Referment is working with a regulated payments infrastructure provider serving financial institutions. Its commercial teams need reliable systems, clean customer data and clear pipeline reporting to manage B2B relationships and understand sales performance.
As Revenue Operations Analyst, you'll keep the tools and processes behind Sales and Marketing working effectively. HubSpot sits at the centre of the role: you'll maintain data quality, improve workflows and lead routing, and turn pipeline information into reports that support forecasting and commercial decisions.
You'll work closely with Marketing, Sales, Relationship Management and Client Onboarding, as well as external platform providers. The remit combines hands-on CRM work and analysis with practical coordination of system changes, documentation and user training.
The Role
- Maintain accurate contact, company and deal records, checking pipeline data and addressing the causes of recurring quality issues.
- Improve lead capture, source attribution and routing so enquiries reach the right people and move smoothly between Marketing and Sales.
- Maintain revenue dashboards and analyse pipeline performance, sales metrics and marketing returns to support forecasting and decision-making.
- Coordinate improvements to commercial systems, prepare statements of work for agreed changes and organise training for users.
- Act as the contact for external platform vendors, tracking deliverables and helping teams make effective use of their tools.
- Keep sales collateral, pricing documents, playbooks and process guidance current, working with colleagues on product messaging and relevant client documentation.
- Identify gaps in commercial processes and contribute to departmental policies and cross-team improvements.
What We're Looking For
- Relevant experience in revenue operations, sales operations, commercial operations or sales enablement in a B2B setting.
- Hands-on CRM administration covering pipelines, properties, workflows, reporting and data management.
- An understanding of lead lifecycle stages, qualification, attribution and Marketing-to-Sales handovers.
- Strong Excel or Google Sheets skills and experience turning commercial datasets into useful dashboards, forecasts and recommendations.
- The attention to detail to maintain accurate records, alongside the communication skills to explain changes to users and translate business requirements for technical partners.
- Experience coordinating cross-functional work and keeping recurring operational tasks, vendor requests and project priorities on track.
Useful Additional Experience
HubSpot Sales Hub and Marketing Hub expertise would be particularly useful. Experience in fintech, payments, financial services or SaaS is welcome, but other B2B commercial environments are relevant too.
This could suit a sales operations analyst, CRM administrator or commercial operations specialist who enjoys connecting systems work with the way a business manages its pipeline.
#Referment
