Role Overview

The Head of Revenue Operations & Technology is responsible for designing, building, and optimising the systems, data, and technology that power revenue growth across the business.

This role owns the commercial engine - spanning CRM (Salesforce), customer data, sales tooling, automation, and AI-driven solutions - ensuring the business can scale efficiently, improve conversion, and maximise customer lifetime value.

Working across Sales, Marketing, Operations and Compliance this role translates commercial strategy into systems, processes, and technology that deliver measurable performance.

This is a commercially accountable role with direct impact on revenue outcomes.

Core Accountability

The Head of Revenue Operations & Technology is accountable for:

CRM-driven revenue performance (retention, repeat revenue, LTV)
Commercial data accuracy, visibility, and usability
Sales productivity and pipeline efficiency
Ownership and evolution of the commercial tech stack
Identification and implementation of AI and automation opportunities

A defined revenue and performance target will sit within this role.

Key Responsibilities & Performance Areas

1. Revenue Operations Strategy & Performance

● Design and implement a scalable revenue operations framework across all product channels.

● Improve pipeline visibility, conversion rates, and forecast accuracy.

● Identify inefficiencies in the revenue lifecycle and implement structural improvements.

● Partner with Sales Leadership to drive disciplined, data-led sales execution.

2. CRM (Salesforce) Ownership & Optimisation

● Own Salesforce as the core CRM platform, ensuring it supports commercial objectives.

● Drive structured opportunity management, pipeline hygiene, and data integrity.

● Enhance system functionality through automation, workflows, and integrations.

● Ensure high adoption and consistent usage across all product channels.

3. Commercial Data & Customer Intelligence

● Build a robust data framework that enables segmentation, insight, and decision-making.

● Translate customer and pipeline data into actionable commercial insights.

● Enable targeted engagement through structured segmentation (in partnership with Campaign Manager).

● Develop customer intelligence tools to support improved customer engagement and drive cross pollination opportunities.

● Support leadership with data-led strategic recommendations.

4. Technology Stack & Innovation

● Own and evolve the commercial technology stack (CRM, sales tools, data platforms).

● Identify, test, and implement AI and automation solutions to improve efficiency and performance.

● Evaluate new tools that enhance sales productivity, reporting, and customer insight.

● Reduce operational friction through smart system design and integration.

5. Cross-Functional Enablement

● Enable Campaign Manager with segmentation, targeting, and performance insight.

● Partner with Sales to improve opportunity management and pipeline discipline.

● Work with Finance and Leadership to align reporting, forecasting, and planning.

● Drive accountability for CRM usage and data ownership across the business.

Experience & Profile

● Proven experience in Revenue Operations, CRM leadership, or commercial systems roles.

● Strong Salesforce expertise and understanding of CRM ecosystems.

● Experience implementing or optimising commercial tech stacks.

● Exposure to AI, automation tools, and modern data platforms.

● Strong commercial mindset with experience influencing revenue performance.

● Ability to operate across strategy, systems, and execution.

Why Charles & Dean?

Private Healthcare through Vitality
Access to Spill Mental Health Support
Access to Octopus Money Financial Advice
Enhanced Sick Pay
Cycle to Work Scheme
Cycle Saver
Company Pension
Referral Programme
Company Events
22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Job Type: Full-time

Pay: £70,000.00-£85,000.00 per year

Work Location: In person

Charles & Dean Finance

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Head of Revenue Operations & Technology