Sales Operations Manager
27 days ago
London
Northreach is a specialist recruitment agency connecting high-calibre professionals with leading organisations across legal finance, financial services, and professional services. We pride ourselves on delivering a seamless recruitment experience for both clients and candidates, supporting growth, innovation, and long-term success. A fast-growing digital financial services company is transforming how individuals and employers manage long-term savings. With a rapidly expanding customer base and significant assets under management, the business is investing heavily in scalable commercial infrastructure and data-led growth. The Opportunity The company is looking for a Sales Operations Manager to design, build, and continuously improve the operational foundations of its revenue engine. This role sits at the heart of the commercial organisation, owning sales systems, data quality, reporting, and process optimisation. You’ll enable sales teams to perform at their best by ensuring the right tools, insights, and workflows are in place as the business scales. This is a hands-on role for someone who enjoys building structure, improving efficiency, and turning revenue strategy into operational reality. Key Responsibilities Sales Systems & CRM • Own and optimise the CRM, including pipeline architecture, deal stages, workflows, automation, and reporting, • Ensure high standards of data quality, forecasting accuracy, and lifecycle tracking, • Improve lead management, routing logic, and handover between prospecting and closing teams, • Create and maintain core sales assets such as pitch materials, templates, and case studies, • Define, document, and standardise sales processes across teams, • Own funnel data integrity and enrichment workflows, • Manage and optimise data enrichment and prospecting tools, • Refine ideal customer profiles and segmentation strategies, • Assess, implement, and optimise sales tools across the stack (e.g. sequencing, enrichment, forecasting, call intelligence), • Drive adoption and measure ROI across all commercial systems, • Build and maintain dashboards covering pipeline performance, forecasting, and rep productivity, • Surface insights on bottlenecks, segment performance, and scalability risks Essential: • Strong experience owning and optimising a modern B2B CRM (e.g. HubSpot, Salesforce, or similar), • Proven track record building and managing a multi-tool sales technology stack, • Deep understanding of lead-to-close sales funnels and SDR-to-closing handoffs, • Demonstrated success improving data quality, reporting accuracy, and forecast confidence, • Experience in a subscription-based, SaaS, FinTech, or high-growth B2B environment, • Scale-up or high-growth company experience, • Background in financial services, SaaS, HR tech, or related sectors, • Experience implementing new sales tools or CRMs from scratch