United Kingdom onlySalesforce CRM & Sales Operations Lead
Salesforce Administration.
🤔 Who are we and why do we do what we do?
We are a data and payments company on a mission! We’re a group of developers, financial experts, and optimists who share a vision for improving the financial wellness of people, their businesses, and their communities.
We started this company with the aim of changing how the industry used and viewed data. As architects of Open Banking, Open Finance, and Open Data, we strive to be a force for good — changing the status quo of how businesses interact with people.We strive to serve the whole population through every change in their finances.
We do this by powering businesses through our APIs and PFT solutions as well as our own personal financial management app for consumers.
We can only do that by being an inclusive and diverse organisation. We invest in our people, and enjoy an environment focused on innovation, collaboration and openness.
💰 What do we offer?
We champion flexibility, and we trust and respect our employees to deliver results in a way that best suits them, working around their own lives and commitments.
We live and breathe a fantastic culture of remote working and you will perform your duties predominantly from your home. However, the heart of Moneyhub is in Bristol and from time to time you will be required to attend company meet ups
As well as a truly flexible approach, we also offer a fantastic range of benefits, including:
- Remote working - with quarterly away days, regular team meeting and face to face client meetings as required
- 10% contribution towards your Pension from your very first day with us;
- 25 days of holiday (plus bank hols), rising to 30 days after two years;
- Choose to take your entitlement to UK bank holidays at other times based on your own days of significance;
- Private medical insurance, including cover for pre-existing conditions, plus dental and optical benefit;
- Six week Moneyhubber Family Pay when you become a new parent;
- Permanent health insurance and life cover - much greater than the industry standard (death in service);
- Employee assistance programme;
- Professional development support, with dedicated allowance of time and money;
- Life event leave;
- Cycle to work scheme;
- EV Salary sacrifice scheme;
- £750 towards professional memberships
- Remote working benefits, including work from almost anywhere, access to co-working spaces and support for your home office set-up
- High spec laptop
- Holiday purchase and more
Requirements
👀 Sounds great right? What will you be doing?>
We are seeking a highly organised and detail-oriented sales operations and CRM technical specialist. This role is ideal for someone who has experience in Salesforce and Pardot, positioned within the business as our CRM guru, but also with a wider view as to the operations within the sales team/sales funnel.
The ideal candidate will clearly have been an Administrator within Salesforce before and used Pardot, but wider CRM experience is of notable benefit as is the ability to develop, optimise and support the sales and/or marketing processes - within a multi-faceted tech sales team.
The CRM and Sales Operations Lead will plan and manage the day-to-day operations of the CRM, linked marketing capabilities, our outbound lead generation partner and vital sales process (such as RFP co-ordination and lead allocation/automation). You are a core link between Sales, Pre-sales and Marketing (within the PFT Line of Business but also across others) and will play a role in the success of the sales performance and our revenue growth (new business and cross-sells).
This is a role that can have a lot of impact on the way our Personal Finance Technology line of business does things and the success of its new business and revenue growth.
Responsibilities:
● Manage, configure and customise Salesforce to meet the unique needs of our organisation, including fields, page layouts, flows, and reports. This includes training and onboarding of new users and ensuring the ongoing user adoption and engagement of our CRM cross-functionally.
● Develop and maintain dashboards and reports to provide insights into sales performance, pipeline, and revenue. As well as manage business application integrations such as Zoominfo, Clearbit, Formstack, Docusign etc.
● Develop out and optimise the sales automation processes that are already in place as well as identifying and building out new ones to help expedite and secure the success of as many leads (contacts and MQLs) and sales opportunities as possible.
● Manage our outbound lead generation agency by working with our Campaign Marketing Manager (and others) to define requirements, targets, work schedules, processes and materials to create leads for the sales team.
● In addition to the above, it is expected that about c. 20% of your time will be spent supporting our sales team in running their sales activity from allocating new leads (manually or automatically) to coordinating and supporting RFIs, RFPs and contracts/SOWs with clients.
Requirements:
● Technical expertise and experience as a Salesforce specialist/administrator (Salesforce Administrator Certification highly desirable).
● Strong technical skills, including data analysis, report creation, and automations.
● Experience in sales and/or marketing in a technology-led environment (within a regulated market or an early adopter market will also be beneficial but not essential).
● Excellent communication, organisational and problem-solving skills.
● A team player, willing to muck in but can also work independently to get things done and delivered.
AU and GB only
