Revenue Operations Support

Join our Sales & Marketing division as a Revenue Operations Support. In this role, you will be responsible for the day-to-day health of our CRM (HubSpot) and related commercial platforms, driving process and tooling improvements, and providing pipeline reporting and analysis. You will work closely with Marketing, Client Onboarding, Sales, and Relationship Managers. Your responsibilities will include coordinating the development and implementation of commercial tools, maintaining data integrity in the CRM, monitoring sales pipelines, and developing sales collateral. This is a hybrid working arrangement with a range of benefits including private medical insurance, life assurance, and an enhanced company pension scheme.

• Coordination of the development, enhancement, and implementation of commercial tools and process improvements, including organizing related internal training.
• Running regular quality checks on Contacts, Companies, Deals, and Pipelines to maintain data integrity and hygiene in CRM, and optimizing the incoming lead-handling process.
• Monitoring sales pipelines, analyzing leads, pipeline performance, and key sales metrics, and maintaining revenue dashboards and developing reports to support sales forecasting.

• Highly organised – Comfortable managing multiple priorities, projects, vendors and recurring operational activities simultaneously
• Stakeholder management – Confident working across Sales, Marketing, Client Onboarding, Product, Finance, Legal and other teams
• Ownership & accountability – Proactively identifies issues and drives them through to resolution
• Ability to understand how different commercial systems and tools interact across the customer lifecycle
• Producing and maintaining sales reporting, dashboards, pipeline analysis and revenue forecasts to support commercial decision-making
• Problem solving – Investigates root causes rather than simply correcting individual issues and develops scalable solutions
• Developing and maintaining commercial documentation such as sales collateral, pricing tools, proposal templates, playbooks and process documentation
• Ability to design and optimise automated workflows, lead routing and commercial processes within CRM and associated platforms
• Strong attention to detail – Maintains high standards of data accuracy, documentation and process governance
• Coordinating cross-functional projects involving Sales, Marketing and other business functions
• Communication – Able to translate commercial requirements into clear instructions for technical or external partners and explain system/process changes to end users
• Continuous improvement mindset – Regularly challenges whether existing processes, systems and ways of working can be improved
• Analytical mindset – Comfortable interrogating data, identifying inconsistencies and understanding the reasons behind commercial performance
• Working knowledge of CRM architecture and sales pipeline management, including lifecycle stages, lead status, deal stages and associated reporting
• Administering and optimising a CRM platform, preferably HubSpot, including pipelines, workflows, properties, reporting and data management
• Vendor management – Able to build productive relationships with external providers while holding vendors accountable for agreed deliverables and service levels
• Strong Excel/Google Sheets skills, including the ability to manipulate and analyse commercial datasets
• Advanced knowledge of HubSpot would be highly desirable, particularly Sales Hub and Marketing Hub
• Commercial Operations, Sales Operations, Revenue Operations, Sales Enablement or a similar commercially focused role, ideally within fintech, payments, financial services, SaaS or another B2B environment
• Comfortable working with reporting and analytics tools and translating data into meaningful commercial insights
• Supporting or managing lead management processes, including lead capture, source attribution, qualification, routing and handover between Marketing and Sales