Sales Operations Manager (HubSpot-focused)
London / Hybrid
Penfold
We’re on a mission to help everyone save enough to be comfortable later in life — by making pensions accessible, engaging, and easy to understand.
There’s over £1 trillion sitting in UK pensions, yet the industry is dominated by traditional providers with outdated products and poor customer experiences. Penfold is changing that. We’ve built a modern, tech-driven pension platform that puts customers first.
We’re a focused team of ~50, based primarily across London and Tallinn, backed by leading FinTech investors. We manage £1bn+ in pension assets for over 100,000 savers and thousands of businesses, and we’re growing fast.
As we scale our go-to-market engine, we’re looking for a Sales Operations professional to help us build a world-class, data-driven sales function that can grow efficiently and predictably.
The Role
As Sales Operations, you’ll be the operational backbone of our sales team. Your job is to make selling at Penfold simpler, faster, and more effective.
You’ll own our sales systems (especially HubSpot), keep data clean and reliable, enable the team with the right tools and collateral, and turn strategy into execution alongside Sales, Marketing, and Leadership.
This is a hands-on role for someone who loves structure, process, and data — and who gets real satisfaction from enabling others to perform at their best.
What You’ll Be Doing
Own & optimise HubSpot
- Day-to-day ownership of HubSpot for Sales
- Build and maintain pipelines, deal stages, workflows, automations, and dashboards
- Ensure excellent CRM hygiene, reporting, and forecasting
- Improve lead routing, handoffs (SDR → AE), and lifecycle tracking
- Troubleshoot issues and continuously improve how the team uses the CRM
Enable sales productivity
- Create, organise, and maintain sales collateral (decks, one-pagers, case studies, email templates)
- Ensure reps always have the right materials at the right time
- Support onboarding and ongoing enablement for SDRs and AEs
- Document sales processes so they’re easy to follow and scale
Data enrichment & pipeline quality
- Own lead and account data quality across the funnel
- Implement and manage enrichment tools (e.g. Cognism, Apollo, ZoomInfo)
- Improve ICP targeting and segmentation
- Monitor funnel health and surface insights on conversion, drop-off, and velocity
Tools & systems
- Evaluate, select, and implement new sales tools
- Ensure tools are well-integrated and actually used
- Retire tools that don’t deliver ROI
- Be the internal expert on how our sales stack works
Sales insight & decision support
- Build dashboards and reports for leadership (pipeline, performance, forecasting)
- Help answer questions like:
- Where are deals getting stuck?
- Which segments convert best?
- What’s limiting our ability to scale?
- Partner with leadership on planning, forecasting, and goal-setting
Who This Role Is For
You’re analytical, organised, and proactive. You enjoy working behind the scenes to enable high-performing sales teams, and you’re comfortable switching between systems, data, and people. You take pride in building processes that actually get used.
Must-haves
- Proven experience in Sales Ops, RevOps, or a similar role
- Strong hands-on HubSpot experience (essential)
- Experience supporting B2B sales teams (SDR + AE motion)
- Strong analytical skills and comfort with funnel and revenue data
- Ability to move fast without losing attention to detail
Nice-to-haves
- Experience in SaaS, FinTech, HR tech, or another B2B subscription business
- Experience implementing or managing sales tools
- Experience in a scale-up or high-growth startup
Our Benefits
- Competitive salary (regularly reviewed for fairness and progression)
- Meaningful share options
- 10% employer pension contribution (no matching required)
- Private medical insurance via Vitality
- Unlimited holiday
- Great London office at The Ministry (run by Ministry of Sound)
- Free company lunch every week
- Top-tier MacBook + WFH equipment
- Cycle to Work scheme
- Learning & development budget
- Quarterly company socials and regular team meetups
We’re deeply committed to building a diverse and inclusive team and creating a hiring process where everyone has the best chance to shine. If you need any reasonable adjustments, just let us know.
