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\n Overview\n Head of Finance Systems and Data \n Halma has a decentralised operating model with autonomous operating companies (OpCos) and a global consolidation and reporting system. The role focuses on maximizing value from finance systems by aligning business needs with technology and delivering on continuous improvement, mid-term vision, and roadmap for finance systems to support growth, regulatory compliance, and decision-making. Role\n The purpose of the role is to act as the bridge between business users and technology teams, ensuring finance systems deliver against business needs. The role will drive continuous improvement priorities in the short term and align to the mid-term vision and roadmap for finance systems. Key Responsibilities\n \n • Product Owner for the critical finance consolidation system (Tagetik) and other finance systems (Sage, Anaplan, Concur, Kyriba and RiskHub) in service of Halma companies and functional SMEs in the Group/Sector.\n, • Accountable for configuration, ongoing management and updates to Halma’s finance systems.\n, • Optimise finance systems and processes to enable predictable, compliant, controlled, and efficient outputs on time with minimum errors, delays and manual effort.\n, • Lead cross-functional teams including finance, technology and third-party vendors to determine root causes, troubleshoot and resolve defects in finance systems in accordance with internal service level agreements.\n, • Identify knowledge gaps through observation, monitoring system usage, case management ticket analysis, and regular conversations with key stakeholders. Propose training based on findings.\n, • Define and prioritise finance process improvements, blueprint and roadmap in partnership with technology and business teams, ensuring clear alignment between business priorities and technology delivery. Act as a single point of contact for all business demand.\n, • Influence stakeholders and drive clarity in the execution of the finance systems roadmap, ensuring successful and consistent rollout of deliverables across the group.\n, • In partnership with the Technology team, monitor and input into the performance management and course corrections of finance system vendors and AMS partners.\n, • Build and lead a Finance Systems team with capability across systems, data, and finance process excellence, fostering a culture of discipline and continuous improvement.\n Personal Characteristics\n \n, • Strong business partnering skills, putting the needs of the organisation first\n, • Strong presentation and communication skills; explains technical concepts clearly\n, • Highly dependable, organized, reliable and proactive\n, • Urgent, deadline-driven with a sense of urgency\n, • Ability to set up team routines to ensure timely delivery in line with user expectations\n, • Practical, realistic problem solver and ability to prioritise opportunities\n, • Influences across organisational levels\n, • Understands finance processes and stakeholder priorities\n, • Experience in developing, implementing, and using operating systems/technology for financial reporting and insights\n, • Ability to connect P&L, balance sheet, and cash flow across periods and communicate implications to non-financial stakeholders\n, • Proven leader in coaching, training and developing diverse talent\n, • Passion for continuous improvement in service of growing system users’ satisfaction\n, • Entrepreneurial with a strong drive to succeed\n The Team\n Reports to: Director of Finance, Performance and Insights \n Direct Reports: Finance Systems Manager, Reporting and Data Specialist and Finance Systems Analyst \n #J-18808-Ljbffr

RevOps Systems Lead (Salesforce) Location: Gerrards Cross - 2-3 days per week & Remote Salary: £70-80k + Bonus Type: Permanent No Sponsorship Available Purpose: The RevOps Systems Lead owns our Salesforce platform, the operational backbone of our commercial business, together with the connected tools around it, including Clari, SalesLoft and Highspot. Salesforce is the core of the role. This is hands-on: you will run the platform day to day, deliver the changes our Sales, Customer Success, Order Management and Support teams rely on, and keep the data clean and trusted. You will line-manage a small team, set the practical roadmap for the platform, and work directly with commercial leaders to turn how they sell, renew and serve customers into clean Salesforce processes. You will also manage our Salesforce implementation partner for any specialist or net-new build, so we buy that skill on demand rather than carry it in-house. You will be accountable for platform stability, user adoption, data integrity and reducing the volume of avoidable support tickets through better design. Key Responsibilities: Platform Ownership & Roadmap • Own and maintain a practical roadmap of Salesforce changes and improvements, prioritised by commercial value and effort. Translate how the business sells, renews and serves customers into clean Salesforce processes - lead routing, opportunity and renewal stages, attribution, and approvals. Hands-on build and configuration: fields, page layouts, flows, validation rules, permission sets, reports and dashboards. Reduce avoidable ticket volume by fixing root causes - through better permissions, layouts, validation and self-service - not just resolving requests one by one. Own the connected tools in the commercial stack - HubSpot, Clari and SalesLoft - and keep the integrations and field mappings working. * Own Salesforce CPQ post go-live (July 2026) - pricing, product bundles, discount and approval rules - working with the implementation partner through the launch and into business-as-usual. Team Leadership & Development • Line-manage and develop a small Salesforce team (administrator and support analyst), setting clear priorities and standards., • Manage our Salesforce implementation partner for any specialist or net-new build (for example automation, integrations or Agentforce), so we buy that skill on demand., • Document how the platform's key processes work so knowledge is shared across the team, not held by one person., • Conduct regular check-ins and reviews, supporting the team's certifications and development., • Manage the team workload and the partner budget, and flag resourcing needs. Platform Optimisation • Keep the platform stable, secure and performing well across Sales Cloud and Service Cloud., • Manage Salesforce releases and connected-tool updates to minimise disruption., • Implement governance controls for data management, access management and compliance., • Monitor key platform metrics including system health, user adoption, data quality and system performance., • Lead investigations into critical issues and drive remediation plans. Stakeholder Management • Serve as the primary point of contact for all Salesforce matters across the organisation., • Partner with business leaders to understand requirements and translate them into Salesforce solutions., • Communicate platform updates, improvements and changes to stakeholders., • Provide executive reporting on platform health, user adoption and ROI., • Manage user adoption programmes, including training and change management initiatives. Essential Skills • Salesforce Certified Administrator, ideally Advanced Administrator. Platform App Builder is a plus., • 5+ years hands-on Salesforce administration, including Sales Cloud and Service Cloud., • Strong commercial understanding of how a B2B sales organisation works - pipeline, opportunities, renewals, forecasting and attribution - and the ability to turn that into clean Salesforce processes. This is the most important requirement., • Expert in declarative configuration: flows, validation rules, permission sets, page layouts, record types, reports and dashboards., • Experience integrating Salesforce with connected commercial tools such as HubSpot, Clari or SalesLoft, including field mapping and data flow., • Working knowledge of Salesforce CPQ - able to own and administer pricing, bundles and approval rules, and manage a partner's build. We are going live with CPQ in July 2026, so comfort supporting it from day one is important., • Sound data management - imports, mass updates, deduplication and keeping data clean and trusted., • Experience managing or working alongside a Salesforce implementation partner to scope and deliver build work., • A track record of reducing support demand through better design, governance and self-service., • Clear communicator who can work with commercial teams and explain technical things simply. Desirable Skills • Awareness of newer Salesforce capabilities such as Agentforce and AI features - enough to scope and brief a partner, not to build from scratch., • Experience in a SaaS or technology business., • Familiarity with AppExchange tools and how to evaluate them., • Knowledge of Jira and how it connects to Salesforce., • Experience building reports and dashboards in a BI tool (Tableau, Power BI or similar)., • People-management experience, even of a small team. Competencies • Commercially minded, and able to turn how the business works into clean Salesforce processes., • Strong leader who can inspire and motivate a team to achieve excellence., • Excellent communicator who can explain complex technical concepts to non-technical audiences., • Problem-solver with a proactive approach to identifying and addressing issues., • Change management capability to lead organisational transitions and drive adoption., • Financial acumen to develop budgets and demonstrate ROI., • Vendor and stakeholder management skills., • Demonstrated ability to work collaboratively across departments and influence senior leadership., • Detail-oriented with strong project management skills., • Commitment to continuous learning and professional development

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