6 дней назад
Sales & Operations Associate (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sales & Operations Associate (Fintech): Converting KYC-passed leads and running joiner, leaver, supplier, security, and day-to-day office operations with an accent on client conversations, product expertise, and structured pipeline management. Focus on guiding clients to their first deposit, analyzing conversion performance, coordinating workplace access and equipment, and keeping the Baker Street office safe and operational.
Location: London, Baker Street office; on-site
Company
is a global fintech company building ethical, accessible, and interest-free Shariah-compliant financial products, including investment and savings alternatives.
What you will do
- Call newly KYC-passed clients, introduce the platform, answer questions, address concerns, and guide them toward making their first deposit.
- Manage the calling pipeline in Zendesk by recording calls, tagging outcomes, scheduling follow-ups, and maintaining accurate records.
- Build detailed knowledge of ’s products, including GIA, ISA, SIPP, Workplace Pensions, Business Accounts, and alternative investments.
- Share client feedback, common questions, drop-off reasons, and conversion insights with the wider team.
- Coordinate joiner and leaver processes with HR, including equipment, access, setup, and returns.
- Run day-to-day office operations, including workspace safety, security, routine checks, IT issue escalation, suppliers, utilities, post, and expenses.
Requirements
- Strong relationship-building and discovery conversation skills, with active listening and a client-focused approach.
- Confidence with cold calling, handling rejection, and maintaining momentum.
- Reliable, organized, hands-on, and comfortable working with suppliers and contractors.
- Ability to review connection rates, conversion, and call outcomes and adjust the sales approach accordingly.
- Self-directed interest in investment products, markets, ISAs, pensions, and halal investing.
- Discretion and trustworthiness when handling client conversations, office access, and expense records.
Culture & Benefits
- Graduate launchpad combining commercial and operational experience.
- Performance-based progression toward a Relationship Manager role or deeper operations responsibilities.
- Ownership of an individual pipeline, performance metrics, and office operations from day one.
- Exposure to UK investment products and the halal investing sector.
- Competitive base salary with performance-based incentives.
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