Senior Sales Operations & CRM Manager

About Us

We are a rapidly growing group of financial services businesses, spanning corporate foreign exchange, commercial finance, digital assets, and e-money solutions. Our mission is to deliver best-in-class financial products through a combination of technology, regulatory infrastructure, and personalised service. Following significant expansion, including the launch of multiple regulated entities, we are seeking a Senior Sales Operations & CRM Manager to lead pipeline management, client retention, revenue operations (RevOps), and CRM optimisation initiatives across the group.

Role Overview

This is a senior, non-client-facing role focused on overseeing and optimising sales operations processes, ensuring seamless progression of prospects and clients through the pipeline after initial engagement. You will play a critical role in driving revenue growth, maintaining CRM hygiene, and contributing to strategic RevOps initiatives.

This role is ideal for a strategic, analytical, and process-driven professional with at least 3 years of experience in sales operations or GTM roles, who thrives in a fast-paced environment and is eager to take ownership of CRM and RevOps strategies.

You will:

Contribute to the design, execution, and monitoring of sales operations workflows to ensure timely deal progression.
Ensure impeccable data accuracy and CRM hygiene in HubSpot to support strategic decision-making.
Drive revenue operations processes, including tracking tech stack costs, cost per call booked, show-up rates, anticipated revenue, and realised revenue.
Provide actionable pipeline and campaign insights to the sales enablement and go-to-market (GTM) teams.
Collaborate closely with sales leadership to enforce process adherence and optimise team performance.
Spearhead the ideation, creation, and execution of full-cycle outbound campaigns to drive pipeline growth.
Identify and implement opportunities to enhance efficiency, streamline workflows, and improve cross-sell/upsell initiatives.

Key Responsibilities

Pipeline Management & CRM Hygiene

Oversee the mid-to-late stages of the sales pipeline, ensuring deals progress efficiently in line with established processes.
Maintain impeccable data integrity and CRM hygiene in HubSpot, including deal stages, activity logs, and follow-up actions.
Implement and optimise automation workflows (e.g., reminders, alerts, re-engagement tasks) to prevent deal stagnation.

Revenue Operations (RevOps) & Cost Tracking

Contribute to RevOps processes by tracking and optimising key metrics, including cost per call booked, show-up rates, anticipated revenue, and realised revenue.
Monitor and report on the costs of the sales tech stack to ensure cost efficiency and ROI.
Provide data-driven insights to support budgeting and forecasting for sales and marketing initiatives.

Sales Team Support & Collaboration

Partner with a diverse sales team to enforce adherence to sales processes across all pipeline stages.
Deliver advanced training and guidance on HubSpot processes, automation workflows, and reporting tools.
Surface actionable pipeline insights to inform sales strategy and prioritisation during leadership meetings.

Client Retention & Revenue Optimisation

Track client onboarding, first-trade activity, and ongoing engagement to identify drop-off points and opportunities for improvement.
Develop and run reports to support retention campaigns and upsell/cross-sell opportunities across business lines.
Proactively flag dormant or inactive accounts for targeted reactivation efforts.

Outbound Campaign Leadership

Assist with the ideation, creation, and execution of full-cycle outbound campaigns to drive pipeline growth and revenue.
Collaborate with the GTM and Sales Enablement team to align campaigns with business objectives.
Track and report on campaign performance, from booked meetings to revenue impact.

Reporting & Strategic Insights

Support Power BI reporting initiatives to deliver actionable insights (training provided if needed).
Provide the sales team with advanced data-driven insights to improve efficiency and conversion rates.
Develop dashboards and reports to track key performance indicators (KPIs) and inform strategic decisions.

Candidate Profile

Experience: Minimum of 3 years in sales operations, revenue operations, or go-to-market (GTM) roles, with a proven track record of driving process improvements and revenue growth.
HubSpot Expertise (Non-Negotiable): Advanced, demonstrable proficiency in HubSpot CRM, including workflows, reporting, dashboards, and data management.
Analytical & Strategic: Strong ability to analyse data, identify trends, and translate insights into actionable strategies.
Process-Driven Leader: Adept at designing, implementing, and enforcing structured workflows while identifying opportunities for optimisation.
Collaborative Communicator: Comfortable engaging with sales leadership and cross-functional teams to drive process adherence and performance.
Campaign Expertise: Competent in the full cycle of outbound campaign ideation, creation, and execution.
Growth Mindset: Proactive, adaptable, and eager to take on strategic responsibilities in a dynamic environment.
Tech-Savvy: Proficient with CRM tools, sales automation platforms, and reporting systems.

Technical Skills (Nice to Have, Not Mandatory)

· Power BI/Tableau: Experience with data visualisation tools.

· Sales Automation: Familiarity with tools like HeyReach, SmartLead, Instantly, or Clay.

· Project Management: Experience with tools like Asana or Jira.

What We Offer

Salary: £65,000 + competitive performance-based bonus scheme.
Benefits: Company pension, gym membership, company events, and a vibrant work culture.
Growth: Clear pathway to leadership roles in process design, analytics, and campaign strategy as skills and impact grow.
Location: London office, hybrid work available (2-3 days in office per week).
Note: The initial three-month probation period requires full-time office attendance, 5 days a week, 8:30 AM – 5:00 PM.

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Senior Sales Operations & CRM Manager