About Zomint
Zomint is building a trusted, technology-led wealth platform for mass-affluent investors who need more than a DIY app but do not receive the depth of support offered by private banking.
Our system combines AI-led research, monitoring and portfolio analysis with human judgment at the moments that matter. We are built by the team behind Bekifaayati and backed by Lightspeed and Prime Venture Partners.
We are early, move fast and are building the operating infrastructure for long-term financial relationships across investments, insurance, tax and planning.
What you will own
- Own defined workstreams across the advisory and client-engagement journey, from lead qualification and consultation through onboarding and ongoing engagement.
- Maintain reliable dashboards and trackers for show-up, conversion, activation, engagement, top-ups, referrals and follow-ups.
- Analyse funnel and client-level data to identify drop-offs, recurring issues and opportunities for improvement.
- Run CRM hygiene checks and ensure lead stages, call outcomes, follow-up dates and client actions are updated correctly.
- Support post-onboarding engagement across welcome journeys, onboarding completion, portfolio reviews, top-ups and referrals.
- Help build segmented engagement calendars, triggers and next-best-action workflows for prospects and clients.
- Coordinate re-engagement for prospects and clients who become inactive, miss reviews or require follow-up.
- Document and improve playbooks for no-show recovery, lead follow-up, client outreach, review preparation and advisor handoffs.
- Prepare daily and weekly operating reviews with accurate data, clear insights, owners and closure dates.
- Coordinate across advisors, acquisition, client operations, support and product to move actions to closure.
- Support experiments and process changes, track their impact and share what worked or did not.
- Use AI to analyse calls and engagement behaviour, automate repetitive work and improve reporting quality.
ROLE
Turn operating problems into reliable execution.
You will work closely with the Program Manager and functional teams to improve how Zomint acquires, onboards and engages clients. This is a hands-on role for someone who enjoys working with data, finding gaps and making sure fixes are implemented properly.
You should be comfortable moving between spreadsheets, dashboards, CRM checks, process documentation and cross-functional follow-ups. Over time, you will take independent ownership of larger operating workstreams.
What we are looking for
- 1-3 years in business operations, sales operations, program management, growth operations, analytics, consulting, a founder's office or another execution-focused role.
- Strong comfort with data, including spreadsheets, funnels, dashboards, metric definitions and basic root-cause analysis.
- High attention to detail and the discipline to keep trackers, CRM records, follow-ups and review inputs accurate.
- An understanding of customer journeys across acquisition, consultation, onboarding and ongoing engagement.
- Structured problem-solving: you can break a broad problem into smaller questions, analyse the evidence and recommend practical next steps.
- AI-native working ability: you use AI meaningfully to analyse, automate, document and execute better - not only to generate content.
- High ownership and follow-through: you flag issues early, keep actions moving and close loops without repeated reminders.
- Clear written and verbal communication, with the ability to coordinate across advisors and functional teams.
- Comfort working in a fast-moving environment where priorities can change and processes are still being built.
Good to have
- Experience supporting advisor, counsellor, inside-sales, customer-success or relationship-management teams.
- Exposure to SQL, Metabase, Retool, advanced Excel/Google Sheets, automation tools or similar systems.
- Experience using call recordings or transcripts for quality audits, objection analysis, coaching and process improvement.
- Prior exposure to fintech, wealth tech, financial services, advisory or investment workflows.
