Sales Operations Manager responsible for CRM optimization and process automation at fintech startup. Collaborating across departments to enhance efficiency and data management.
About the role
- Sales Operations Manager enhancing sales operations and processes at Saltz. Collaborating with Sales and Account Management teams to improve data and performance tracking.
Responsibilities
- Ensure data integrity, tracking discipline, and reporting accuracy across CRM and sales systems
- Maintain and improve HubSpot CRM setup, automation, and tooling
- Build and optimise CRM pipelines for leads, active accounts, and expansion opportunities
- Maintain clear handover logic between Sales, Account Management, and Lifecycle teams
- Set up and manage lead routing, account ownership, and territory rules
- Create and maintain dashboards for GMV, conversion rates, pipeline health, and team performance
- Standardise workflows and operational processes across commercial teams
- Support forecasting processes and sales performance tracking
- Identify operational bottlenecks and propose process improvements
- Work closely with Sales, Account Management, Lifecycle, and Product teams to support execution
Requirements
- Experience in Sales Operations, Revenue Operations, or Commercial Operations roles
- Hands-on experience with HubSpot CRM
- Strong analytical and systems-thinking mindset
- Experience working with funnels, pipelines, and performance reporting
- Good stakeholder management and communication skills
- Ability to work independently and take ownership of operational tasks
- Comfort working with data, metrics, and process optimisation
- SQL or strong data querying skills are a strong advantage
- Experience in marketplace, SaaS, or platform businesses is a plus
- Detail-oriented, reliable, and process-driven working style
Benefits
- Flexible working hours and workflow, so you can structure your day in a way that works best for you.
- The hardware you need to get started
- Autonomy and trust to manage your own workflow
- Direct mentorship and access to founders and investors
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Tech skills
Location requirements
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