Pipeline & Sales Operations Manager

Tate; Gloucester; Hybrid; GBP 45,000 - 70,000; Full time

Benefits offered by this job

Hybrid working model

Salary negotiable

Potential travel opportunities

Job summary

Tate is seeking a Salesforce expert to lead pipeline management and forecasting within a hybrid Bristol-based team. The role focuses on maintaining an accurate Salesforce environment and delivering actionable insights to drive revenue growth.

Temporary contract initially, with potential for permanent opportunity. Hybrid working model with home working on Tuesdays and Fridays; salary negotiable depending on experience.

Qualifications

• Experience with managing sales pipelines and forecasting.
• Background in sales, business development, or commercial environment.
• Strong reporting and analytical skills.
• Ability to build credibility and challenge stakeholders when needed.

Responsibilities

• Manage and oversee the sales pipeline across the BD team.
• Conduct regular pipeline and forecasting reviews.
• Produce sales reports and performance insights.
• Ensure accuracy and integrity of Salesforce data.
• Monitor pipeline health, risks, and opportunities.
• Hold BDMs and BDRs accountable for forecasts and CRM records.
• Support commercial leadership with reporting and analysis.

Skills

Salesforce

Pipeline management

Forecasting

Reporting & analytics

Stakeholder engagement

Tools

Salesforce CRM

Job description

Pipeline & Sales Operations Manager

Bristol Hybrid Working (Tuesdays & Fridays from Home)
Salary Negotiable Depending on Experience

Temporary contract initially, with potential of permanent opportunity to follow

The Opportunity:

Our client is a leading consultancy that helps innovative UK businesses secure funding and tax incentives linked to research, development, innovation, intellectual property, clean energy, and other growth initiatives.

Due to rapid growth within their Business Development function, they are seeking a Salesforce and pipeline expert to support a team of Business Development Managers and Business Development Representatives.

This is a highly visible role focused on pipeline management, forecasting, reporting, and ensuring Salesforce data remains accurate and up to date.

Key Responsibilities:

• Manage and oversee the sales pipeline across the BD team.
• Conduct regular pipeline and forecasting reviews.
• Produce sales reports and performance insights.
• Ensure accuracy and integrity of Salesforce data.
• Monitor pipeline health, risks, and opportunities.
• Hold BDMs and BDRs accountable for maintaining accurate forecasts and CRM records.
• Support commercial leadership with reporting and analysis.

About You:

Essential:

• Strong Salesforce
• Experience managing sales pipelines and forecasting.
• Background working within a sales, business development, or commercial environment.
• Strong reporting and analytical skills.
• Ability to build credibility and confidently challenge stakeholders when needed

Ideal backgrounds include:

• Sales Operations Manager
• Pipeline Manager
• Revenue Operations Specialist
• Commercial Operations Manager
• Senior Pipeline Coordinator

What's on Offer?

• Hybrid working model with home working on Tuesdays and Fridays.
• Opportunity to join a high-growth commercial team.
• Exposure to innovative businesses across multiple sectors.
• Salary negotiable depending on experience.
• Potential travel opportunities as required

If you're a Salesforce expert with a passion for pipeline management, forecasting, and sales operations, we'd love to hear from you.

Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.