Sales Operations Specialist - CRM & Analytics

Elbrus Partners Office & Professional; City Of London; On-site; GBP 25,000 - 36,000; Full time

Job summary

Elbrus Partners Office & Professional is seeking a Sales Operations Assistant who is organised, proactive and detail-oriented to support a fast-paced sales team. The role focuses on providing administrative support, maintaining accurate records, coordinating customer orders and ensuring a smooth day-to-day sales operation, while collaborating across teams and contributing to revenue initiatives.

You will manage the CRM, assist with reporting, and help organise events and meetings with brokers

Qualifications

• Be knowledgeable in CSO system and procedures.
• Support monthly broker pipeline reporting and meetings.
• Maintain accurate records and data cleanliness in CRM.
• Coordinate customer orders and promotions as needed.
• Attend events with brokers/agents, occasionally outside hours.

Responsibilities

• Be knowledgeable in all CSO system and procedures.
• Involvement in mystery shopping and feedback accordingly.
• Conduct monthly competitor pricing spot checks.
• Weekly updated availability schedule to be distributed to brokers, agents, and sales managers.
• Relevant promotions to be communicated and highlighted as necessary.
• Assist with monthly broker pipeline reports when required.
• Attend and contribute to monthly meetings, possibly outside hours.
• Attend networking events with brokers/agents to strengthen relationships, possibly outside hours.
• Manage the CRM system and ensure data is clean and accurate.
• Manage all content on broker and agent platforms.
• Support Meeting Room and CSO teams on lead management, including answering the phone.
• Organize and plan events and support marketing activities.
• Manage and support projects to increase revenue across products.
• Manage all broker invoicing, coordinating with finance for payments.
• Be an internal champion for CRM as the area expert.
• Assist the Chief Revenue Officer with administrative tasks and projects.

Skills

Organised

Communication skills

Interpersonal skills

Time management

Proactive

Independent & team work

CRM management

Data confidentiality

Vendor/third-party relations

Tools

CRM system

Content platforms

Job description

Elbrus Partners Office & Professional is seeking a Sales Operations Assistant who is organised, proactive and detail-oriented to support a fast-paced sales team. The role focuses on providing administrative support, maintaining accurate records, coordinating customer orders and ensuring a smooth day-to-day sales operation, while collaborating across teams and contributing to revenue initiatives.

You will manage the CRM, assist with reporting, and help organise events and meetings with brokers