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There’s over a trillion pounds in UK pensions, but the industry is full of traditional providers with outdated products and poor customer service.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
Enable sales productivity
- 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
Data enrichment and pipeline quality
- Own, lead and
