Revenue Operations Lead overseeing Salesforce/Pardot administration and AI agent implementation at Financeit. A strategic architect role focused on technical execution and roadmap design.
EL
Hybrid Revenue Operations Executive
Posted 6 hours ago
About the role
- Revenue Operations Executive supporting revenue processes and cross-functional teams to drive ClearBank’s commercial growth while ensuring compliance and data accuracy in operations.
Responsibilities
- Support end‑to‑end revenue processes across new business, expansions, renewals and commercial change events
- Act as an operational partner to Sales and Client Success on deal structuring, pricing mechanics, approvals and commercial governance
- Support the accurate creation and management of opportunities, quotes and contracts in Salesforce and CPQ
- Maintain strong data quality, ensuring pipeline, bookings and customer data meet agreed standards
- Deliver system support, training and enablement to revenue teams to drive adoption and correct usage of tools
- Support revenue governance activities, approvals, controls and audit readiness
- Coordinate with Finance, Legal, Product and Operations teams on cross‑functional revenue initiatives
- Support system enhancements, process improvements and automation initiatives within Revenue Operations
- Identify operational risks, inefficiencies or bottlenecks and contribute to continuous improvement initiatives
- Produce and support operational reporting and insights where required
Requirements
- Experience in Revenue Operations, Sales Operations, Commercial Operations or Deal Desk
- Strong working knowledge of Salesforce and commercial systems
- Experience supporting commercial processes, approvals and governance
- Excellent attention to detail and organisational skills
- Ability to manage multiple workstreams and priorities simultaneously
- Strong written and verbal communication skills
- Confident engaging with stakeholders across Sales, Finance, Legal, Product and Operations
- Experience in financial services, fintech, SaaS or regulated environments (desirable)
Benefits
- Hybrid work-style, with spacious and well-equipped new office in London
- 27 days annual leave per year, plus flexible bank holidays
- The option to work outside of the UK for up to 30 days per year
- Regular company-wide socials
- Take a couple of days per year to volunteer with your chosen charity to do something bigger than ClearBank
- Private healthcare through Healix and discounted Bupa dental cover, with employee healthy living perks and discounts
- Enhanced family-friendly leave
- Bigger than ClearBank – Take a couple of days per year to do something that matters to you.
- Opportunity to join an innovative team that’s building a bank fit for the future! 🚀
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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