How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Sales Operations Lead – Fast-Growing Fintech
About the Role
A fast-growing fintech is seeking a Sales Operations Lead to support its expanding commercial function.
Working closely with Sales leadership, you’ll help improve sales performance through stronger forecasting, pipeline visibility, and reporting.
This is a hands-on role focused on:
- Driving sales effectiveness
- Optimising CRM adoption
- Providing the insight needed to support continued growth across the business.
Key Responsibilities
- Support sales leadership with:
- Forecasting
- Pipeline management
- Performance reporting
- Own CRM effectiveness, driving:
- Data quality
- Adoption
- Reporting accuracy
- Build dashboards and reports to provide visibility into:
- Sales activity
- Pipeline health
- Conversion rates
- Analyse sales performance to identify:
- Trends
- Risks
- Opportunities
- Improve sales processes, including:
- Operating rhythms
- Reporting for greater consistency and accountability
- Partner with Sales, Finance, Operations, and Technology to enhance:
- Commercial processes
- Reporting
- Create greater visibility across the customer journey, from:
- Lead generation
- To onboarding
- To client activation
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Candidate Profile
The ideal candidate will have:
- Previous experience in a Sales Operations role supporting a B2B sales organisation
- Strong experience with CRM platforms, ideally:
- Microsoft Dynamics
- Salesforce
- Experience managing:
- Sales forecasting
- Pipeline reporting
- Sales performance analytics
- Advanced skills in:
- Power BI
- Excel
- Ability to translate commercial data into meaningful insights for senior stakeholders
- Experience partnering directly with Sales leadership to:
- Improve sales performance
- Boost operational efficiency
- Experience within:
- Fintech
- Payments
- FX
- Banking Or another fast-paced B2B environment would be advantageous.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Achieve greater impact by joining a scaling fintech business and playing a key role in shaping the operational effectiveness of its commercial function.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location