Company Description Check.co.uk is a FCA-regulated financial wellbeing platform that helps consumers understand, manage, and improve their financial position. The company provides free access to credit information from both Equifax and TransUnion, offering a comprehensive view of users’ credit profiles. Its platform combines dual-bureau credit data, credit monitoring, open banking insights, and personalized guidance to support better-informed financial decisions. Security and privacy are central to Check.co.uk, which is ISO 27001 certified for information security management. Operating as a trading style of My Credit Score Ltd, the company focuses on financial inclusion by giving people greater visibility and control over their financial lives.
Role Description The Sales Operations Manager is a full-time, on-site role based in Stockport. This role is responsible for overseeing day-to-day sales operations, including pipeline management, forecasting, and performance tracking to support revenue growth. The Sales Operations Manager will optimize sales processes, maintain CRM data integrity, and develop reporting and dashboards for leadership and sales teams. They will collaborate closely with sales, marketing, customer service, and finance to align processes, improve customer experience, and support strategic initiatives. The role also includes identifying operational inefficiencies, implementing best practices, supporting sales enablement efforts, and ensuring compliance with regulatory and internal policies.
Qualifications
- Strong Analytical Skills, including proficiency in data analysis, reporting, and using metrics to drive decisions.
- Experience in Operations Management, with a focus on sales processes, pipeline management, and workflow optimization.
- Background in Customer Satisfaction and Customer Service, with a commitment to improving the end-to-end customer journey.
- Excellent Communication skills, including the ability to collaborate across teams and present insights to stakeholders.
- Proficiency with CRM systems and sales tools (e.g., Salesforce or similar), and advanced skills in Excel or other analytics tools.
- Experience in financial services, fintech, or a regulated environment is highly beneficial.
- Demonstrated ability to work on-site in a fast-paced environment, manage multiple priorities, and meet deadlines.
- Bachelor’s degree in Business, Finance, Analytics, or a related field, or equivalent practical experience.