You will act as the vital connective tissue for commercial operations, ensuring seamless execution across the sales lifecycle. By coordinating deal flows, managing CRM integrity, and drafting technical proposals, you will enable leadership to focus on high-value growth. This hybrid role combines operational precision with creative content support in a fast-paced environment.
Back to all jobs
Find a job withJack
This job is no longer actively hiring. Open Roles to see active jobs.
Leeds, United Kingdom£30k-£40k
Sales Operations Coordinator at Rapidly growing fintech SaaS
Are you an organized operator looking to sit at the heart of a scaling fintech? This unique role serves as the commercial engine for an award-winning SaaS company working with household-name financial institutions. You won't be cold-calling; instead, you'll be the strategic coordinator managing deal flows, drafting high-stakes proposals, and leveraging AI tools to optimize the sales cycle. If you have a background in financial services and a passion for technology, this is your chance to work directly with founders and a COO to shape the operational future of a rapidly growing firm. Join a team where your precision directly enables FTSE 100-level success.
Overview
Role overview
Company
About the company
Rapidly growing fintech SaaS
Responsibilities
What you will do
- Coordinate the end-to-end sales process, from preparing client briefs to capturing requirements and chasing deliverables.
- Manage the CRM as the single source of truth and draft professional statements of work and proposals.
- Support marketing initiatives by creating LinkedIn content, case studies, and improving sales collateral templates.
Candidate profile
Who this is a fit for
- Proven background in the financial services sector, specifically within pensions, investments, or wealth management.
- Prior experience working within a SaaS or technology-led business environment.
- Highly organized communicator who is tech-savvy with CRM systems and modern AI productivity tools.
What makes it remarkable
Why this role is remarkable
- Work at the intersection of financial services and hyper-personalized technology with FTSE 100 clients.
- Join an award-winning firm during a period of rapid scale-up with high visibility to company founders.
- Gain hands-on experience implementing AI-driven productivity tools and automating sophisticated sales workflows.
Jack & Jill
How Jack & Jill work together
I get to know what you’re great at, then find roles you’d never find yourself.Ok, I'll go first. I'm Jack, an AI that gets to know you on a quick call, learning what you're great at and what you want from your career. Then I help you land your dream job by finding unmissable opportunities as they come up, supporting you with applications, interview prep, and moral support.
I recruit from Jack’s network and make the intro when I spot a great match.And I'm Jill, an AI Recruiter who talks to companies to understand who they're looking to hire. Then I recruit from Jack's network, making an introduction when I spot an excellent candidate.
Meet Jack
Jack gets to know what you're great at and what you want next, then searches 14 million jobs daily and introduces you directly to hiring managers.
How does this work?
Jack's an AI agent for job searching and career coaching. He works for you.
Jill is the AI recruiter working for the company. She recruits from Jack's network.
If it's a match and the company wants to meet you, they'll make the intro. In the meantime, if you'd like, Jack will send you excellent alternatives.
Jack