Revenue Operations & Data Manager

Location: London (Hybrid)

Team: Finance / Commercial

Reports to: CFO

Contract: Full Time

Compensation: Competitive base salary + performance bonus

About VantagePoint

VantagePoint is a global finance transformation and technology consultancy helping organisations modernise the finance function through process improvement, data, and leading technology platforms.

Founded in London, the firm has grown rapidly from a team of five to more than 100 professionals across Europe, North America and APAC.

We specialise in implementing and optimising market-leading finance technologies, supporting organisations through complex transformation programmes and helping finance teams operate with greater control, transparency and insight.

Our model combines deep finance expertise with strong technical delivery – allowing us to deliver practical outcomes and long-term partnerships with our clients.

The opportunity

We’re looking for a Revenue Operations & Data Manager to own and elevate the integrity, structure, and flow of our commercial and operational data.

This is a hands-on, systems-led role at the intersection of CRM, operational systems, and finance – ensuring our data is trusted, our systems are connected, and our forecasting is reliable.

You will act as the single owner of data quality across the revenue lifecycle – from deal creation through to project setup and financial insight – playing a key role in improving revenue predictability, operational efficiency, and decision-making.

You identify and resolve inconsistencies, remove manual processes, and improve data reliability.

Core responsibilities

CRM ownership & pipeline hygiene

Own CRM data quality across pipeline – deal stages, probabilities, close dates, and values
Establish governance and hold deal owners accountable for accuracy
Run regular pipeline reviews to ensure forecasting reflects reality
Build automated workflows (e.g. Zapier) to enforce hygiene and reduce manual chasing

Data architecture & system integration

Own the end-to-end data model across CRM (Attio), project tracking tools (Rocketlane), and finance systems
Design and maintain clean, scalable data flows between systems
Identify and resolve data gaps, duplication, and inconsistencies
Reduce reliance on spreadsheets and manual reconciliation

Forecasting & commercial insight

Translate pipeline and project data into accurate revenue forecasts
Identify gaps between pipeline, delivery progress, billing, and revenue
Surface risks, trends, and performance signals early
Partner with leadership to improve forecast accuracy and decision-making

Project data & system flow

Ensure clean data handoff from closed deal to project setup across systems
Own the integrity of project-level data (structure, metadata, financial inputs)
Build automations to remove manual re-keying between systems
Maintain clear documentation of how data flows and processes

Automation & continuous improvement

Own the automation stack across commercial and operational workflows
Identify and eliminate manual or repetitive processes
Maintain a prioritised backlog of improvements and automations
Track impact – time saved, errors reduced, speed improved

What we’re looking for

Experience & capability

Experience in Revenue Operations, Data/Systems, or Operational Finance in a consultancy or professional services environment
Strong hands-on experience with CRM systems (e.g. HubSpot, Attio) and pipeline management
Experience with workflow automation tools and building multi-step workflows
Understanding of how data flows across CRM > delivery > finance (ERP)
Experience producing forecasting, pipeline, or performance insights (not just reporting)
Strong grasp of data structures, integrations, and system design

Key attributes

High attention to detail with a low tolerance for poor data quality
Comfortable holding stakeholders to account, particularly within sales
Systems-minded – always looking to simplify, structure, and automate
Able to operate across technical detail and commercial context
Clear, confident communicator with senior stakeholder presence

What success looks like

CRM pipeline is accurate, owned, and trusted – not chased
Systems are connected end-to-end with clean, reliable data flows
Forecasting is consistent, data-led, and used to drive decisions
Project data is set up right first time, enabling reliable downstream reporting
Manual processes are progressively eliminated through automation

Our values

Thrive together - we win as one team
Take ownership - accountability for outcomes, not just tasks
Quality, every time - consistent, well-judged delivery
Be human, first - trust, empathy and respect
Speak with clarity - open, direct, low ego
Move with intent - decisive, reflective, always improving

VantagePoint

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Revenue Operations & Data Manager