About Our Client
Our client is an award-winning specialist consultancy firm providing investment implementation advice to institutional investors globally. With over two decades of experience in the market, this London headquartered organisation has conducted engagements for more than 500 clients across 45+ countries and maintains 11 offices worldwide.
The firm offers comprehensive services including manager search and selection, strategic asset allocation, portfolio design, fee analysis, performance monitoring, risk analytics, and other portfolio solutions. They create customised processes tailored to each individual client, empowering investors with the resources and information needed to make key decisions. Their team brings together professionals from portfolio management, research, consultancy, and academia, combining deep sector-specific expertise with global perspective.
The Role
Based in London, this role is crucial in supporting the firm's growth strategy and is pivotal in defining sales success factors by leading initiatives that optimise go-to-market processes. The position will collaborate on initiatives with the marketing and product functions to deliver business growth.
The Revenue Operations Manager will increase sales productivity by producing consistent management data and reporting in a timely manner. A key responsibility will be the management of the CRM system to ensure that all data is captured consistently, enabling analysis of opportunities by region or segment.
This is a highly collaborative and strategic role suited to an analytical, process-minded operator with the confidence to work cross-functionally and influence at all levels.
Responsibilities
- Sales Process & Workflow:
- Design, implement, and optimise scalable GTM workflows across the client journey
- Develop and maintain sales playbooks, training materials, and best practices documentation - Data and Analytics:
- Oversee the collection, analysis, and reporting of sales data to provide actionable insights
- Manage sales dashboards and performance metrics to track sales performance and identify areas for improvement
- Conduct regular analysis to forecast sales trends and support strategic planning - CRM and Tools Management:
- Own the CRM (Salesforce) and ensure data integrity, process consistency and user adoption
- Evaluate, recommend and implement RevOps technologies (e.g., marketing automation, data enrichments, enablement platforms) to enhance productivity and sales effectiveness
- Train team members on systems and tools to improve data hygiene and productivity - Campaign Execution & ROI Analysis:
- Collaborate with marketing and product teams to develop and deliver sales enablement materials utilising marketing automation tools
- Support specific sales managers on campaign management in conjunction with marketing, identifying market segments, gathering data, and coordinating client outreach
- Analyse campaigns to identify return on investment through dashboards and gather learnings for future campaigns - Sales Strategy and Planning:
- Work closely with the sales leadership team to develop and execute sales strategies and initiatives
- Participate in the development of department and regional targets and quotas
- Monitor and report on sales performance and pipeline against targets - Cross-Functional Enablement:
- Act as a central point of coordination between marketing, client (AC), sales, and product functions
- Prepare and support leadership for revenue and pipeline reviews with clear, actionable insights
- Lead initiatives to improve alignment and communication across GTM teams
Requirements
- 5+ years in Revenue Operations, Sales Operations, or GTM Operations in a B2B or professional services environment
- Demonstrated success in optimising commercial processes and enabling data-driven decision-making
- Experience managing CRM platforms (Salesforce preferred) and BI/reporting tools (e.g., Power BI, Tableau, Looker)
Skills
- Strong analytical and problem-solving skills: able to turn data into insight and insight into action
- Proficiency in CRM systems (e.g., Salesforce) and sales analytics tools
- Excellent organisational and project management skills
- Strong communication and interpersonal skills with the confidence to influence stakeholders
- Ability to work independently and effectively in a fast-paced, dynamic environment
- High level of proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
Compensation and Benefits
- Attractive base salary with a discretionary bonus element
- Comprehensive benefits package including private healthcare, dental coverage, life assurance
- Cycle to work scheme
- Matched pension contributions up to 10%
- Cross-team collaboration and support initiatives
- Team building days and annual company retreat for all staff
- Regular social activities
- Volunteering policy providing all staff with 2 days per year to support charitable or voluntary activities
Location and Work Arrangement
- Based in London
- Hybrid working policy (minimum office attendance of 3 days per week)
Company Culture
The firm places great importance on diversity and inclusion, seeking to build a workforce that reflects their diverse client base. They are committed to providing equal opportunities in employment and creating a working environment where everyone can thrive and feel a true sense of belonging.
As signatories to the PRI, they are continuing to develop expertise in responsible investment and ESG advisory.
The company actively supports career development through professional qualifications, internal and external training opportunities, an internal mentoring program, and promotion from within whenever possible.