Investec is a distinctive Specialist Bank serving clients principally in the UK and South Africa. Our culture gives us our edge: we work hard to find colleagues who'll think out of the ordinary and we put them in environments where they'll flourish. We combine a flat structure with a focus on internal mobility. If you can bring an entrepreneurial spirit and a desire to learn and collaborate to your work, this could be the boost your career deserves.

Embedded in our culture is a sense of belonging and inclusion. This creates an environment in which everyone is free to be themselves which helps to drive innovation, creativity and ultimately business performance. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation.

Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!

Team Description

The Sales Operations Team is the link between our sales leaders and our support teams such as analytics, CRM, data and marketing.

We have two primary objectives:

Ensure the Sales strategy can be actioned, measured and delivered in a way that success can be clearly understood and areas for improvement easily identified.
Enable our people to fully focus on their primary objectives and be as successful as possible by removing unnecessary tasks whilst continually looking for opportunities for them to be more successful

Description of role and key responsibilities

As a Sales Operations Executive, you will be required to perform tasks relating to the supporting, monitoring and reporting of the success of sales teams across the Private Companies Group (PCG) at Investec. This role does not require any previous experience with the systems used or expertise on the subject matter as full on the job training with be given. The Sales Operations team are responsible for helping deliver the PCG's sales strategy and work closely with the Sales and Origination teams to achieve the vision set for them. A main aim of the role will be to work with the Sales leaders to alleviate the pressure on them having to spend time gathering information and ensuring processes are followed. By assisting with these responsibilities we will enable them to focus on their team's performance and work closer with team members to increase the quality of their client interactions.

Responsibilities

Support the execution of the Sales strategy through enforcement of robust processes
Organisation, delivery and performance monitoring of Sales & Origination activity
Ensuring sales process is followed and reflected in CRM
Monitor CRM exception reports and liaise with the individuals to ensure accuracy
Liaise with analytics to maintain and develop MI
Continued development and maintenance of CRM and Power Bi dashboards
Ad-hoc data requests
Work with our internal prospecting tools to produce high quality leads in CRM for our Sales & Origination teams
Coordinate regular marketing activity for Sales & Origination teams
Project work as required
- CRM development
- Assisting and improving CRM knowledge and usage within PCG stakeholder teams

Core skills and knowledge

Actively display and understands our values – Teamwork, Responsibility, Adaptability, Customer focus and Knowledge
Strong initiative with good problem solving skills
Good team player but also able to work on own initiative
Ability to establish good working relationships with stakeholders
Ability to learn new systems and processes
Strong organisation, accuracy and attention to detail
Good communication and interpersonal skills
Strong sense of urgency and dedicated work ethic
Experience at learning a new system and basic Microsoft Excel skills would be beneficial but not essential.

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Sales Operations Executive