We are supporting a Fintech client with their search for a proactive and versatile Sales Operations & Projects Manager to be the engine that powers their sales operations. This role is essential in helping to set up and optimize sales processes, tools, and reporting structures that drive revenue growth and efficiency. The ideal candidate will manage sales-related projects such as CRM implementation, onboarding of new team members, and the development of reporting frameworks. The person will will work closely with cross-functional teams, ensuring smooth operations and providing critical insights to enhance sales performance.
As the organisation scales, this role will focus more on setup and foundational projects rather than ongoing support and sales performance analysis. The role will be the right-hand person to the Head of Sales and lay the groundwork for operational excellence.
Key Responsibilities:
Sales Systems & CRM Setup:
- Own the setup, implementation, and optimization of Salesforce to support the sales team’s needs and ensure data accuracy.
Onboarding:
- Design and execute comprehensive onboarding programs for new sales hires, ensuring they are equipped with the right tools, processes, and knowledge to be successful.
Sales Process Optimisation:
- Identify and implement improvements in sales processes, from lead generation to deal closing, ensuring operational efficiency across the team.
Project Management:
- Lead and manage various sales-related projects, such as system migrations, process improvement initiatives, and other operational projects that support the sales team’s goals.
Reporting & Insights:
- Develop and maintain sales performance reports, ensuring that leadership has access to critical metrics. Help define KPIs that align with the company’s growth objectives and deliver regular updates to the team.
Collaboration:
- Work closely with cross-functional teams (Marketing, Product, Finance, etc.) to ensure smooth collaboration and alignment between departments.
Tool & Software Management:
- Oversee and manage the selection, implementation, and usage of sales-related tools (e.g., CRM, sales enablement tools, etc.), ensuring the sales team has the right resources to succeed.