Job Description
Are you someone who instinctively sees where a sales organisation could be sharper, more disciplined and more effective? This is a high-impact, independent role focused on defining and elevating institutional sales standards. Reporting to the Head of Strategy & Execution — with direct Board exposure — you’ll set the benchmark for what “great” looks like and ensure it’s consistently delivered across the organisation. What you’ll be doing:
* Defining and maintaining best-in-class institutional sales standards
* Auditing sales processes, client interactions and pipeline management
* Assessing CRM adoption and usage quality (Salesforce, HubSpot or similar)
* Benchmarking against industry best practice across B2B / institutional sales
* Identifying performance gaps and process inefficiencies
* Delivering data-driven insights and actionable recommendations to leadership
* Driving measurable improvements in sales execution and effectiveness
* This role isn’t about producing reports — it’s about raising standards and creating tangible impact.
What we’re looking for:
* 7+ years’ experience in sales operations, enablement, management or sales consulting within financial services
* Strong understanding of B2B / institutional sales cycles
* Proven experience improving or implementing scalable sales frameworks
* Advanced CRM expertise (Salesforce, HubSpot or similar)
* Data-driven, commercially pragmatic mindset
* Confidence delivering candid feedback at senior level
* Genuine interest in AI and modern sales technology
If you enjoy operating independently, influencing senior stakeholders and seeing real change as a result of your work — this could be a genuinely compelling move. If you’d be open to a confidential conversation, reach out to us.