A leading international boutique professional services firm based in Mayfair is looking for a BD Operations Executive to join their team.
They are a driven and hardworking team of individuals working with top business leaders around the world. This role offers huge scope for progression and with many interesting projects in the pipeline.
As the BD Operations Executive you will take day to day ownership of their Salesforce platform, oversee end-to-end client engagement processes, and drive internal efficiency initiatives. You will work closely with the Operations Director and provide support on business-critical projects that align with their strategic growth objectives.
Key Responsibilities
1. Salesforce & CRM Management
• Serve as the product owner for Salesforce across the business ensuring full adoption and effective use across teams.
• Lead Salesforce-related initiatives including new org setups, integrations, and optimisations—managing internal stakeholders and third-party consultants.
• Deliver tailored user training, onboarding, and ongoing technical support.
• Maintain data quality and develop reports and dashboards to support strategic decision-making.
• Design and execute campaigns using Salesforce tools (e.g., iContact, email marketing, campaign tracking).
2. Client Engagement & Process Management
• Manage the full client lifecycle: onboarding, contracting, delivery tracking, billing, and reporting.
• Oversee and update documentation such as Statements of Work (SOW), Client Review Calls (CRCs), mentor fee summaries, client end dates, and mentor capacity charts.
• Ensure client data accuracy and consistency across the CRM and operations platforms.
• Work closely on team engagements with the Client Director to produce accurate budgets, time management reports and Statements of Work producing an accurate analysis of costs and time spent against budget on each
engagement.
3. Operational Systems & Process Improvement
• Monitor and manage daily operations, recommending and implementing system enhancements.
• Provide tools, documentation, and training to support operational best practices.
• Act as a key contact for procurement-related queries and contribute to vendor and contract management processes.
4. Strategic Project Management
• Work closely with the CEO and BD team on high-impact business projects aligned to the strategic plan.
• Support the development and execution of go-to-market strategies for new services or client initiatives.
• Coordinate input and resources from the BD team to ensure timely and successful project delivery.
• Track and report on project milestones, risks, and progress to leadership teams.
Required skills and experience:
• Proven experience in Salesforce (or similar CRM platform) management, ideally in a product owner or administrator capacity.
• Strong knowledge of client lifecycle processes, sales operations, and business development support.
• Demonstrate success in driving operational efficiency and managing complex projects.
• Strong analytical mindset and attention to detail, with ability to generate data driven insights.
• Exceptional communication and interpersonal skills; confident delivering training and engaging stakeholders.
• Experience with procurement, legal documentation, budgeting, and event logistics preferred.
This is a hybrid role- 3 days in the office, 2 days working from home.
Hours are 9am-5:30pm.
Salary up to £55,000 plus discretionary bonus plus benefits