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.
