Shieldpay
Revenue Operations Analyst
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Revenue Operations Analyst
Revenue Operations Manager
Impact And Responsibilities
You will sit at the heart of our commercial engine, responsible for ensuring our revenue teams have the data, processes, and tooling needed to perform at their best.
This hands-on role spans reporting, systems, and process improvement—you will transform raw data into clear insights and eliminate gaps within the business.
Key Responsibilities
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Own the health and accuracy of HubSpot, ensuring pipeline data, deal ownership, and account status remain up to date and reliable for the business.
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Build and maintain dashboards for the sales team, executives, and board, providing a clear, consistent view of:
- Revenue performance (pipeline, conversion rates, activity metrics, forecast accuracy).
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Design and improve processes between sales, deal delivery, and customer success, identifying:
- Breakdowns in handoffs.
- Missing data points.
- Opportunities for automation to reduce manual effort.
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Triage and qualify inbound leads to ensure Sales Managers focus on high-priority opportunities.
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Lead scoring and qualification framework, refining how inbound and outbound leads are prioritised and routed.
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Work closely with marketing to link campaign performance to pipeline outcomes, helping both teams optimise investment by identifying which activities generate growth.
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Support sales forecasting and territory planning, giving the business clarity on where to focus effort for maximum growth.
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Over time, help define and embed the metrics and KPIs that matter most to the business, establishing a single source of truth for the entire commercial team.
Expectations
- Experience in Revenue Operations, Sales Operations, or Commercial Analysis, ideally within SaaS, fintech, or financial services.
- Demonstrated curiosity in data and process optimisation, with a track record of improving workflows.
- Comfortable working daily in a CRM system (HubSpot experience preferred; adaptability to new tools is critical).
- Strong understanding of the B2B sales pipeline, including:
- Sales stages and conversion rates.
- Data hygiene best practices.
- Proficient in Excel or Google Sheets, with the ability to:
- Build and maintain reports.
- manipulate data sets.
- present findings effectively.
- Familiarity with BI tools (e.g., Looker, Tableau, Power BI) is a bonus.
- Experience or strong understanding of lead scoring/qualification frameworks and their business impact.
- Ability to collaborate with marketing to connect campaign performance with pipeline outcomes.
- Highly organised, proactive, and instinctive in spotting gaps—prefer ownership of problems over task lists.
- Thrives in fast-paced environments, taking initiative.
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Additional Considerations
- While experience in legal or regulated financial sectors is not mandatory, it could be beneficial.
- Shieldpay is committed to equal opportunities. Flexible working options (hybrid/flexible hours) are available.
About Shieldpay
Shieldpay is a Financial Conduct Authority (FCA)-regulated payments institution (reference #770210), offering secure payment solutions for legal, financial, and professional services. Additional services include Third-Party Managed Accounts, Escrow, and payment agent services.
Group Address: 3rd Floor, 1 Ashley Road, Altrincham, Cheshire, WA14 2DT.
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