Remote Sales Operations Manager in Lincolnshire

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 There’s over a trillion pounds in UK pensions, but the industry is full of traditional providers with outdated products and poor customer service.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.

The role As Sales Operations, you’ll be the operational backbone of our sales team. Your job is to make selling at Penfold simpler, faster, and more effective. 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.

Core responsibilities

• Own and optimise HubSpot
• Act as the day-to-day owner of HubSpot for sales
• Build and maintain pipeline, deal stages, workflows, automations, and dashboards
• Ensure accurate CRM hygiene, reporting, and forecasting
• Improve lead routing, handoffs (SDR -> AE), and lifecycle tracking
• Troubleshoot issues and continuously improve how the team uses the CRM
• Create, organise, and maintain sales collateral (pitch decks, one-pagers, case studies, email templates)
• Ensure reps always have the right materials at the right time
• Support onboarding and ongoing enablement for SDRs and AEs
• Document sales processes and best practices so they’re easy to follow and scale
• Own, lead and account data quality across the funnel
• Implement and manage data enrichment tools (e.g. Cognism, Apollo, ZoomInfo)
• Improve ICP targeting and segmentation
• Monitor funnel health and surface insights on conversion, drop-off and velocity
• Evaluate, select, and implement new sales tools (e.g. sequencing, conversation intelligence, enrichment, forecasting)
• Ensure tools are well-integrated and actually used
• Retire tools that don’t deliver ROI
• Be the internal expert on ‘how our sales stack works’
• Build dashboards and reports for leadership (pipeline, performance, forecasting, efficiency)
• Provide insights that help us answer questions like: Where are deals getting stuck? Which segments convert best? What’s limiting our ability to scale?
• Partner with leadership to improve planning, forecasting, and goal-setting

Who the role is right for

The role is ideal for someone who is analytical, organised, and proactive, and who enjoys working behind the scenes to enable high-performing sales teams. You’re comfortable switching between systems, data, and people, and you take pride in building processes that actually get used.

Must-haves

• Proven experience in Sales Operations, RevOps, or a similar role
• Strong hands-on experience with HubSpot (this is essential)
• Experience supporting B2B sales teams (SDR + AE motion)
• Strong analytical skills and comfort working with funnel and revenue data
• Ability to balance attention to detail with speed in a fast-growing environment

Nice-to-haves

• Experience in SaaS, FinTech, HR tech, or another B2B subscription business
• Experience implementing or managing sales tools (enrichment, sequencing, forecasting)
• Experience working in a scale-up or high-growth startup

What success looks like

• Sales reps spend more time selling and less time fighting systems
• HubSpot data is clean, trusted, and used for decision-making
• Pipeline visibility and forecasting confidence improves significantly
• Lead quality and conversion rates increase
• Sales processes scale smoothly as the team grows

Our Hiring Process

• Intro Call – A quick chat to introduce you to Penfold, learn about your experience and aspirations, and answer any questions.
• Task – A practical task that we’ll work through together to determine how you’d approach a similar scenario to the role
• Culture Fit Session – Meet one of our Co-Founders and team members to see if we’re a great fit for each other. We’re 100% committed to building a diverse and representative team. Whatever your background, gender, race, age, or ability – we’d love to hear from you.
• If you have any questions, feel free to ask (even anonymously)! We’re all about giving every candidate the best chance to shine.
• If you require any reasonable adjustments to the job description, application, or selection process, just let us know — we’d be happy to help.
• When it comes to hiring, we focus only on your skills, experience, and how you live our values.
• As part of our hiring process, we may record your interview and use AI tools to generate notes. This helps us capture details accurately and ensures a fair review by our hiring panel. By attending an interview with Penfold, you consent to the use of recording and AI-generated notes for this purpose. If you have any concerns or would prefer not to be recorded, please let us know in advance.

Our Benefits

We’re working hard to create a workplace where people feel empowered to do their very best work, make a big impact, and enjoy what they do. Here’s what we offer:

• Competitive salary – we proactively review salaries to ensure fairness and progression
• Meaningful share options – you’ll own a part of Penfold and share in our success
• 10% pension contribution each month that you don’t need to match (on top of your salary)
• Medical insurance – through Vitality, including private GPs, physio, counselling, and great discounts (think 50% off PureGym memberships, free Apple Watches, and more)
• Unlimited holidays – we trust you to get the work done and take breaks when needed
• Great office space – our private office is run by the Ministry of Sound!
• Free company lunch every week (think Borough Market and Mercato Metropolitano!)
• Top-tier MacBook and WFH equipment to set you up for success
• Cycle to work scheme – buy a bike tax-free and spread the cost