Sales Operations Lead

Sales Operational Processes & Communication

• Map, maintain, and continuously improve core distribution workflows and reporting including management and board updates.
• Own and evolve the sales communication framework, ensuring updates on fund launches, operational changes, and sales initiatives are clear, consistent, and aligned across teams.
• Run key governance forums, including sales leadership meetings, cross-functional working groups, and KPI reviews.
• Champion operational discipline and cross-functional transparency, acting as the “glue” between sales and other internal departments to reduce friction and enhance collaboration.

Client Proposals & Regulatory Fund Reporting

• Oversee the full lifecycle of RFPs, RFIs, and DDQs – ensuring timely, accurate, and brand-aligned responses to institutional and intermediary clients.
• Maintain governance, production and delivery of fund factsheets and regulatory fund reporting – KIDs, EMT, EPT, Solvency II, etc.
• Collaborate with Product, IT and Legal/Compliance to ensure all materials meet regulatory and internal control standards.

Distribution Intelligence & Reporting

• Develop and maintain comprehensive sales reporting dashboards and analytics for senior leadership.
• Translate data into actionable insights, supporting strategic distribution planning and performance evaluation.
• Manage and evolve key metrics and KPIs across regional and product-level sales activity.

CRM Governance

• Own and enforce CRM data integrity and usage standards.
• Drive adoption of CRM as the single source of truth for client interactions, pipeline management, and activity tracking.
• Implement enhancements that improve user experience and reporting accuracy.
• Partner with Marketing to align CRM and marketing automation systems – ensuring seamless lead capture, campaign tracking, and attribution reporting.

Skills and Qualifications

• 7+ years of experience in sales operations, enablement, or business management within asset management.
• Strong understanding of distribution processes, CRM systems (Salesforce preferred), and data governance.
• Experience managing RFP, client onboarding, and fund reporting workflows.
• Excellent stakeholder management and communication skills, able to bridge commercial and operational teams.
• Strategic thinker with a hands-on approach and a focus on continuous improvement.
• Analytical mindset with advanced skills in data visualization and reporting tools (e.g., Power BI, Excel, etc.).
• Proven ability to lead governance and process optimisation initiatives across complex organizations.
• Detail-oriented, highly organised, and capable of managing multiple priorities.
• Strong people and team management skills – capable of leading, mentoring, and developing individuals or cross-functional contributors.