At a Glance
- Tasks: Support our sales team by managing systems and ensuring data accuracy.
- Company: Join Penfold, a modern FinTech revolutionising pensions for everyone.
- Benefits: Flexible remote work, competitive salary, and opportunities for professional growth.
- Other info: Dynamic team environment with a focus on innovation and customer experience.
- Why this job: Be part of a mission to make pensions accessible and engaging for all.
- Qualifications: Experience with CRM systems and a passion for data-driven processes.
The predicted salary is between 50000 - 60000 £ per year.
Hi, we’re Penfold - we’re on a mission to help everyone save enough to be comfortable in later life by making pensions accessible and engaging! There’s over a trillion pounds in UK pensions, but the industry is full of traditional providers with outdated products and poor customer service. Penfold is dragging the pension industry out of the dark ages with a platform built on modern technology. We’re demystifying pensions to make pension saving easy, accessible and engaging.
We’re a focused team of 70 based primarily across London and Tallinn, and have raised significant funding from some of the most successful FinTech investors in the world. We manage over £1bn of pension assets for over 100,000 savers and thousands of businesses, and we’re growing rapidly every month. Our team is focused on building an amazing pension experience for our customers.
As we scale our go-to-market engine, we’re looking for a Sales Operations professional to help us build a world class, data-driven sales function that can grow efficiently and predictably. As Sales Operations, you’ll be the operational backbone of our sales team. You’ll own our sales systems (especially HubSpot), ensure clean and reliable data, support the creation of high-impact sales collateral, and help us choose and implement the right tools as we scale. You’ll work closely with Sales, Marketing, and Leadership to turn strategy into execution.
This is a hands-on role for someone who loves structure, process, and data, and who gets real satisfaction from enabling others to perform at their best.
- Act as the day-to-day owner of HubSpot for sales
- Ensure accurate CRM hygiene, reporting, and forecasting
- Troubleshoot issues and continuously improve how the team uses the CRM
- Enable sales productivity
- Create, organise, and maintain sales collateral (pitch decks, one-pagers, case studies, email templates)
- Document sales processes and best practices so they’re easy to follow and scale
- Data enrichment and pipeline quality
