Northreach is a specialist recruitment agency connecting high-calibre professionals with leading organisations across legal finance, financial services, and professional services. We pride ourselves on delivering a seamless recruitment experience for both clients and candidates, supporting growth, innovation, and long-term success.A fast-growing digital financial services company is transforming how individuals and employers manage long-term savings. With a rapidly expanding customer base and significant assets under management, the business is investing heavily in scalable commercial infrastructure and data-led growth.The OpportunityThe company is looking for a Sales Operations Manager to design, build, and continuously improve the operational foundations of its revenue engine.This role sits at the heart of the commercial organisation, owning sales systems, data quality, reporting, and process optimisation. You’ll enable sales teams to perform at their best by ensuring the right tools, insights, and workflows are in place as the business scales.This is a hands-on role for someone who enjoys building structure, improving efficiency, and turning revenue strategy into operational reality.Key ResponsibilitiesSales Systems & CRMOwn and optimise the CRM, including pipeline architecture, deal stages, workflows, automation, and reportingEnsure high standards of data quality, forecasting accuracy, and lifecycle trackingImprove lead management, routing logic, and handover between prospecting and closing teamsAct as the internal expert on sales systems and toolingSales Enablement & ProductivityCreate and maintain core sales assets such as pitch materials, templates, and case studiesDefine, document, and standardise sales processes across teamsSupport onboarding and continuous enablement for new and existing sales repsData, Funnel & TargetingOwn funnel data integrity and enrichment workflowsManage and optimise data enrichment and prospecting toolsRefine ideal customer profiles and segmentation strategiesAnalyse conversion rates, deal velocity, and pipeline healthTools & TechnologyAssess, implement, and optimise sales tools across the stack (e.g. sequencing, enrichment, forecasting, call intelligence)Drive adoption and measure ROI across all commercial systemsIdentify and remove redundant or low-impact toolsReporting & Commercial InsightBuild and maintain dashboards covering pipeline performance, forecasting, and rep productivitySurface insights on bottlenecks, segment performance, and scalability risksPartner with senior stakeholders on revenue planning and forecastingExperience & SkillsEssential:Strong experience owning and optimising a modern B2B CRM (e.g. HubSpot, Salesforce, or similar)Proven track record building and managing a multi-tool sales technology stackDeep understanding of lead-to-close sales funnels and SDR-to-closing handoffsDemonstrated success improving data quality, reporting accuracy, and forecast confidenceExperience in a subscription-based, SaaS, FinTech, or high-growth B2B environmentCommercial mindset with the ability to translate strategy into systems and measurable outcomesNice to Have:Scale-up or high-growth company experienceBackground in financial services, SaaS, HR tech, or related sectorsExperience implementing new sales tools or CRMs from scratch