The Temporary Sales Support Associate will provide immediate support to improve the quality and utilisation of ISLA's CRM, support member and prospect activity, and ensure actions and follow-ups are managed consistently. This is a hands‑on, delivery-focused role with clear priorities, practical outputs and a structured handover at the end of the assignment.
About ISLA
The International Securities Lending Association (ISLA) is the leading trade association for the securities financing industry. Our 280+ global members based in 35 jurisdictions include beneficial owners, institutional investors, asset managers, custodial banks, lending agents, prime brokers, fintechs and service providers, spanning the breadth of the securities financing ecosystem, including securities lending, financing, collateral management and related digital transformation.
Key Responsibilities
CRM Ownership and Data Quality
- Take day‑to‑day ownership of ISLA's CRM, currently HubSpot, maintaining accurate company, contact, membership, engagement and pipeline records.
- Maintain agreed data standards, required fields and routine data‑quality checks.
- Maintain lists and produce reports covering member engagement, meeting activity, prospects, onboarding and agreed priorities.
- Support colleagues in the consistent use of the CRM and escalated system issues where appropriate.
- Maintain clear notes on CRM processes, changes and open issues, and complete an orderly handover before the assignment ends.
Relationship Management and Sales Support
- Prepare concise briefing packs for member and prospect meetings, drawing from relevant ISLA activity.
- Coordinate meetings, agendas and follow‑up actions, ensuring commitments are recorded and progressed.
- Support member onboarding, prospect follow‑up, renewal activity and targeted outreach campaigns.
- Maintain the relationship management calendar, pipeline and action tracker, escalating overdue or at‑risk items.
- Prepare regular management information and presentation materials on engagement, retention and pipeline.
Additional Support
- Provide flexible administrative support to the COO and relationship management, as required.
- Provide backup support for relevant member administration and coordination activity, as required.
- Work collaboratively with colleagues across ISLA to maintain accurate stakeholder information and coordinated member activity.
- Identify practical opportunities to improve administrative processes and follow‑up.
Essential Skills and Experience
- Strong attention to detail and data accuracy, with the ability to learn and use business systems confidently.
- Strong Excel and Microsoft 365 skills, with confidence handling data accurately and producing clear management information.
- Excellent organisation and follow‑through, with the ability to manage multiple priorities at once.
- Clear written and verbal communication skills and a professional, service‑oriented approach to internal and external stakeholders.
- Good judgement, discretion and confidence working with member, prospect and commercially sensitive information.
- A practical, proactive and collaborative mindset, with willingness to support a small organisation beyond a narrow job boundary.
- Experience in financial services, particularly within securities finance or capital markets.
- Experience supporting relationship managers, sales teams or membership teams.
- Experience using a CRM or similar database to maintain contact information, record activity and support reporting. Experience using HubSpot would be an advantage.
Terms and Application
- Job Type: Temporary, for an initial 12-week period, on a full‑time or part‑time basis.
ISLA is an equal opportunities employer. We welcome applications from suitably qualified candidates from all backgrounds and are committed to creating an inclusive workplace.
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