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.