Revenue Operations Manager
About Us
3173 is a privately owned UK firm of pensions experts with clients throughout the UK, serviced from offices in London, Belfast, Glasgow, Manchester, Birmingham, Bristol and Leeds.
The 3173 Group of companies includes Dalriada Trustees Limited (Dalriada) one of the UK’s largest professional pension scheme trustee companies. Spence & Partners provides full pension actuarial, consulting, investment consulting and administration services that provide simply smarter solutions for trustees, employers and members and Mantle: reimagines the traditional models of defined benefit pensions administration and actuarial valuation software.
The 3173 Culture
Our primary aim is to provide interesting, worthwhile and healthy careers for all our people; we believe that this emphasis sets us apart from our competitors.
We are defined by our ethos and by our goal:
Our ethos is an individual and collective commitment achieved through carefully balancing responsibility with freedom and flexibility, all of which is underpinned by a willingness to work interdependently. When we get this balance right, it is how we do our best work.
We look after our staff first and foremost, but for a commercial purpose, which is to deliver great service profitably. By focusing on our goal, we provide the best outcomes for pension scheme members, trustees, and employers.
About You
We are hiring a Revenue Operations Manager who wants to work within a busy commercial finance environment and is looking for the opportunity to work for a growing and award-winning organisation.
You will develop and manage (with business units) a suite of KPIs that track business performance versus plans on revenue, margin, pipeline, operational effectiveness, and other key indicators (including any appropriate early warning or proxy measures for longer running KPIs).
You will work with business units to produce dashboard reporting containing accurate, timely KPI tracking and analysis for the leadership teams to use in their decision making, assessment of performance, and business planning activities.
In addition, you will align where appropriate, our Group’s CRM and Finance systems (Microsoft CE and NETSuite) to enable integrated reporting by category and have oversight of data quality needed for end to end sales pipeline management for our Group’s businesses.
This role is crucial to providing leadership with clear, insightful and reliable reporting and analysis that supports management of business performance across several business units that all operate within a regulated pension services environment. You’ll have a keen eye for detail and a background of data analysis, coupled with the ability to build strong relationships based on trust to deliver well in this role.
Responsibilities & Criteria
This role will report to a Chief Financial Officer, and you will have responsibility for the following:
- Producing market insights to help the Group’s businesses to understand the macro-economic environment and the shape structure and growth of the sectors of the pensions industry in which 3173 companies compete. Feed this into the annual planning process for the Group’s businesses to understand total addressable markets and market share. Manage external data input to provide a single set of client and prospect data for the business to be used by all businesses in the Group. Ensure cyclical cleansing and development of prospect data held within Microsoft CE to ensure it can be relied upon for use in campaigns.
- Ensuring systems in place (Microsoft CE, NETSuite) use consistent approaches to monitoring and measuring activity by customer, product and Segment.
- Providing timely reporting of sales pipeline metrics for each business to company sales & marketing leads, ExCos, 3173 ExCo and 3173 TopCo. Analyse pipeline adequacy, progression, and revenue conversion metrics.
- Liaising with marketing managers based within each of the group’s businesses to ensure the provision of data for use in lead generation and marketing campaigns.
- Liasing with BD leads in each of the businesses to ensure the CRM system supports the sales process in place for each business.
- Liasing with BD leads in each of the businesses to ensure that lead generation campaigns are well researched, designed and executed.
- Lining management of Database Administrator to ensure the delivery of marketing and lead generation data, and any necessary research to group’s businesses.
Skills Required
- Professionally qualified in a relevant discipline.
- 3+ years of data analysis / manipulation experience.
- Proven ability to deliver illustrative and insightful reporting to leadership teams (ExCo / C-Suite).
- Ability to apply strategic thinking to help deliver useful reports to support the future growth of the group’s businesses.
- Excellent communications skills, ability to explain complex data and develop rapport and credibility across the organisation.
- Experience of working to a fast pace.
- Track record of delivering data driven reporting solutions.
- Strong aptitude working within a financial services regulated environment.
- Detail-oriented and possessing strong organisational skills, with the ability to quickly gather and synthesize information across many aspects of the business.
- An all-around professional with exceptional communication, organisational and time management skills, and the flexibility to adapt quickly to change.
Circumstances
Location: Belfast, Glasgow or Manchester (Hybrid)
- Working hours: Monday to Friday, 37.5 hours per week with additional hours as and when required.
- All roles are subject to a six-month probationary period and all prospective employees are required to complete an Access NI check.
- As part of the pre-hire process the successful candidate will be subject to reference checking security vetting.
- 3173 is an Equal Opportunity Employer.
Applying with a disability or long-term health condition?
As part of our belief that we benefit from the differences among us we are committed to increasing the representation of disabled colleagues and want to remove any barriers or challenges that get in the way of candidates with a disability or long-term health condition from applying to work with us. As part of this commitment, we guarantee to automatically interview anyone with a disability who meets the minimum criteria.
If there is support or an adjustment that we can provide to enable you to be at your best during the recruitment and selection process, we encourage you to advise us in good time so that we may make suitable arrangements. We understand that being open with us may feel uncomfortable so please only share with us the information that you are comfortable to share, and rest assured that we will use this only to provide you with the right support. Any information you give us will be treated completely confidentially. To discuss this further please call 028 9041 2000 and ask to speak to a member of the People & Culture team.
