CRM & Sales Operations Specialist

Orega Management Ltd.; Greater London; On-site; GBP 28,000 - 38,000; Full time

Job summary

Orega Management Ltd. is seeking a highly organised Sales Operations Assistant to support the Chief Revenue Officer and the wider Sales team.

You will own monthly sales reporting, manage our CRM, and nurture broker and agent relationships to keep deals moving. In this hands-on role you will be involved in data integrity, streamlining processes, and coordinating with Finance and Marketing to ensure promotions and content are accurate.

Qualifications

• Experience in a sales support, sales operations, administration or similar commercial role.
• Exceptional organisational skills and ability to manage competing priorities.
• Experience managing multiple broker/agent relationships is a plus.
• Confidence using CRM systems and understanding of industry software.
• Strong attention to detail and data accuracy.
• Excellent customer service and communication skills.

Responsibilities

• Sales reporting and CRM
• Take full ownership of all monthly sales reporting.
• Assist with monthly broker pipeline reports when required.
• Manage our CRM system, ensuring data is clean, accurate and reliable.
• Act as the internal champion for the CRM, the go-to expert for colleagues.
• Broker and agent relationships: Produce and distribute the weekly availability schedule to brokers, agents and sales managers; manage content on broker and agent platforms; communicate promotions.
• Manage all broker invoicing, working with Finance to ensure invoices are processed and paid correctly.
• Attend networking events with brokers and agents to strengthen business relationships.

Skills

Sales reporting

CRM management

Broker relationships

Organisational skills

Attention to detail

Communication skills

Independent working

Tools

CRM software

MS Office

Job description

Orega Management Ltd. is seeking a highly organised Sales Operations Assistant to support the Chief Revenue Officer and the wider Sales team.

You will own monthly sales reporting, manage our CRM, and nurture broker and agent relationships to keep deals moving. In this hands-on role you will be involved in data integrity, streamlining processes, and coordinating with Finance and Marketing to ensure promotions and content are accurate.