Sales Operations Specialist

Overview

We are a multi-award winning RegTech company on a mission to transform the quality of regulatory reporting in the financial services industry. We've combined regulatory expertise with advanced technology to develop our market-leading quality assurance services. Unique in being able to fully assess data quality, our services are used by some of the world’s largest investment banks, asset managers, hedge funds and brokers, helping them to reduce costs, improve quality and increase confidence in their regulatory reporting.

Job summary

An essential role within a rapidly growing company, Kaizen is looking for a Sales Operations Specialist to join the team. The role will work within the Client Facing team providing sales support and overseeing the end-to-end client onboarding process and ongoing client relationship.

Key Responsibilities

• Working closely with Relationship Managers and the Sales Team to onboard new clients and manage existing clients.
• Ensure client onboarding is progressing and on track.
• Ensure all client information, contact details and service details are captured, managed and tracked in the CRM software.
• Preparation and tracking of onboarding documentation.
• Draft and track legal documents to completion, e.g. MSA, SOW and NDAs.
• Create personalized PowerPoint presentations from standard templates (e.g. Sales Packs and cost proposals).
• Create and track other personalized onboarding documents (e.g. Welcome Pack).
• Create KYC documents and ensure they are kept up to date.
• Regular liaison with all Kaizen teams to co-ordinate onboarding and existing client relationships (IT, Data Analysts, Legal, SMEs, Senior Management, Finance).
• Set up clients’ data retrieval methods and data transfer methods.
• Respond/co-ordinate the completion of IT security/due diligence/third party supplier questionnaires.
• Initiate and track the completion and approval of Business Discovery Documents.
• Review and analyse client volumes and fees at contract anniversary to ensure service and fees are in line for renewal.
• Respond and investigate ad hoc issues that arise – e.g. invoicing queries, contract queries.
• Liaise with clients to set up access to Kaizen’s portal (Kaizen Hub) and deal with ongoing user/permission requests.
• Analyse and interpret data within the CRM software and deal with queries.
• Work with Relationship Managers and Sales team to suggest and implement improvements to the sales and onboarding process.
• Option to participate in ad hoc Kaizen projects.

Skills, Knowledge and Expertise

Skills :

• Advanced Microsoft Office with high proficiency in Word, PowerPoint and particularly Excel.
• Excellent verbal and written communication skills.
• Strong attention to detail.
• Basic but sound mathematical skills.
• Strong analytical, organisational, and time management skills.
• A commercially focused mind-set.
• Ability to adapt well to change.

Knowledge:

• Some knowledge about financial services/instruments will be beneficial.

Expertise:

• Previous experience using a CRM tool and techniques would be beneficial (ideally Salesforce).
• Proven ability to build and maintain client and stakeholder relationships at all levels.
• Experience of effectively managing multiple tasks and delivering in a fast-paced environment to tight deadlines.
• Track record of implementing new ideas and challenging the status quo.
• Experience working in financial services or sales would be advantageous.
• Degree or equivalent experience.

Benefits

• Company pension (5% of your base salary)
• 25 days' annual leave, plus UK bank holidays and your birthday.
• Employee Assistance Programme
• Annual pay review
• Discretionary bonus (paid across three years, as per contract schedule)
• Private medical insurance
• Discount on private health assessment
• Upfront cost of an Apple watch covered via the health scheme
• Medical cashback plan
• Wellbeing allowance of up to £50 per month
• Up to £1,000 per year towards learning any new skill of your choosing
• Salary sacrifice electric car scheme
• Salary sacrifice bike scheme
• Childcare contribution of up to £3,000 per year for dependents aged five and under