Northreach is a specialist recruitment agency connecting high-calibre professionals with leading organisations across legal finance, financial services, and professional services. We pride ourselves on delivering a seamless recruitment experience for both clients and candidates, supporting growth, innovation, and long-term success.
A fast-growing digital financial services company is transforming how individuals and employers manage long-term savings. With a rapidly expanding customer base and significant assets under management, the business is investing heavily in scalable commercial infrastructure and data-led growth.
The Opportunity
The company is looking for a Sales Operations Manager to design, build, and continuously improve the operational foundations of its revenue engine.
This role sits at the heart of the commercial organisation, owning sales systems, data quality, reporting, and process optimisation. You’ll enable sales teams to perform at their best by ensuring the right tools, insights, and workflows are in place as the business scales.
This is a hands-on role for someone who enjoys building structure, improving efficiency, and turning revenue strategy into operational reality.
Key Responsibilities
Sales Systems & CRM
- Own and optimise the CRM, including pipeline architecture, deal stages, workflows, automation, and reporting
- Ensure high standards of data quality, forecasting accuracy, and lifecycle tracking
- Improve lead management, routing logic, and handover between prospecting and closing teams
- Act as the internal expert on sales systems and tooling
Sales Enablement & Productivity
- Create and maintain core sales assets such as pitch materials, templates, and case studies
- Define, document, and standardise sales processes across teams
- Support onboarding and continuous enablement for new and existing sales reps
Data, Funnel & Targeting
- Own funnel data integrity and enrichment workflows
- Manage and optimise data enrichment and prospecting tools
- Refine ideal customer profiles and segmentation strategies
- Analyse conversion rates, deal velocity, and pipeline health
Tools & Technology
- Assess, implement, and optimise sales tools across the stack (e.g. sequencing, enrichment, forecasting, call intelligence)
- Drive adoption and measure ROI across all commercial systems
- Identify and remove redundant or low-impact tools
Reporting & Commercial Insight
- Build and maintain dashboards covering pipeline performance, forecasting, and rep productivity
- Surface insights on bottlenecks, segment performance, and scalability risks
- Partner with senior stakeholders on revenue planning and forecasting
Experience & Skills
Essential:
- Strong experience owning and optimising a modern B2B CRM (e.g. HubSpot, Salesforce, or similar)
- Proven track record building and managing a multi-tool sales technology stack
- Deep understanding of lead-to-close sales funnels and SDR-to-closing handoffs
- Demonstrated success improving data quality, reporting accuracy, and forecast confidence
- Experience in a subscription-based, SaaS, FinTech, or high-growth B2B environment
- Commercial mindset with the ability to translate strategy into systems and measurable outcomes
Nice to Have:
- Scale-up or high-growth company experience
- Background in financial services, SaaS, HR tech, or related sectors
- Experience implementing new sales tools or CRMs from scratch
