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About the Role
Revenue Operations Support sits at the heart of the Sales & Marketing division, keeping commercial tools, data and processes running smoothly so the sales and marketing teams can focus on winning and growing client relationships. This role owns the day-to-day health of the CRM (HubSpot) and related commercial platforms, drives process and tooling improvements, and provides the pipeline reporting and analysis that underpins sales forecasting and decision-making.
Responsibilities
- Coordinate the development, enhancement and implementation of commercial tools and process improvements, including organising related internal training.
- Act as the primary point of contact for external vendors supporting the Sales & Marketing division, ensuring effective support and optimised platform usage.
- Draft Statements of Work for agreed improvements to commercial tools and systems.
- Run regular quality checks on Contacts, Companies, Deals and Pipelines to maintain data integrity and hygiene in CRM.
- Optimise the incoming lead-handling process, including reviewing and cleansing lead data, identifying and recording lead sources, and ensuring leads are correctly assigned.
- Coordinate with Sales and Marketing teams to ensure effective lead management and smooth cross-functional collaboration.
- Monitor sales pipelines, analysing leads, pipeline performance and key sales metrics.
- Maintain revenue dashboards and develop reports to support sales forecasting, decision-making and ROI analysis of marketing activity.
- Maintain accurate records and documentation, ensuring maximum utilisation of the CRM system and producing reports as requested.
- Develop and maintain sales collateral, pricing documents, division playbooks and other commercial documents.
- Coordinate updates to client terms and conditions, website content and key product messaging related to new product launches.
- Analyse internal processes and tools, identify gaps and inefficiencies, and propose continuous improvements to optimise commercial operations.
- Contribute to the development and review of departmental and cross-departmental policies and procedures.
Requirements
- Commercial Operations, Sales Operations, Revenue Operations, Sales Enablement or a similar commercially focused role, ideally within fintech, payments, financial services, SaaS or another B2B environment.
- Administering and optimising a CRM platform, preferably HubSpot, including pipelines, workflows, properties, reporting and data management.
- Supporting or managing lead management processes, including lead capture, source attribution, qualification, routing and handover between Marketing and Sales.
- Producing and maintaining sales reporting, dashboards, pipeline analysis and revenue forecasts to support commercial decision-making.
- Developing and maintaining commercial documentation such as sales collateral, pricing tools, proposal templates, playbooks and process documentation.
- Coordinating cross-functional projects involving Sales, Marketing and other business functions.
- Working knowledge of CRM architecture and sales pipeline management, including lifecycle stages, lead status, deal stages and associated reporting.
- Advanced knowledge of HubSpot would be highly desirable, particularly Sales Hub and Marketing Hub.
- Ability to design and optimise automated workflows, lead routing and commercial processes within CRM and associated platforms.
- Strong Excel/Google Sheets skills, including the ability to manipulate and analyse commercial datasets.
- Comfortable working with reporting and analytics tools and translating data into meaningful commercial insights.
- Ability to understand how different commercial systems and tools interact across the customer lifecycle.
- Highly organised – Comfortable managing multiple priorities, projects, vendors and recurring operational activities simultaneously.
- Strong attention to detail – Maintains high standards of data accuracy, documentation and process governance.
- Analytical mindset – Comfortable interrogating data, identifying inconsistencies and understanding the reasons behind commercial performance.
- Problem solving – Investigates root causes rather than simply correcting individual issues and develops scalable solutions.
- Stakeholder management – Confident working across Sales, Marketing, Client Onboarding, Product, Finance, Legal and other teams.
- Vendor management – Able to build productive relationships with external providers while holding vendors accountable for agreed deliverables and service levels.
- Communication – Able to translate commercial requirements into clear instructions for technical or external partners and explain system/process changes to end users.
- Ownership & accountability – Proactively identifies issues and drives them through to resolution.
- Continuous improvement mindset – Regularly challenges whether existing processes, systems and ways of working can be improved.
Skills
- HubSpot
- Excel
- Google Sheets
- CRM architecture
- Sales pipeline management
- Reporting
- Analytics
- Data manipulation
- Data analysis
- Workflow automation
- Lead routing
- Commercial process optimisation
- Stakeholder management
- Vendor management
- Communication
Location
- UK
- Mainland Europe
Work Type
- Full-time
Experience Level
- Mid-level
Benefits
- 25 days holiday (plus bank holidays)
- Private Medical & Dental Cover (after probationary period)
- Life Assurance
- Employee Assistance Programme plus Rewards and Perks Discount with YuLife
- Enhanced Company Pension Scheme
About the Company
- Since 2016, Clear Junction has been providing regulated, end-to-end payment infrastructure that financial companies rely on.
- Solutions are built on proprietary in-house technology, designed to effortlessly meet the complex, growing demands of the global financial sector.
- The company's footprint spans the UK and mainland Europe with a dedicated team of over 150 fintech professionals.
- Recognised as the UK's fastest-growing, founder-led, privately owned business, featured on The Sunday Times 100 List and the Financial Times Top 100 fastest-growing companies in Europe.