Senior Sales Operations & CRM Manager

Overview

We are a rapidly growing group of financial services businesses, spanning corporate foreign exchange, commercial finance, digital assets, and e-money solutions. Our mission is to deliver best-in-class financial products through a combination of technology, regulatory infrastructure, and personalised service. Following significant expansion, including the launch of multiple regulated entities, we are seeking a Senior Sales Operations & CRM Manager to lead pipeline management, client retention, revenue operations (RevOps), and CRM optimisation initiatives across the group.

You will

• Contribute to the design, execution, and monitoring of sales operations workflows to ensure timely deal progression.
• Ensure impeccable data accuracy and CRM hygiene in HubSpot to support strategic decision-making.
• Drive revenue operations processes, including tracking tech stack costs, cost per call booked, show-up rates, anticipated revenue, and realised revenue.
• Provide actionable pipeline and campaign insights to the sales enablement and go-to-market (GTM) teams.
• Collaborate closely with sales leadership to enforce process adherence and optimise team performance.
• Spearhead the ideation, creation, and execution of full-cycle outbound campaigns to drive pipeline growth.
• Identify and implement opportunities to enhance efficiency, streamline workflows, and improve cross-sell/upsell initiatives.

Key Responsibilities

• Oversee the mid-to-late stages of the sales pipeline, ensuring deals progress efficiently in line with established processes.
• Maintain impeccable data integrity and CRM hygiene in HubSpot, including deal stages, activity logs, and follow-up actions.
• Implement and optimise automation workflows (e.g., reminders, alerts, re-engagement tasks) to prevent deal stagnation.

Revenue Operations (RevOps) & Cost Tracking

• Contribute to RevOps processes by tracking and optimising key metrics, including cost per call booked, show-up rates, anticipated revenue, and realised revenue.
• Monitor and report on the costs of the sales tech stack to ensure cost efficiency and ROI.
• Provide data-driven insights to support budgeting and forecasting for sales and marketing initiatives.
• Partner with a diverse sales team to enforce adherence to sales processes across all pipeline stages.
• Deliver advanced training and guidance on HubSpot processes, automation workflows, and reporting tools.
• Surface actionable pipeline insights to inform sales strategy and prioritisation during leadership meetings.
• Track client onboarding, first-trade activity, and ongoing engagement to identify drop-off points and opportunities for improvement.
• Develop and run reports to support retention campaigns and upsell/cross-sell opportunities across business lines.
• Proactively flag dormant or inactive accounts for targeted reactivation efforts.
• Collaborate with the GTM and Sales Enablement team to align campaigns with business objectives.
• Track and report on campaign performance, from booked meetings to revenue impact.

Reporting & Strategic Insights

• Support Power BI reporting initiatives to deliver actionable insights (training provided if needed).
• Provide the sales team with advanced data-driven insights to improve efficiency and conversion rates.
• Develop dashboards and reports to track key performance indicators (KPIs) and inform strategic decisions.

Candidate Profile

• Experience : Minimum of 3 years in sales operations, revenue operations, or go-to-market (GTM) roles, with a proven track record of driving process improvements and revenue growth.
• HubSpot Expertise (Non-Negotiable) : Advanced, demonstrable proficiency in HubSpot CRM, including workflows, reporting, dashboards, and data management.
• Analytical & Strategic : Strong ability to analyse data, identify trends, and translate insights into actionable strategies.
• Process-Driven Leader : Adept at designing, implementing, and enforcing structured workflows while identifying opportunities for optimisation.
• Collaborative Communicator : Comfortable engaging with sales leadership and cross-functional teams to drive process adherence and performance.
• Campaign Expertise : Competent in the full cycle of outbound campaign ideation, creation, and execution.
• Growth Mindset : Proactive, adaptable, and eager to take on strategic responsibilities in a dynamic environment.
• Tech-Savvy : Proficient with CRM tools, sales automation platforms, and reporting systems.

Technical Skills (Nice to Have, Not Mandatory)

• Power BI/Tableau : Experience with data visualisation tools.
• Sales Automation : Familiarity with tools like HeyReach, SmartLead, Instantly, or Clay.
• Project Management : Experience with tools like Asana or Jira.

What We Offer

• Salary : £65,000 + competitive performance-based bonus scheme.
• Benefits : Company pension, gym membership, company events, and a vibrant work culture.
• Growth : Clear pathway to leadership roles in process design, analytics, and campaign strategy as skills and impact grow.
• Location : London office, hybrid work available (2-3 days in office per week).

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