Overview
We are a rapidly growing group of financial services businesses, spanning corporate foreign exchange, commercial finance, digital assets, and e-money solutions. Our mission is to deliver best-in-class financial products through a combination of technology, regulatory infrastructure, and personalised service. Following significant expansion, including the launch of multiple regulated entities, we are seeking a Senior Sales Operations & CRM Manager to lead pipeline management, client retention, revenue operations (RevOps), and CRM optimisation initiatives across the group.
You will
* Contribute to the design, execution, and monitoring of sales operations workflows to ensure timely deal progression.
* Ensure impeccable data accuracy and CRM hygiene in HubSpot to support strategic decision-making.
* Drive revenue operations processes, including tracking tech stack costs, cost per call booked, show-up rates, anticipated revenue, and realised revenue.
* Provide actionable pipeline and campaign insights to the sales enablement and go-to-market (GTM) teams.
* Collaborate closely with sales leadership to enforce process adherence and optimise team performance.
* Spearhead the ideation, creation, and execution of full-cycle outbound campaigns to drive pipeline growth.
* Identify and implement opportunities to enhance efficiency, streamline workflows, and improve cross-sell/upsell initiatives.
Key Responsibilities
* Oversee the mid-to-late stages of the sales pipeline, ensuring deals progress efficiently in line with established processes.
* Maintain impeccable data integrity and CRM hygiene in HubSpot, including deal stages, activity logs, and follow-up actions.
* Implement and optimise automation workflows (e.g., reminders, alerts, re-engagement tasks) to prevent deal stagnation.
Revenue Operations (RevOps) & Cost Tracking
* Contribute to RevOps processes by tracking and optimising key metrics, including cost per call booked, show-up rates, anticipated revenue, and realised revenue.
* Monitor and report on the costs of the sales tech stack to ensure cost efficiency and ROI.
* Provide data-driven insights to support budgeting and forecasting for sales and marketing initiatives.
* Partner with a diverse sales team to enforce adherence to sales processes across all pipeline stages.
* Deliver advanced training and guidance on HubSpot processes, automation workflows, and reporting tools.
* Surface actionable pipeline insights to inform sales strategy and prioritisation during leadership meetings.
* Track client onboarding, first-trade activity, and ongoing engagement to identify drop-off points and opportunities for improvement.
* Develop and run reports to support retention campaigns and upsell/cross-sell opportunities across business lines.
* Proactively flag dormant or inactive accounts for targeted reactivation efforts.
* Collaborate with the GTM and Sales Enablement team to align campaigns with business objectives.
* Track and report on campaign performance, from booked meetings to revenue impact.
Reporting & Strategic Insights
* Support Power BI reporting initiatives to deliver actionable insights (training provided if needed).
* Provide the sales team with advanced data-driven insights to improve efficiency and conversion rates.
* Develop dashboards and reports to track key performance indicators (KPIs) and inform strategic decisions.
Candidate Profile
* Experience: Minimum of 3 years in sales operations, revenue operations, or go-to-market (GTM) roles, with a proven track record of driving process improvements and revenue growth.
* HubSpot Expertise (Non-Negotiable): Advanced, demonstrable proficiency in HubSpot CRM, including workflows, reporting, dashboards, and data management.
* Analytical & Strategic: Strong ability to analyse data, identify trends, and translate insights into actionable strategies.
* Process-Driven Leader: Adept at designing, implementing, and enforcing structured workflows while identifying opportunities for optimisation.
* Collaborative Communicator: Comfortable engaging with sales leadership and cross-functional teams to drive process adherence and performance.
* Campaign Expertise: Competent in the full cycle of outbound campaign ideation, creation, and execution.
* Growth Mindset: Proactive, adaptable, and eager to take on strategic responsibilities in a dynamic environment.
* Tech-Savvy: Proficient with CRM tools, sales automation platforms, and reporting systems.
Technical Skills (Nice to Have, Not Mandatory)
* Power BI/Tableau: Experience with data visualisation tools.
* Sales Automation: Familiarity with tools like HeyReach, SmartLead, Instantly, or Clay.
* Project Management: Experience with tools like Asana or Jira.
What We Offer
* Salary: £65,000 + competitive performance-based bonus scheme.
* Benefits: Company pension, gym membership, company events, and a vibrant work culture.
* Growth: Clear pathway to leadership roles in process design, analytics, and campaign strategy as skills and impact grow.
* Location: London office, hybrid work available (2-3 days in office per week).
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