At a Glance
- Tasks: Lead sales operations, optimise CRM, and drive revenue growth initiatives.
- Company: Rapidly growing financial services group with a focus on innovation.
- Benefits: Competitive salary, performance bonuses, pension, gym membership, and vibrant culture.
- Other info: Hybrid work model with clear pathways to leadership roles.
- Why this job: Join a dynamic team and make a real impact in the financial sector.
- Qualifications: 3+ years in sales operations, HubSpot expertise, and strong analytical skills.
The predicted salary is between 65000 - 91000 £ per year.
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).
Senior Sales Operations & CRM Manager in London employer: New Age Partners
New Age Partners is an exceptional employer that prioritises employee growth and development, offering a dynamic work culture where innovation thrives. With a focus on hybrid working arrangements in the vibrant city of London, employees benefit from a collaborative environment that encourages creativity and impactful contributions to B2B marketing initiatives in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Sales Operations & CRM Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the industry, attend relevant events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We recommend practising common interview questions and tailoring your answers to highlight your experience in sales operations and CRM management. Show them you’re the perfect fit!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. We suggest mentioning something specific from your conversation to remind them why you’re the ideal candidate for the Senior Sales Operations & CRM Manager role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and engaged with our brand.
We think you need these skills to ace Senior Sales Operations & CRM Manager in London
Some tips for your application 🫡
Tailor Your CV:Make sure your CV speaks directly to the role of Senior Sales Operations & CRM Manager. Highlight your experience with HubSpot and any relevant sales operations achievements that align with our mission.
Craft a Compelling Cover Letter:Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've driven revenue growth or improved processes in previous positions, and don’t forget to show your enthusiasm for our company!
Showcase Your Analytical Skills:Since data-driven insights are key for this role, make sure to include examples of how you've used analytics to inform decisions or strategies in your past roles. We love numbers, so don't hold back!
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 New Age Partners
✨Know Your HubSpot Inside Out
Since HubSpot expertise is non-negotiable for this role, make sure you brush up on your skills. Familiarise yourself with workflows, reporting, and dashboards. Be ready to discuss specific examples of how you've used HubSpot to drive sales operations and improve data accuracy.
✨Showcase Your Analytical Skills
Prepare to demonstrate your ability to analyse data and identify trends. Bring examples of how you've translated insights into actionable strategies in previous roles. This will show that you can contribute to revenue operations and support strategic decision-making effectively.
✨Be Process-Driven
This role requires a strong focus on structured workflows. Think about times when you've designed or optimised processes in sales operations. Be ready to discuss how you enforced adherence to these processes and the impact it had on team performance.
✨Collaborate and Communicate
As a Senior Sales Operations & CRM Manager, you'll need to work closely with sales leadership and cross-functional teams. Prepare to share examples of successful collaborations and how you’ve communicated effectively to drive process adherence and performance improvements.
