Sales Operations Executive

Role Overview

Join ZILOTM, a UK-based FinTech specialising in global asset and wealth management software, as a Sales Operations Executive. This role is hybrid, with an expectation of 3 days in the London office per week. You will be a proactive partner, anticipating needs, spotting gaps, and driving deals forward through disciplined organization.

What You Will Do

You will own and actively manage the sales team’s calendars, optimise travel, client meetings, internal time, and conference schedules. You will also proactively book and organise prospect and client meetings, demos, and visits, including follow-ups that keep momentum after a first conversation.

Why It Might Be a Fit

You will be part of a dynamic and inclusive environment where creativity thrives. You will have the opportunity to work on cutting-edge technology, collaborate with talented individuals, and contribute to projects that have a real-world impact.

Requirements

• Direct, demonstrable experience in the asset management, fund administration, transfer agency or wider fund services industry.
• 4+ years’ experience in sales support, sales operations, business development support or executive assistance in a B2B or institutional sales environment.
• Proven experience supporting a highly independent, senior sales team, with the judgement to know when to step in, when to step back, and how to be useful without being intrusive.
• Experience working across functions, particularly with product and marketing teams, and the ability to build credibility and relationships quickly.
• Strong calendar and meeting management skills, including coordinating complex, multi-timezone schedules.
• A genuinely proactive approach: being able to spot what needs doing and act before being asked.
• Excellent written and verbal communication, with the credibility to deal with senior client stakeholders.
• Strong CRM skills (Salesforce, HubSpot or similar) and confident reporting in Excel or Sheets.
• Exceptional organisation, discretion, and attention to detail.

Benefits

• Enhanced leave – 38 days inclusive of Public Holidays
• Private Health Care including family cover
• Life Assurance – 5x salary
• Flexible working-work from home and/or in our London Office
• Employee Assistance Program
• Pension Salary Sacrifice
• Holiday selling scheme
• Cycle to work and nursery salary sacrifice schemes
• EMI Share Option Scheme after a qualifying period