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About the Role
Allica is building out its growth function with talented, empowered individuals responsible for product-based customer acquisition. You will work with various teams to deliver on Allica’s mission of becoming the UK’s most recommended business bank. This role requires a hands-on, analytical, and delivery-focused individual comfortable with ambiguity and using data to drive decisions.
Responsibilities
- Lead complex CRM initiatives from discovery through to implementation, adoption, and post-launch review.
- Manage multiple CRM projects simultaneously across different product and stakeholder groups.
- Create and maintain project plans, delivery roadmaps, requirements documentation, and status updates.
- Translate business requirements into clear CRM process, data, reporting, automation, and configuration requirements.
- Use CRM data to identify pipeline issues, process inefficiencies, adoption gaps, and data quality risks.
- Define and improve key CRM metrics, including pipeline conversion, stage ageing, SLA performance, ownership, activity, adoption, and data completeness.
- Work with Data and Reporting teams to improve management information and executive reporting.
- Propose data-driven optimization plans to improve pipeline performance, revenue outcomes, and operational efficiency.
- Provide product ownership for key areas of HubSpot, including objects, properties, pipelines, lifecycle stages, workflows, permissions, views, lists, reporting, and integrations.
- Work closely with HubSpot administrators to ensure configuration changes are well-designed, well-tested, and aligned with the CRM operating model.
- Review proposed HubSpot changes for scalability, reporting impact, data quality, user experience, and compliance considerations.
- Ensure CRM documentation, field definitions, process maps, and change records are kept up-to-date.
- Identify opportunities to improve customer, colleague, and operational journeys through better CRM processes.
- Support the design of workflows, automation, and handoff processes that improve efficiency while maintaining appropriate controls.
- Use AI-enabled tools appropriately to accelerate analysis, documentation, summarization, workflow design, knowledge management, and stakeholder communication.
- Ensure automation and AI-assisted ways of working are measurable, documented, reviewed, and used in line with relevant data, security, and compliance expectations.
Requirements
- Commercially aware, with an understanding of how CRM supports growth, customer journeys, and operational efficiency.
- Hands-on and proactive, with a make it happen attitude.
- Strong analytical and problem-solving skills, with the ability to identify patterns, root causes, and opportunities from data.
- Proven experience leading CRM, Revenue Operations, Sales Operations, Commercial Operations, or business transformation projects in a complex organization.
- Strong project management capability, including the ability to manage multiple initiatives independently.
- Comfortable using HubSpot or a similar CRM platform to support workflows, reporting, pipeline management, and operational processes.
- Comfortable using AI tools responsibly to improve productivity, analysis, documentation, communication, and operational effectiveness.
- Strong understanding of CRM data quality, reporting definitions, pipeline management, and user adoption.
- Excellent stakeholder management and influencing skills, including the ability to work confidently with senior stakeholders.
- Able to challenge requirements constructively and manage trade-offs between different teams.
- Strong communication and documentation skills, with the ability to turn complex issues into clear recommendations.
- Comfortable working in ambiguity and bringing structure to complex, cross-functional problems.
Skills
- CRM
- Revenue Operations
- Sales Operations
- Commercial Operations
- Business Transformation
- Project Management
- HubSpot
- AI tools
- Data Quality
- Reporting
- Pipeline Management
- User Adoption
- Stakeholder Management
- Influencing
- Communication
- Documentation
- Analytical skills
- Problem-solving
Location
- UK
Work Type
- Flexible working
- Hybrid working
Benefits
- Full onboarding support and continued development opportunities
- Options for flexible working
- Regular social activities
- Pension contributions
- Discretionary bonus scheme
- Private health cover
- Life assurance
- Family friendly policies including enhanced Maternity & Paternity leave
About the Company
- Allica is the UK’s fastest growing company and the fastest-growing financial technology (Fintech) firm ever.
- Our purpose is to help established SMEs, one of the last major underserved opportunities in Fintech.
- Established SMEs are the backbone of local communities, representing over a third of our economy, yet have been largely neglected by traditional high street banks and modern fintech providers.
- Allica is building out its growth function, based around talented, empowered and autonomous individuals.
- You will get an opportunity to work with different teams across the business including product squads, distribution, engineers and operations to deliver on Allica’s mission of becoming the UK’s most recommended business bank.
- Allica Bank is fully committed to flexible and hybrid working.
- We’re a diverse bunch here at Allica, with all kinds of experiences, backgrounds and lifestyles. Our openness and differences make us stronger, and we want everybody to feel comfortable bringing as much of themselves to work with them as they like.
Equal Opportunity
- Don’t tick every box? Don’t worry if you don’t have all the skills or requirements listed on the job description. If you think you’d be a good fit, we’d still love to hear from you!