About Video Canvas (From Money Alive)
We're an award-winning fintech company specialising in hyper-personalised video communications for the financial services sector. Our platform helps major pension schemes, wealth managers, and financial institutions transform complex information into engaging, personalised video content for their members and clients.
We work with household-name clients, including FTSE 100 companies and government departments, and we're growing rapidly.
The Role
You'll be the single point of contact for our sales operations. You'll coordinate meetings, prepare briefs, capture requirements, draft proposals, maintain our CRM, create content, and ensure our sales process runs smoothly from first conversation through to signed contract.
This isn't a traditional sales role. You won't be cold-calling or closing deals. You're the coordinator who makes sure every opportunity moves forward efficiently.
What You'll Actually Do
Deal coordination
- Prepare concise briefs before client meetings
- Attend calls and demos to capture notes and action items
- Chase prospects for meeting confirmations and follow-ups
- Track commitments and ensure deliverables are completed on time
- Maintain clear visibility on every opportunity in our pipeline
Proposal and documentation
- Work with leadership to prepare statements of work and proposals
- Document client requirements and project specifications
- Create templates and improve sales collateral
- Maintain our CRM as the single source of truth
Content and communications
- Post company updates, wins, and insights on LinkedIn
- Create case studies and client-facing materials
- Coordinate asset requests across teams
- Support marketing and thought leadership initiatives
Process improvement
- Use AI tools to automate repetitive tasks and improve efficiency
- Identify and resolve bottlenecks in our sales process
- Document workflows and best practices
- Implement systems that make everyone more productive
Must-haves
- Financial services experience
- Technology/software company background
- Exceptional communication skills
- Highly organised
- Tech-savvy with CRM systems and AI tools
- Amazing collaborative attitude
Nice-to-haves
- Experience with CRMs (HubSpot, Salesforce, Pipedrive)
- Familiarity with AI productivity tools
- Background in customer success, project coordination, or sales operations
- Understanding of B2B sales cycles in financial services
Practical Details
- Salary: Dependent on experience
- Location: Leeds area preferred; hybrid/remote working available
- Working arrangements: We will consider flexible working and part-time arrangements depending on the candidate
- Reports to: Chief Operations Officer
- Start date: As soon as possible
How to Apply
Send us your CV and a cover note (300-500 words) to jobs@moneyalive.co.uk with your name as the subject.
Video Canvas is committed to building a diverse and inclusive team. We encourage applications from all backgrounds.
Job Types: Part-time, Permanent
Pay: £30,000.00-£40,000.00 per year
Expected hours: 20 – 30 per week
Benefits:
Work Location: Hybrid remote in Leeds (West Yorkshire, Yorkshire and Humber Region)
