Account Executive Ops

    OLIVER

    🇬🇧 London, England, United Kingdom
    Financial
    Hybrid
    See your match score
    Posted Today
    Work Type

    On-site

    Vertical

    Financial

    Source

    arbeitnow

    About this role

    Established in 2004, OLIVER is the world's first and only specialist in designing, building, and running bespoke in-house agencies and marketing ecosystems for brands. We partner with over 300 clients in 40+ countries and counting. Our unique model drives creativity and efficiency, allowing us to deliver tailored solutions that resonate deeply with audiences.

    As a part of The Brandtech Group, we're at the forefront of leveraging cutting-edge AI technology to revolutionise how we create and deliver work. Our AI solutions enhance efficiency, spark creativity, and drive insightful decision-making, empowering our teams to produce innovative and impactful results.

    Role: Account Executive Ops Location: London, United Kingdom (2-3 days a week from our London offices)

    About the role:

    You will be the operational backbone of the account. You'll gather and validate data from a large freelance network, produce accurate reporting and cost estimates, and support the planning of large-scale localisation events. You'll work independently on day-to-day tasks and partner closely with internal teams, finance, vendors and Client's events team.

    Your work helps the account run smoothly, stay compliant with client policy and deliver on time. A few times a year, client campaigns will require you to work from Client's London office. We'll share more detail at interview stage

    What you will be doing:

    Data, Financial Management and Reporting

    Gather and validate weekly timesheet data from a large network of freelancers. Create and maintain reporting templates, adapting them as

    requirements change. Gather and analyse data for internal and client-facing reports. Create accurate, timely cost estimates for clients.

    Logistics and Coordination

    Provide logistics and planning support for large-scale localisation events, coordinating between internal teams and external stakeholders. Work with Client's events team to organise travel and accommodation for attendees, ma

    Selling Motion

    Prospecting

    Channel / Partner

    Sell through partners, resellers, or alliances

    Requirements at a Glance

    Bachelor's Degree·Required

    Typical Day — Account Executive

    Demos4–6/week
    Client meetings3–5/week
    Proposals2–3/week
    Pipeline review1–2×/week

    Estimates based on role type and selling motion — actual may vary by company.

    Financial Services — Interview Intel

    Typical Sales Cycle

    3–6 months (Retail) · 6–18 months (Institutional)

    Common Buyer Objections

    • "Regulatory concerns — need compliance approval"
    • "We already have a vendor for this"
    • "Need to see 3-year track record"
    • "Committee-based decision — multiple approvers"

    Key Industry Metrics

    AUM (Assets Under Management)Risk-Adjusted ReturnsCompliance Pass RateClient Retention RateRevenue Per Advisor

    Hot Topics to Reference

    • • AI in fraud detection and compliance
    • • Open banking APIs
    • • ESG investing mandate shifts
    • • Embedded finance partnerships

    Use these insights to speak the buyer's language in interviews.

    —

    Walk me through your discovery process.

    Template question
    —

    How do you handle a prospect who goes silent mid-deal?

    Template question
    —

    Tell me about your largest closed deal and the sales cycle.

    Template question
    —

    How do you build business cases for stakeholders?

    Template question
    —

    Describe a deal you lost and what you learned.

    Template question
    Research OLIVER's product, recent news, and key competitors
    Review relevant certifications and licensing requirements
    Review the job description and map your experience to each requirement
    Role Insights

    Account Executives are the revenue engine of any sales organization — this role will require strong pipeline management and closing skills.

    Licensing requirements (Series 7, 63, etc.) may be needed or beneficial.

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