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For Companies At a Glance
- Tasks: Own and elevate the integrity of our commercial and operational data.
- Company: VantagePoint, a global finance transformation consultancy with a collaborative culture.
- Benefits: Competitive salary plus performance bonus and opportunities for professional growth.
- Other info: Join a rapidly growing team with a focus on innovation and automation.
- Why this job: Make a real impact on data quality and revenue predictability in a dynamic environment.
- Qualifications: Experience in Revenue Operations or Data Management, especially with CRM systems.
The predicted salary is between 50000 - 65000 ÂŁ per year.
About VantagePoint
VantagePoint is a global finance transformation and technology consultancy helping organisations modernise the finance function through process improvement, data, and leading technology platforms. Founded in London, the firm has grown rapidly from a team of five to more than 100 professionals across Europe, North America and APAC. We specialise in implementing and optimising market-leading finance technologies, supporting organisations through complex transformation programmes and helping finance teams operate with greater control, transparency and insight. Our model combines deep finance expertise with strong technical delivery – allowing us to deliver practical outcomes and long-term partnerships with our clients.
The opportunity
We’re looking for a Revenue Operations & Data Manager to own and elevate the integrity, structure, and flow of our commercial and operational data. This is a hands‑on, systems‑led role at the intersection of CRM, operational systems, and finance – ensuring our data is trusted, our systems are connected, and our forecasting is reliable. You will act as the single owner of data quality across the revenue lifecycle – from deal creation through to project setup and financial insight – playing a key role in improving revenue predictability, operational efficiency, and decision‑making. You identify and resolve inconsistencies, remove manual processes, and improve data reliability.
Core responsibilities
- CRM ownership & pipeline hygiene
- Own CRM data quality across pipeline – deal stages, probabilities, close dates, and values
- Establish governance and hold deal owners accountable for accuracy
- Run regular pipeline reviews to ensure forecasting reflects reality
- Build automated workflows (e.g. Zapier) to enforce hygiene and reduce manual chasing
- Own the end‑to‑end data model across CRM (Attio), project tracking tools (Rocketlane), and finance systems
- Design and maintain clean, scalable data flows between systems
- Identify and resolve data gaps, duplication, and inconsistencies
- Reduce reliance on spreadsheets and manual reconciliation
- Forecasting & commercial insight
- Translate pipeline and project data into accurate revenue forecasts
- Identify gaps between pipeline, delivery progress, billing, and revenue
- Surface risks, trends, and performance signals early
- Partner with leadership to improve forecast accuracy and decision‑making
- Ensure clean data handoff from closed deal to project setup across systems
- Own the integrity of project‑level data (structure, metadata, financial inputs)
- Build automations to remove manual re‑keying between systems
- Maintain clear documentation of how data flows and processes
- Own the automation stack across commercial and operational workflows
- Identify and eliminate manual or repetitive processes
- Maintain a prioritised backlog of improvements and automations
- Track impact – time saved, errors reduced, speed improved
What we’re looking for
Experience & capability
- Experience in Revenue Operations, Data/Systems, or Operational Finance in a consultancy or professional services environment
- Strong hands‑on experience with CRM systems (e.g. HubSpot, Attio) and pipeline management
- Experience with workflow automation tools and building multi‑step workflows
- Understanding of how data flows across CRM > delivery > finance (ERP)
- Experience producing forecasting, pipeline, or performance insights (not just reporting)
- Strong grasp of data structures, integrations, and system design
Key attributes
- High attention to detail with a low tolerance for poor data quality
- Comfortable holding stakeholders to account, particularly within sales
- Systems‑minded – always looking to simplify, structure, and automate
- Able to operate across technical detail and commercial context
- Clear, confident communicator with senior stakeholder presence
What success looks like
- CRM pipeline is accurate, owned, and trusted – not chased
- Systems are connected end‑to‑end with clean, reliable data flows
- Forecasting is consistent, data‑led, and used to drive decisions
- Project data is set up right first time, enabling reliable downstream reporting
- Manual processes are progressively eliminated through automation
Our values
- Thrive together - we win as one team
- Take ownership - accountability for outcomes, not just tasks
- Quality, every time - consistent, well‑judged delivery
- Be human, first - trust, empathy and respect
- Speak with clarity - open, direct, low ego
- Move with intent - decisive, reflective, always improving
Revenue Operations & Data Manager employer: VantagePoint
Contact Detail:
VantagePoint Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Revenue Operations & Data Manager
✨Tip Number 1
Get your networking game on! Reach out to folks in the finance and tech consultancy space, especially those who work with CRM systems. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Show off your skills! If you’ve got experience with data management or CRM systems, don’t be shy about it. Use platforms like LinkedIn to share insights or write posts about your expertise. It’ll catch the eye of recruiters looking for someone just like you.
✨Tip Number 3
Prepare for interviews by diving deep into VantagePoint’s values and projects. Be ready to discuss how your experience aligns with their mission of improving finance functions. Tailoring your answers will show you’re genuinely interested in the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take that extra step to connect directly with us.
We think you need these skills to ace Revenue Operations & Data Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV speaks directly to the role of Revenue Operations & Data Manager. Highlight your experience with CRM systems and data management, and don’t forget to showcase any relevant achievements that align with our values.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you’re passionate about data integrity and operational efficiency. Share specific examples of how you've improved processes in previous roles, and let your personality come through.
Showcase Your Technical Skills: We love a systems-minded individual! Be sure to mention your hands-on experience with CRM tools and workflow automation. If you’ve built multi-step workflows or improved data flows, we want to hear about it!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at VantagePoint
✨Know Your Data Inside Out
As a Revenue Operations & Data Manager, you'll be the go-to person for data integrity. Brush up on your knowledge of CRM systems like HubSpot or Attio, and be ready to discuss how you’ve improved data quality in past roles. Show them you can spot inconsistencies and have a plan to tackle them.
✨Demonstrate Your Automation Skills
VantagePoint is all about efficiency, so come prepared to talk about your experience with workflow automation tools. Share specific examples of how you've built automated workflows to reduce manual processes. This will show that you're not just a data manager but a problem solver who can streamline operations.
✨Forecasting is Key
Be ready to discuss your approach to forecasting and how you translate data into actionable insights. Prepare to share examples of how you've identified gaps in pipeline data and improved forecast accuracy. This will highlight your ability to make data-driven decisions that impact the bottom line.
✨Communicate with Confidence
You’ll need to hold stakeholders accountable, so practice clear and confident communication. Think about how you can convey complex data concepts in a straightforward way. Being able to articulate your thoughts will demonstrate your senior stakeholder presence and your fit for the role.