
    £33,000 - £38,000 per annum
    Central London (Hybrid working, 2-3 days in the office)
    FinTech

    A well-established FinTech company have an opening to join their Sales Operations team.

    The main responsibilities include overseeing the end-to-end onboarding process for their clients, producing documentation, and managing ongoing client relationships.

    They are looking for someone with 1-4 years' work experience with excellent written and verbal communication skills.


    Responsibilities:
    Onboard new clients and manage existing clients accounts.
    Provide sales support.
    Create Know Your Client (KYC) documents and ensure they are kept up to date.
    Ensure all client information, contact details and service details are managed and tracked in the CRM software.
    Analyse data within the CRM software.
    Suggest and implement improvements to the sales and onboarding processes
    Prepare and track onboarding documentation including legal documents and presentations.


    Skills:
    Microsoft Office (Word, PowerPoint, and Excel).
    Experience working in client and/or stakeholder facing roles.
    Excellent time management skills, with the ability to juggle multiple tasks and work to deadlines.
    Knowledge of CRM Tools is beneficial (they use Salesforce)
    Experience Working in finance or sales is beneficial.

    Benefits
    5% Pension
    Discretionary bonus scheme
    25 days holiday + bbank holidays and your birthday off
    Private healthcare and medical cashback plan
    Gym membership contribution
    Annual £1,000 towards a new skill of your choice
    Annual £3,000 per year towards childcare costs for dependants ages 5 and under

    If you're interested, please apply with your latest CV


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