Sales Operations & Support Associate (Fintech)

Location: New York, New York (Hybrid)

Company

hirify.global is a financial technology company building an open, API-first, developer-friendly investment platform for the asset management industry.

What you will do

• Own the end-to-end RFP process, including coordinating business inputs, drafting and editing responses, maintaining the response library, and ensuring timely submissions.
• Support targeted outreach campaigns, research prospective asset servicers, asset managers, and alternatives firms, and help build the sales pipeline.
• Maintain CRM data quality and support sales activity using Salesforce or equivalent tools.
• Coordinate onboarding logistics for sales hires across New York City and Baltimore, including IT setup, calendars, and system access.
• Coordinate conference and event planning with the London-based Marketing team, including sponsorships, attendees, and follow-up.
• Provide logistical and operational support to the Global Head of Sales.

Requirements

• Exceptional organization, attention to detail, and the ability to manage multiple workstreams simultaneously.
• Strong written and verbal communication skills, including professional email drafting and external representation.
• Proficiency in Microsoft Word, Excel, and PowerPoint.
• Comfort with CRM tools such as Salesforce or equivalent.
• Self-directed approach and the ability to take ownership in a small, fast-paced team.
• Ability to collaborate across time zones with colleagues in London.

Nice to have

• Familiarity with investment management, fund administration, or financial technology.
• Experience supporting RFP or proposal processes.
• Exposure to enterprise B2B sales environments.
• Experience with HubSpot, Outreach, LinkedIn Sales Navigator, or similar tools.

Culture & Benefits

• Hybrid working with flexibility for different working patterns.
• Competitive salary with performance-based bonus.
• Private medical insurance covering health, dental, vision, and life insurance.
• 401(k) retirement savings plan.
• Twenty days of holiday plus public holidays, with the option to purchase five additional days.
• External training, accreditations, and internal learning and development programs.