Own and manage the end-to-end RFP process: coordinate inputs from across the business, draft and edit responses, maintain a response library, and ensure submissions are polished and on time.
Support the sales team with targeted outreach campaigns, research prospect accounts (asset servicers, asset managers, alternatives), maintain CRM hygiene, and help build pipeline through coordinated prospecting activity.
Coordinate logistics and materials for onboarding new sales team members across NYC and Baltimore: IT setup, calendar coordination, system access, and ensuring a smooth first-day experience.
Coordinate with the London-based Marketing team on conference planning, sponsorship logistics, attendee management, and event follow-up for key industry events (e.g., NASRA, NICSA, AIMA).
Provide logistical and operational support to the Global Head of Sales.

Exceptionally organized with strong attention to detail and the ability to manage multiple workstreams simultaneously.
Strong written and verbal communication skills — you can draft a professional email and represent the team externally.
Proficient in Microsoft Office (Word, Excel, PowerPoint); comfortable with CRM tools (Salesforce or equivalent).
Self-starter who thrives in a small-team, fast-paced environment and takes ownership without being micromanaged.
Comfortable working across time zones and collaborating with colleagues in London.

Competitive salary plus performance based bonus.
Competitive private medical insurance which includes health, dental, vision and life insurance.
A 401(K) retirement savings plan.
Holiday: 20 days holiday plus public holidays and the option to purchase an additional 5 days annual leave.
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.

Sales Operations & Support Associate

Key skills