Sales Operations & Forecast Lead (Private Equity Business Development)

Capital Dynamics; Greater London; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading global asset management firm is seeking a Sales Operations & Forecast Lead in London. This pivotal role involves overseeing sales operations, coordinating forecasting processes, and maintaining strong relationships across departments. The ideal candidate will have a strong entrepreneurial mindset and extensive experience in sales operations within a high-performance environment. Join a diverse team committed to responsible investment and tailored solutions for clients.

Qualifications

• 5 to 8 years in sales operations or revenue forecasting.
• Experience in private equity or asset management is preferred.

Responsibilities

• Coordinate sales forecasting and reporting activities.
• Support sales professionals with objective setting and compensation administration.
• Act as CRM champion ensuring compliance and accuracy.

Skills

Analytical

Communication

Organizational

Education

Bachelor’s degree in business

MBA

Tools

Microsoft Office

Job description

Sales Operations & Forecast Lead (Private Equity Business Development)

Sales Operations & Forecast Lead (Private Equity Business Development)

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Talent Acquisition Partner (Private Equity & Clean Energy Investors)

Role: Sales Operations & Forecast Lead (Private Equity Business Development)

Location: London

Contract Type: Permanent

About Capital Dynamics:

Capital Dynamics (‘CD’) is an independent global asset management firm focusing on private assets, including private equity (primaries, secondaries, and direct investments) and clean energy.

Capital Dynamics oversees more than USD 14 billion in assets under management and advisement and employs approximately 150 professionals globally across 13 offices in Europe, North America, and Asia.

Capital Dynamics is a recognized industry leader in responsible investment, receiving top marks (Five Stars) from PRI across all categories and investment strategies, as well as in GRESB benchmarking for its clean energy strategy.

Department Overview:

Capital Dynamics’ Business Development team is responsible for fundraising for every alternative investment product on the global CD platform across various markets local to our firm. We work closely with consultants that serve our Institutional LPs and Private Wealth investors. Whether our clients are global multinationals or regional investors, we’re committed to creating tailored investment solutions (alongside Investment Management and Product Development & Strategy) based on their goals. We listen, understand their requirements, and then work shoulder-to-shoulder with them to design a solution.

Role Purpose:

Capital Dynamics ("CD") is seeking to hire a Sales Operations & Forecast Lead to join our Business Development - Sales team, based in the London office.

This role is pivotal in overseeing key operational and reporting functions throughout CD’s private equity and clean energy fundraising processes, including routine and project-specific activities.

Key to this role is maintaining strong working relationships with all BD - Sales team members and regularly liaising with Legal, Compliance, Finance, Investment Management, and other Business Development departments.

The ideal candidate will possess a strong entrepreneurial mindset, project management, exceptional organizational and communication skills, the ability to meet critical deadlines, and previous sales operations and revenue forecasting experience in a high-performance firm with a small to medium-sized direct global sales team.

Key Tasks and Responsibilities:

• Coordinate the firm’s sales forecasting process and reporting activities, interfacing directly with all global Sales teams and other colleagues to project sales / private fund closes and the associated revenue.
• Manage key sales activities including ad-hoc activity reporting, sales process training, sales kick-offs, and sales review events.
• Support the Head of Sales and CEO with the annual objective setting for Sales Professionals and Compensation administration, working alongside HR and Finance teams.
• Utilize data-driven insights to assist the Head of Sales and CEO in evaluating the performance of the sales channel/sales individuals and identify areas for additional opportunity and improvement.
• Develop and maintain analytics, dashboards, and reporting systems to improve sales process monitoring and reporting.
• Act as the CRM champion within CD, ensuring correct use and timely/accurate updates to support reporting processes.
• Responsible for documenting in CRM to ensure compliance with regulatory requirements on an annual basis.
• Oversee critical aspects of the private fund's ‘’closing process’’ to ensure all information documented in CRM is accurate.
• Create and own a process of placement agent/referral partner oversight and compensation process, accounting for retainer fees, placement agent fees, revenue share arrangements, etc.

Attributes:

• Minimum of 5 to 8 years of experience in a chief of staff, sales operations, or revenue forecasting-related role where a disciplined sales forecasting and reporting system was operational.
• Excellent analytical, financial modeling, and communication skills.
• Willingness to work collaboratively and in time with teams located globally.
• Highly organized and priority-driven with a demonstrated ability to meet multiple deadlines and manage time effectively and efficiently.

Education and Qualifications:

• A bachelor’s degree in business, marketing, or a financially related field is preferred.
• Experience working in private equity, asset management, investment banking, or for a CRM / ERP solutions organization.
• Finanial Modelling experience is essential.
• An understanding of private equity fundraising or capital formation processes is highly desirable.
• Preference for an advanced degree, such as an MBA, or a professional certification, i.e, the CFA or CAIA, but not essential.
• Advanced Microsoft Office skills: Word, PowerPoint, Outlook, and Excel.

Languages:

• Must be fluent in English and display superior writing skills.
• Additional language skills, preferably German, Italian, French, and Spanish, are highly desirable.

Diversity & Inclusion:

Capital Dynamics is an Equal Opportunity Employer and is committed to creating a globally diverse workforce. We are a global company with 23 nationalities represented across our staff in 13 offices, spanning North America, Europe, the Middle East, and Asia. We believe diversity and inclusion (“D&I”) are key to being better at what we do, and our initiatives are designed to attract, develop, and advance talented individuals, regardless of race, sexual orientation, religion, age, gender, disability status, or any other dimension of diversity. We welcome and strongly encourage suitably qualified applicants from a wide range of backgrounds to apply to join Capital Dynamics.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance, Sales, and Strategy/Planning

• Industries

  Venture Capital and Private Equity Principals and Investment Management

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