At a Glance
- Tasks: Support daily operations, manage CRM data, and enhance sales processes.
- Company: Join one of the UK's fastest-growing business lenders with a focus on innovation.
- Benefits: Enjoy health care, gym membership, season ticket loans, and generous leave.
- Other info: Great opportunity for career growth in a collaborative team.
- Why this job: Make an immediate impact while learning in a dynamic, supportive environment.
- Qualifications: 1-2 years of CRM experience and strong data management skills required.
Clover Talent are partnered with one of the UK's fastest-growing and most innovative business lenders, to recruit an Operations Assistant to support the day-to-day functions of the business. This is an excellent opportunity for an organised and proactive individual who enjoys working behind the scenes to keep processes running efficiently.
As an Operations Assistant, you will have the opportunity to learn, grow, and make an immediate impact by serving as a strategic operational anchor to the Head of Lending and Chief Commercial Officer. This highly critical, internally focused role bridges the gap between deep data systems and active floor execution.
The primary objective of this role is to manage CRM and data integration, rigorously clean sales datasets, and eliminate pipeline friction. By maintaining a flawless data ecosystem, you will ensure a rapid turnaround time for pushing correct, relevant, and time-triggered tasks directly into the sales pods. You will work hand-in-hand with frontline sales team members to understand their day-to-day data and reporting requirements, providing them with the exact visibility needed to drive portfolio monetisation, maximise floor time, and hit growth targets based on real-time business needs.
Key Responsibilities:
- Data Hygiene, Auditing & KPI Reporting
- Bespoke CRM Management: Take ownership of data integrity within our bespoke internal CRM, leveraging legacy platform principles (such as Salesforce) to keep system infrastructure clean
- Duplicate Profile Resolution: Systematically identify, audit, and merge duplicate merchant records across the database to eliminate fragmented communication and clean up sales workspaces
- Custom Sales Reporting & Tracking: Partner directly with sales team members to understand the specific reporting views they need; compile and deliver actionable analytics to floor staff and leadership
- CRM Note Enforcement: Continuously monitor note-logging behaviors to ensure all team interactions are tracked at the active Lead/Deal level rather than the general Merchant tab, protecting the accuracy of corporate sales reports
- Slippage Report Auditing: Deeply interrogate comprehensive floor slippage reports across all operational touchpoints to diagnose precise friction points and prevent deal leakage
- Daily Floor Task Pushes: Harvest stalling or unengaged data from the CRM and translate it into relevant, actionable, time-triggered tasks pushed directly to the sales pods daily to optimize turnaround times
- Accountability Enforcement: Project stagnant files back to primary closers under strict engagement rules (such as 24/48-hour trigger parameters) to force immediate floor intervention
Experience Required:
- CRM & Database Administration Experience: Minimum of 1–2 years of experience managing, auditing, or administering data within a major enterprise CRM (such as Salesforce, HubSpot, or Microsoft Dynamics)
- Bespoke System Adaptability: Proven track record of quickly mastering, navigating, and optimizing proprietary or bespoke internal databases and software platforms rather than relying solely on out-of-the-box software
- Data Cleansing & Hygiene Expertise: Direct experience identifying, merging, and deduplicating fragmented data profiles, handling data integration tasks, and managing system note-logging governance
- Sales Operations or Pipeline Auditing Background: Experience working closely with high-volume sales teams to extract, monitor, and interpret pipeline metrics (such as time-in-stage, turn-around times, and slippage triggers)
- Commercial Financial Literacy (Preferred): A foundational understanding of small-to-medium enterprise (SME) funding structures, including an awareness of commercial loans, lines of credit, and facility amortisation schedules
- Stakeholder Collaboration: Demonstrated ability to work alongside both executive leadership (Head of Lending/CCO) to deliver high-level reporting and frontline sales staff to understand their daily operational task requirements
Desirable Experience:
- Prior experience in a regulated environment (banking)
- Experience with Salesforce
- Familiarity with SMEs in specific verticals (e.g. food & drink, professional services, construction)
Benefits:
- Season ticket loan
- Private health and dental care
- Subsidised corporate gym membership
- Smart Pensions contribution
- Cycle to Work
- 20 days annual leave plus 5 additional bonus days and bank holidays
Operations Assistant in City of Westminster employer: Clover Talent
As an Operations Assistant at one of the UK's fastest-growing business lenders, you will thrive in a dynamic and innovative environment that prioritises employee growth and development. With a strong focus on collaboration and data integrity, the company offers a supportive work culture, competitive benefits including private health care and a subsidised gym membership, and ample opportunities to make a meaningful impact on the business's success. Join a team where your contributions are valued and rewarded, and where you can develop your skills while helping to drive the company's ambitious growth targets.
StudySmarter Expert Advice🤫
We think this is how you could land Operations Assistant in City of Westminster
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. Understand their values and how they operate. This will help you tailor your responses and show that you're genuinely interested in being part of their team.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. The more you practice, the more confident you'll feel when it’s time to shine.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Operations Assistant in City of Westminster
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Operations Assistant role. Highlight your experience with CRM systems and data management, as these are key for us. Use specific examples that show how you've kept processes running smoothly in the past.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Tell us why you're passionate about operations and how you can make an impact. Mention your proactive approach and any relevant experience that aligns with our needs.
Showcase Your Data Skills:Since this role involves a lot of data hygiene and CRM management, be sure to showcase your skills in these areas. Talk about your experience with data cleansing and how you've improved data integrity in previous roles.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves!
How to prepare for a job interview at Clover Talent
✨Know Your CRM Inside Out
Since the role heavily involves CRM management, make sure you brush up on your knowledge of systems like Salesforce. Be ready to discuss your past experiences with CRM tools and how you've maintained data integrity in previous roles.
✨Showcase Your Data Skills
Prepare examples that highlight your experience with data cleansing and auditing. Think about specific instances where you identified and resolved data issues, as this will demonstrate your ability to maintain a flawless data ecosystem.
✨Understand Sales Operations
Familiarise yourself with sales operations metrics and how they impact business growth. Be prepared to discuss how you've worked with sales teams in the past to improve reporting and streamline processes.
✨Ask Insightful Questions
During the interview, ask questions that show your interest in the company's operations and challenges. Inquire about their current CRM practices or how they measure success in data management, which will reflect your proactive mindset.
