Sales Operations Coordinator supporting the Sales team at Anapaya in Zurich. Managing schedules, tracking deals, and coordinating with partners and stakeholders.
About the role
- Sales Operations Lead at WisdomTree focusing on operational excellence across European sales. Leading a team for governance, processes, and client proposals in asset management.
Responsibilities
- Drive efficiency, governance, and operational excellence across distribution function in Europe.
- Ensure that sales team operates with clarity, consistency, and efficiency.
- Lead a team of 6 handling Client Proposals & Regulatory Fund Reporting, Distribution Intelligence & Reporting, CRM Governance and Sales Processes and 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 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.
Requirements
- 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.
Job title
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