CRM Data Operations Manager

Trade Mastermind is seeking a highly skilled and analytical CRM Data Operations Manager to support the ongoing optimisation and expansion of our operational and revenue-generating functions. This position requires a strong command of CRM architecture, exceptional attention to detail, and the ability to translate complex data into clear insights that elevate commercial performance. The successful candidate will oversee the integrity and strategic utilisation of the company's data ecosystem, ensuring that CRM processes, lead management workflows, and reporting structures operate to the highest possible standard. By collaborating with senior stakeholders, you will ensure operational alignment across teams and contribute significantly to the effectiveness and scalability of our revenue operations.

Key Responsibilities

• Responsible for the overall design, development, and ongoing optimisation of the CRM framework, ensuring the system remains scalable, efficient, and aligned with business needs. This includes managing CRM architecture, lifecycle stages, automation workflows, reporting structures, and governance policies.
• Lead the implementation and adoption of CRM capabilities across Sales, Marketing, Customer Experience, and Finance. Deliver training, provide support, and develop documentation to ensure consistent use and accurate data input across all departments.
• Develop, implement, and maintain Standard Operating Procedures that formalise and scale internal processes. Streamline cross-departmental workflows, eliminate operational inefficiencies, and introduce automation solutions that support organisational growth.
• Take complete responsibility for lead processing and data quality management, including cleansing, validation, enrichment, and categorisation of data across all pipelines.
• Produce and maintain dashboards that provide insight into revenue performance, customer behaviour, forecasting accuracy, and operational efficiency.
• In partnership with the VP of Experience, the CRO/Sales, CFO, and CEO, support the execution of revenue strategies that strengthen forecasting, pipeline progression, retention rates, and opportunities for upsell.
• Regularly conduct CRM audits, monitor data integrity, assess system performance, and identify opportunities for improvement across the revenue engine. Provide data-driven recommendations to ensure operational alignment, scalability, and efficiency.

Candidate Profile & Required Experience

The ideal candidate will have demonstrable experience in managing, improving, and scaling CRM systems, with particular preference for individuals with expertise in HubSpot or Entrepot. A background in SaaS, education, coaching, or other high-volume operational environments where data governance and CRM structure are critical to revenue performance is preferred. A strong understanding of Revenue Operations is essential, including pipeline design, automation, reporting, and alignment across Sales, Marketing, Customer Experience, and Finance.

You will excel in transforming informal processes into structured, repeatable systems and possess an analytical mindset capable of designing dashboards, interpreting performance metrics, and maintaining data accuracy. The role requires exceptional organisational skills, meticulous attention to detail, and the ability to influence stakeholders at all levels. The ideal candidate will be proactive, solutions-oriented, and confident operating in a dynamic, fast-moving, high-growth environment.

What We Offer

Trade Mastermind provides a competitive salary package between £40,000 and £50,000 and a clearly defined pathway for professional development and career progression. You will be joining a high-performance, entrepreneurial organisation that is nationally recognised for its impact within the construction sector. The company provides all necessary equipment, role-specific training, and ongoing learning opportunities to support your development.

You will become part of a collaborative, supportive team and benefit from regular company events, a comprehensive health and wellbeing programme, modern office facilities, and free on-site parking. Additional benefits include company-funded qualifications and training courses, access to an on-site gym, a subsidised canteen, a company pension scheme, and the opportunity to contribute to the transformation of the construction industry through innovative operational excellence.