Sales Support
Share
Job Location:
Monthly Salary:
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
Role Description
To provide structured and proactive support to the business development team by managing governance processes coordinating RFP responses maintaining CRM data in MS Dynamics and preparing high-quality meeting materials. This role is critical to ensuring the smooth execution of strategic sales activities and enabling the commercial team to focus on client engagement and deal progression.
Key Responsibilities:
Governance & Process Coordination
Support the implementation and tracking of governance frameworks across business development activities.
Ensure documentation approvals and compliance requirements are met for strategic deals and partnerships.
Maintain accurate records of governance actions and decisions.
RFP & Proposal Support
Coordinate the end-to-end RFP response process including timelines stakeholder contributions and submission quality.
Liaise with product legal compliance and marketing teams to gather required inputs.
Maintain a library of reusable content and templates to streamline future responses.
CRM Management (MS Dynamics)
Ensure all sales activities opportunities and client interactions are accurately recorded in MS Dynamics.
Support data hygiene reporting and dashboard creation for business development performance tracking.
Assist in pipeline reviews and forecasting processes.
Meeting Preparation & Materials
Prepare briefing packs presentations and client-facing materials for business development meetings.
Coordinate scheduling agenda setting and follow-up actions.
Ensure materials are tailored to client needs and aligned with strategic objectives.
Cross-Functional Collaboration
Work closely with business development directors and product owners to support campaign and deal execution.
Provide administrative and operational support for strategic account planning.
Contribute to continuous improvement of sales support processes and tools.
Sales Strategy
Develop an in-depth knowledge of regional business and competitor landscape including strengths weaknesses and coverage.
Contribute innovative ideas that anticipate and address client needs.
Platform Configuration
Implement data validation rules and automation within MS Dynamics to improve accuracy and reduce manual errors.
Business Development
Train team members on CRM best practices to ensure consistent usage and data integrity.
Qualifications & Experience:
Bachelors degree in Business Marketing or related field.
24 years of experience in sales support commercial operations or bid management ideally within FinTech or financial services.
Proficiency in MS Dynamics or similar CRM platforms.
Experience coordinating RFPs and working with cross-functional teams.
Strong organisational and communication skills.
Detail-oriented and highly organised.
Proactive and responsive in a fast-paced environment.
Strong collaborator with excellent stakeholder management skills.
Commercially aware and client-focused.
Comfortable managing multiple priorities and deadlines.
Applications will remain open until the end of January; however we may close the role earlier if we identify the right candidate. Early applications are therefore strongly encouraged.
About FNZ
FNZ is committed to opening up wealth so that everyone everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry but complexity holds firms back.
We created wealths growth platform to help. We provide a global end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.
We partner with the worlds leading financial institutions with over US$2.2 trillion in assets on platform (AoP).
Together with our clients we empower nearly 30 million people across all wealth segments to invest in their future.
Key Skills
- Data Entry
- Customer Service
- Account Executives
- Product Knowledge
- Account Management
- Communication
- CRM
- Salesforce
- Phone Calls
- RFP
- Sales Goals
- Powerpoint
- Technical Support
- Sales Support
About Company
We provide a global, end-to-end wealth management platform that integrates technology, business & investment operations all in a regulated financial institution
