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- Tasks: Streamline sales processes and optimise HubSpot for a high-performing sales team.
- Company: Join Penfold, a modern FinTech revolutionising pensions with innovative technology.
- Benefits: Competitive salary, flexible working, and opportunities for professional growth.
- Why this job: Be the backbone of a dynamic sales team and make a real impact.
- Qualifications: Experience with CRM systems and a passion for data-driven sales operations.
- Other info: Join a rapidly growing team focused on transforming the pension industry.
The predicted salary is between 36000 - 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 There’s over a trillion pounds in UK pensions, but the industry is full of traditional providers with outdated products and poor customer service.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.
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
- Data enrichment and pipeline quality
Sales Operations Manager in London employer: Penfold
Contact Detail:
Penfold Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Operations Manager in London
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect on LinkedIn. We can’t stress enough how valuable personal connections can be in landing that Sales Operations Manager role.
✨Tip Number 2
Prepare for interviews by researching Penfold and understanding their mission. We want you to show genuine interest in making pensions accessible and engaging. Tailor your answers to reflect how your skills can help us achieve that!
✨Tip Number 3
Show off your data skills! As a Sales Operations Manager, you'll need to demonstrate your ability to manage and optimise sales systems like HubSpot. Bring examples of how you've improved processes in the past to the table.
✨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, it shows you’re serious about joining our mission at Penfold.
We think you need these skills to ace Sales Operations Manager in London
Some tips for your application 🫡
Show Your Passion for Pensions: When writing your application, let your enthusiasm for making pensions accessible shine through. We want to see that you’re not just looking for a job, but that you genuinely care about transforming the pension industry and helping others save for their future.
Tailor Your Experience: Make sure to highlight your relevant experience in sales operations and data management. We love seeing how your skills can directly contribute to optimising our HubSpot system and improving our sales processes. Be specific about your achievements!
Keep It Clear and Concise: We appreciate clarity! Use straightforward language and avoid jargon where possible. Make your application easy to read and to the point, so we can quickly see why you’d be a great fit for our team.
Apply Through Our Website: Don’t forget to submit your application through our website! This helps us keep everything organised and ensures your application gets the attention it deserves. Plus, it’s super easy to do!
How to prepare for a job interview at Penfold
✨Know Your Stuff
Before the interview, dive deep into Penfold's mission and values. Understand their approach to pensions and how they differentiate themselves in the market. This will not only show your genuine interest but also help you align your answers with their goals.
✨Master HubSpot
Since you'll be owning HubSpot, make sure you’re familiar with its features and functionalities. Brush up on CRM best practices and think of examples where you've optimised sales processes in previous roles. Being able to discuss specific tools and strategies will impress the interviewers.
✨Showcase Your Data Skills
As a Sales Operations Manager, data is key. Prepare to discuss how you've used data to drive decisions in past roles. Bring examples of reports or dashboards you've created and how they impacted sales performance. This will demonstrate your analytical mindset.
✨Be Ready to Collaborate
This role involves working closely with various teams. Think of examples where you've successfully collaborated with sales, marketing, or leadership. Highlight your communication skills and how you’ve facilitated teamwork to achieve common goals.