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Sales OperationsCalendar ManagementMeeting CoordinationPipeline ManagementCRM Management
Requirements
Requires direct experience in asset management, fund administration, transfer agency, or wider fund services, plus at least four years in sales support, sales operations, business development support, or executive assistance in a B2B or institutional sales environment. Candidates should have strong CRM and reporting skills, excellent organization and communication, complex scheduling experience, and the judgment to support a senior, independent sales team proactively.
Job Description
About ZILO
Join the Future of Technology with ZILO™
At ZILO™, we're redefining what's possible in technology. ZILO™ is the UK-based FinTech specialising in global asset and wealth management software, designed to scale and transform businesses of all types using our own developed AI Technology.
Our mission is to digitalise the future of the global asset management industry. We are a team of experts with decades of combined experience at leading firms globally, who thrive in fast-paced environments and want to shape the future of technology. Every individual plays a key role in driving progress and making a real impact. We continuously strive to innovate and improve.
Why work with us?
At ZILO™, you'll be part of a dynamic and inclusive environment where creativity thrives. We offer the opportunity to work on cutting-edge technology, collaborate with talented individuals, and contribute to projects that have a real-world impact. We value continuous learning, personal growth, and providing our team with the resources they need to succeed.
Ready to shape the future? Let's talk.
This role is hybrid and there is an expectation of 3 days in the London (Canary Wharf) office per week.
About The Role
You will be a proactive partner. You will need to anticipate needs, spot gaps in the calendar and pipeline, prompt the right follow-ups at the right time, and help drive deals forward through disciplined organization.
You will be the connective tissue between sales, product and marketing, making sure what the market is telling us reaches the right people and what we're building and promoting reaches the sales team in a form they can use. You will need to know the industry well enough to understand what each meeting is for, who matters in the room and what needs to happen next.
Key Responsibilities
Calendar and meeting management
Join the Future of Technology with ZILO™
At ZILO™, we're redefining what's possible in technology. ZILO™ is the UK-based FinTech specialising in global asset and wealth management software, designed to scale and transform businesses of all types using our own developed AI Technology.
Our mission is to digitalise the future of the global asset management industry. We are a team of experts with decades of combined experience at leading firms globally, who thrive in fast-paced environments and want to shape the future of technology. Every individual plays a key role in driving progress and making a real impact. We continuously strive to innovate and improve.
Why work with us?
At ZILO™, you'll be part of a dynamic and inclusive environment where creativity thrives. We offer the opportunity to work on cutting-edge technology, collaborate with talented individuals, and contribute to projects that have a real-world impact. We value continuous learning, personal growth, and providing our team with the resources they need to succeed.
Ready to shape the future? Let's talk.
This role is hybrid and there is an expectation of 3 days in the London (Canary Wharf) office per week.
About The Role
You will be a proactive partner. You will need to anticipate needs, spot gaps in the calendar and pipeline, prompt the right follow-ups at the right time, and help drive deals forward through disciplined organization.
You will be the connective tissue between sales, product and marketing, making sure what the market is telling us reaches the right people and what we're building and promoting reaches the sales team in a form they can use. You will need to know the industry well enough to understand what each meeting is for, who matters in the room and what needs to happen next.
Key Responsibilities
Calendar and meeting management
- Own and actively manage the sales team's calendars, optimising travel, client meetings, internal time and conference schedules
- Proactively book and organise prospect and client meetings, demos and visits, including follow-ups that keep momentum after a first conversation
- Prepare concise briefing packs for each meeting: attendee backgrounds, account history, open items and suggested next steps
- Capture actions after meetings and make sure they're followed up and logged
- Keep a close eye on the pipeline and flag stalled opportunities, overdue follow-ups and upcoming renewals or decision points
- Suggest outreach and re-engagement opportunities based on market news, events and account activity
- Run first-line follow-up and handle inbound enquiries, routing them with full context to the right salesperson
- Support events, conferences and roadshows, including attendee targeting, pre-booking meetings and post-event follow-up
- Work closely with the product team to keep the sales team up to date on releases, roadmap developments and positioning, and to arrange product input and demo support for client meetings
- Feed client and prospect questions, objections and feature requests back to product in a clear, structured way
- Work with marketing on campaigns, events, webinars and content, aligning them with live pipeline and target accounts
- Make sure sales has current collateral, case studies, messaging and competitor information, and flag gaps to marketing
- Track which campaigns and events generate real conversations and share what you learn across all three teams
- Coordinate proposals, RFP/RFI responses and pricing documents with product, legal, compliance and operations
- Maintain CRM accuracy and produce pipeline and activity reports for leadership
- Keep the internal knowledge base up to date
- Research target accounts, stakeholders and competitors
- Build light-touch, low-friction processes that suit an independent team, improving how the team works without adding bureaucracy
- Introduce tools and AI-assisted workflows where they save time
- Direct, demonstrable experience in the asset management, fund administration, transfer agency or wider fund services industry. They should know the terminology, the client types and how buying decisions are made
- 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
- Understanding of digital assets, tokenisation or blockchain
- Experience supporting RFP/RFI processes for institutional clients
- Familiarity with AI tools and workflow automation
- An existing network within the fund services industry
- 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
Skills
Sales OperationsCalendar ManagementMeeting CoordinationPipeline ManagementCRM ManagementSalesforceHubSpotExcel and Sheets ReportingProposal and RFP/RFI CoordinationCross-Functional CollaborationProduct and Marketing CoordinationClient CommunicationAccount and Competitor ResearchEvent CoordinationProcess ImprovementAI-Assisted Workflow Automation
About ZILO™
ZILO is focused on transforming global transfer agency to create sustainable value for firms and the customers they serve. To achieve this, we started with a clean technology slate, a design-driven approach, and a commitment to put people first. ZILO's technology enables firms to replace legacy end-of-life systems, many of which were developed 30+ years ago, and slash costs, risk, and user friction along the way. Our founders, leadership, engineering, and product teams are highly experienced with successful track histories of pioneering innovation-driven businesses, products, and services. Our collective goal is to be the market leading solution in global asset and wealth management.
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