Sales Operations Manager

at  Defaqto

We are looking for an experienced Sales Operations Manager to help drive our exciting growth plans. We are looking for:

• A pro in pipeline management with strong project management skills
• Somebody who combines excellent systems knowledge (CRM, database and financial) with strong stakeholder management skills
• An analytics and reporting expert - Power BI would be ideal
• A systems thinker

If this sounds like you then we’d encourage you to read on!
Defaqto is involved in more than 50m financial decisions and over £50bn of investment recommendations per year. The Defaqto brand has 72% consumer recognition and 98% recognition within the financial services market.
Currently generating around £30m in revenue, we have nearly 200 employees and are planning on doubling in size over the next 3-4 years. Come join us on the journey!

ABOUT US

Defaqto is part of Fintel Plc.
Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.
We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.
We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.
For these reasons we strongly encourage suitably qualified applicants from a wide range of backgrounds.

JOB PURPOSE

Reporting to the Chief Sales Officer, you will play a critical role on the sales management team by implementing scalable solutions that boost productivity and fuel business growth.
You will manage sales performance metrics, forecasting, and reporting, while delivering key process improvements. You’ll leverage our CRM to build reporting tools, design sales compensation schemes, and analyse the opportunity pipeline.

WHAT YOU’LL DO

• Define, build and support the implementation of the sales remuneration scheme.
• Design dashboards and regular KPI reports.
• Evaluate sales data across teams and products to identify trends and opportunities.
• Use data to support strategic decision making in the sales team.
• Production and presentation of regular opportunity pipeline and sales forecasts.
• Monitor and track performance of team members, highlighting key challenges and recommendations for improvement to senior management.
• Develop an in depth understanding of CRM, its supporting processes and define future operational requirements.
• Elevate team performance through the sharing of best practice and increasing process adoption.
• Establish governance and quality management procedures to ensure consistency and integrity of underlying performance data.
• Collaborate and interact with wider Defaqto teams including Finance and Customer Success.
• Line manage one person.