Role: Business Operations Manager

Location: Warwick

Salary: £35,000 per annum + Benefits & 2 days WFH

Position Summary:

We are seeking a proactive, detail-oriented, and communicative professional to join our clients Sales & Marketing team as a Business Operations Manager. This is a dynamic role that involves supporting distributor onboarding, conducting scheme reviews, data analysis, and resolving queries. The position requires the ability to work cross-functionally with various teams and manage multiple tasks, ensuring operational excellence and the continued success and growth of our business.

Key Duties & Responsibilities:

Distributor Changes & Onboarding Support:

Collect and submit distributor information to the Compliance Department to meet regulatory and financial criteria.
Ensure completion of onboarding checklists ahead of scheme launches, working across departments.
Assist in sign-off processes for scheme launches by reviewing ‘derivative price breakdown reports’ to verify commercial and policy accuracy.
Collaborate with the Marketing Department to ensure POS materials meet specifications and are accurate.

Management of Scheme Reviews:

Plan, track, and manage Scheme Reviews via our CRM platform, Monday.com.
Prepare and present comprehensive, visually appealing Scheme Review packs, using Power BI reporting, and collaborate with analysts to resolve discrepancies.
Track actions agreed during Scheme Reviews, ensuring commitments are met before the next meeting.

Sales Forecasting & Data Analysis:

Provide senior clients with timely and accurate reporting.
Conduct data analysis using Synergy or Power BI to deliver insights on sales forecasting, performance benchmarking, and trends.

Query Resolution:

Work cross-functionally to resolve dealer queries escalated by senior client management.
Maintain proficiency in key systems (Synergy, MVC) and stay informed of products and routes to market.

Project Support & Process Optimisation:

Assist with projects arising from regulatory, product, or strategic changes.
Contribute to departmental improvements, including CRM enhancements and operational process optimisations.

Other Responsibilities:

Stay informed on industry trends, regulatory updates, and distributor relationships.
Foster strong cross-departmental relationships.
Adhere to policies and procedures, ensuring full compliance and confidentiality.
Ensure compliance with FCA conduct rules, maintaining integrity, due care, and fair treatment of customers.

Key Skills & Competencies:

Strong written and verbal skills to liaise with internal teams and clients.
High accuracy in managing reports, data, and documentation.
Ability to anticipate issues and resolve them efficiently.
Ability to interpret data and deliver insightful reports.
Strong ability to work effectively with multiple stakeholders across departments.

Qualifications & Experience:

Previous experience in a business operations, project management, or insurance-related role is desirable.
Proficiency in CRM systems (Monday.com), data reporting (Power BI, Synergy), and basic knowledge of the automotive and insurance sectors is a plus.
Strong organisational and time management skills.

Why Join Our Client?

You’ll be joining a forward-thinking and collaborative team within a growing business. As part of our partnership, you’ll have opportunities to work on a wide range of projects, gain exposure to new industry trends, and contribute to the company’s strategic growth.

If you’re a proactive and detail-driven professional looking to make an impact in a dynamic, fast-paced environment, we’d love to hear from you.

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Business Operations Manager