Do you have 1-2 years’ experience in a client-facing, relationship-building role in financial/professional services?

Are you a confident communicator with high EQ and the ability to engage with senior executives to help increase business?

Our client is at the cutting-edge of SaaS and due to an exciting period of growth, they are looking for a dynamic Sales Associate to work alongside the Director of Enterprise.

You’ll join meetings with senior decision-makers including CEOs, CFOs and Board Directors of FTSE 100 and equivalent organisations. You will support the Director and have the opportunity to learn enterprise sales from the inside – senior relationship building, account strategy and consultative selling.

If you are eager to accelerate your commercial career, this represents a unique opportunity. The environment is buzzing and full of bright minds, open to spotting and sharing ideas. This role is ideal for someone who brings warmth, efficiency and assurance to every interaction.

What you’ll be doing day to day:

• Supporting the Director in managing strategic opportunities and client relationships
• Attending client meetings with senior executives and governance leaders, helping capture key insights, actions, and follow-up requirements
• Building strong understanding of client challenges, priorities, and decision-making processes
• Supporting preparation for important client meetings, including research, briefing notes, agendas

• Owning and coordinating follow-up actions after client meetings, ensuring momentum is maintained
• Helping track actions, stakeholders, timelines, and next steps across complex sales cycles
• Identifying opportunities to improve organisation and client experience throughout the sales process

• Maintaining accurate and up-to-date CRM records, ensuring activity, contacts and next steps are captured
• Assisting with preparation of proposals, order forms, contracts and internal approvals
• Researching target organisations, senior stakeholders and industry developments to support account strategy
• Supporting account planning and preparation for strategic client engagement
• Developing knowledge of firm’s market, products, and value proposition

The skills you need to bring:

• 1-2 years’ experience in a client-facing role, post-graduation
• Exposure to SaaS, B2B or professional services environments preferred
• Able to deliver a high-touch, client-friendly experience
• Confident handling senior stakeholders and sensitive information
• Exceptionally organised, detail-focused and proactive
• Clear, warm communicator who thrives in a fast-paced environment
• Comfortable with CRM systems, scheduling tools and modern digital workflows
• A natural relationship-builder with a service-led, collaborative mindset

Posted date: 24 Jun 2026