Sales Operations & Forecasting Lead (Private Equity)

Sales Operations & Forecasting Lead (Private Equity Business Development)

Rank: VP / Senior VP

Location: London

About Capital Dynamics:

Capital Dynamics (‘CD’) is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries, and direct investments) and clean energy.

Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia.

Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as in GRESB benchmarking for its clean energy strategy.

Role Purpose:

Capital Dynamics ("CD") seeks to hire a Sales Operations & Forecasting Lead to join our Private Equity Business Development - Sales team in London.

Working alongside the Global Head of Sales and Capital Dynamics CEO, the Sales Operations & Forecasting Lead will own the operational and reporting functions for all CD’s Private Equity and Clean Energy fundraising / sales processes, including routine and strategic project initiatives.

Key to this role is maintaining strong working relationships with all BD - Sales team members globally, and regularly liaising with Legal, Compliance, Finance, and Investment Management on a number of sales operations initiatives.

The ideal candidate will possess a strong entrepreneurial mindset, project management, financial modelling, exceptional organizational and communication skills, along with the ability to meet critical deadlines.

Previous sales operations and revenue forecasting experience in a high-performance firm with a small to medium-sized direct global sales team is essential.

Key Tasks and Responsibilities:

• Manage the firm’s sales forecasting process and reporting activities, interfacing directly with all global Sales teams and other colleagues to project sales / private fund closes and the associated revenue.
• Manage ‘’other’’ key sales activities, including ad-hoc activity reporting, sales process training, sales kick-offs, and sales review events.
• Support the Head of Sales and CEO with the annual objective setting for Sales Professionals and Compensation administration, working alongside HR and Finance teams.
• Utilize data-driven insights to assist the Head of Sales and CEO in evaluating the performance of the sales channel/sales individuals and identify areas for additional opportunity and improvement.
• Develop and maintain analytics, dashboards, and reporting systems to improve sales process monitoring and reporting.
• Act as the CRM champion within CD, ensuring correct use and timely/accurate updates to support reporting processes.
• Responsible for documenting in CRM to ensure compliance with regulatory requirements on an annual basis.
• Oversee critical aspects of the private fund's ‘’closing process’’ to ensure all information documented in CRM is accurate.
• Create and own process of placement agent/referral partner oversight and compensation process, accounting for retainer fees, placement agent fees, revenue share arrangements, etc.

Attributes:

• Minimum of 8 to 10 years of experience in a sales operations, business manager, "chief of staff" or revenue forecasting-related role where a disciplined sales forecasting and reporting system was operational.
• Excellent analytical, financial modeling, and communication skills.
• Willingness to work collaboratively and on time with teams located globally.
• Highly organized and priority-driven with a demonstrated ability to meet multiple deadlines and manage time effectively and efficiently.

Education and Qualifications:

• Bachelor’s degree in business, marketing, or a financially related field preferred.
• Experience working in private equity, asset management, investment banking, or for a CRM / ERP solutions organization.
• An understanding of private equity fundraising or capital formation processes is highly desirable.
• Preference for an advanced degree such as an MBA or a professional certification - i.e., CFA or CAIA, though not essential.
• Advanced Microsoft Office skills: Word, PowerPoint, Outlook, and Excel.

Languages:

• Must be fluent in English and display superior writing skills.

Diversity & Inclusion:

Capital Dynamics is an Equal Opportunity Employer and is committed to creating a globally diverse workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion (“D&I”) are key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics.