Sales Support & CRM Operations Manager

Triple Point; Greater London; Hybrid; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Hybrid/flexible working

Contributory pension

Learning & development opportunities

Job summary

Triple Point is seeking a Sales Support Manager to shape a new function within its Distribution team. You will lead a 35+ strong team, ensure CRM data quality, and coordinate with Digital and Tech to deliver a joined-up service for advisers and clients.

The role blends leadership with hands-on delivery, designing processes, managing literature and events, and training new staff to drive efficient sales and superior client service.

Qualifications

• Proven experience in a similar role supporting a sales function.
• Proficiency in CRM systems such as Salesforce and understanding of data flows.
• Working knowledge of UK GDPR and related data protection practices.
• Experience working in an FCA-regulated business.
• Experience of working with financial advisers and paraplanners.
• Technically confident with business systems and AI tools.

Responsibilities

• Team management and development: oversee regular one-to-ones and coaching.
• Data management: ownership of CRM and sales intelligence system data.
• Data and policy: ensure adherence to data standards and implement improvements.
• Literature management: handle literature requests and courier coordination.
• Process design: develop and implement day-to-day processes with Sales leaders.
• Event and webinar support: assist with planning, briefs, and post-event data.
• Training and onboarding: educate new hires on processes and systems.
• Cross-team collaboration: build relationships across distribution teams.
• Priority management: set and communicate priorities during high-demand periods.

Skills

Data literacy

Team leadership

Stakeholder management

Confidentiality

Communication

Tools

Salesforce CRM

Job description

Triple Point is seeking a Sales Support Manager to shape a new function within its Distribution team. You will lead a 35+ strong team, ensure CRM data quality, and coordinate with Digital and Tech to deliver a joined-up service for advisers and clients.

The role blends leadership with hands-on delivery, designing processes, managing literature and events, and training new staff to drive efficient sales and superior client service.