At a Glance
- Tasks: Drive sales effectiveness and optimise CRM adoption for a fast-growing fintech.
- Company: Join a dynamic fintech company that's scaling rapidly.
- Benefits: Competitive salary, flexible working options, and opportunities for professional growth.
- Other info: Collaborate with diverse teams to enhance the customer journey.
- Why this job: Make a real impact on sales performance and operational efficiency.
- Qualifications: Experience in Sales Operations and strong CRM skills required.
The predicted salary is between 60000 - 75000 £ per year.
A fast growing fintech is seeking a Sales Operations Lead to support its expanding commercial function. Working closely with Sales leadership, you'll help improve sales performance through stronger forecasting, pipeline visibility and reporting.
This is a hands on role focused on driving sales effectiveness, optimising CRM adoption and providing the insight needed to support continued growth across the business.
- Support sales leadership with forecasting, pipeline management and performance reporting.
- Own CRM effectiveness, driving data quality, adoption and reporting accuracy.
- Build dashboards and reports that provide visibility of sales activity, pipeline health and conversion.
- Analyse sales performance to identify trends, risks and opportunities.
- Improve sales processes, operating rhythms and reporting to drive greater consistency and accountability.
- Partner with Sales, Finance, Operations and Technology to improve commercial processes and reporting.
- Create greater visibility across the customer journey, from lead generation through to onboarding and client activation.
Previous experience in a Sales Operations role supporting a B2B sales organisation. Strong experience with CRM platforms, ideally Microsoft Dynamics or Salesforce. Experience managing sales forecasting, pipeline reporting and sales performance analytics. Advanced Power BI and Excel skills. Ability to translate commercial data into meaningful insight for senior stakeholders. Experience partnering directly with Sales leadership to improve sales performance and operational efficiency.
This is an excellent opportunity to join a scaling fintech business and play a key role in shaping the operational effectiveness of its commercial function.
Sales and Operations Planning Lead in City of London employer: Jacobson Garner
Join a dynamic and rapidly growing fintech company that values innovation and collaboration. As a Sales and Operations Planning Lead, you'll be part of a vibrant work culture that prioritises employee growth and development, offering opportunities to enhance your skills in a supportive environment. With a focus on driving sales effectiveness and optimising processes, this role provides a unique chance to make a significant impact while enjoying the benefits of a forward-thinking organisation.
