Operations & CRM Manager / Office Manager – Hybrid!
Boutique Exec Search
Near St Pauls
7-month fixed term contract, maternity cover
£45k - £60k
My client is a boutique executive search firm who specialise on placing c-suite individuals within financial services. With international offices and a team of around 50 people, this role is based in the London office, with flexibility to work to a hybrid pattern of 2-3 days in the office and 2-3 days from home. Core hours are usually 9 am – 6 pm with flexibility when needed.
This maternity leave is covering the Operations & CRM Manager who will be going onto maternity leave in September. They are looking for someone to join from 2nd September to allow for a handover period.
As the Operations & CRM Manager, they are looking for someone who will be responsible for supporting and managing various operational, IT, tech, data, systems, and compliance functions within the organisation. There will also be the need to manage their CRM system, Salesforce, running various reports and presenting them to management.
This role reports directly into the CEO / Founder and will involve working closely with the management team who will then relay information/updates to their direct teams.
WHAT YOU'LL DO;
- Liaise with Senior Management and provide insights into performance
- Collect inputs and outputs and publish performance metrics reports
- Provide analytical insights into concise presentations
- Work with Change champions to ensure alignment, drive enablement, remove bottlenecks to improve optimisation
- Act as the point of contact with Salesforce Partners. Identify and help to design CRM features to measure and improve sales productivity
- Systematise best practices in the sales process and continuously improve critical workflows.
- Support wider business with dashboards and tools to automate and clarify sales forecasting and revenue team performance.
- Collaborate with cross-functional teams to streamline processes, identify automation opportunities, and implement tools to enhance efficiency.
- Act as an internal resource for sales analytics and issues, ensuring timely research and responses.
- Create documentation and training to support use of the CRM
- Ensure adequate training of new joiners
- Drive behaviour change through system improvements
- Collaborate with stakeholders to define measurable goals and objectives for business initiatives.
- Monitor progress and provide regular updates to management.
- Ensure accuracy of all revenue data and recommend opportunities for improvement to business unit
- Ensure minimum data standards are adhered to across the CRM (Salesforce)
- Work with suppliers and the global team to manage security threats and raise tech/IT queries efficiently.
- Maintain awareness of compliance standards and drive adherence
- Additional Operational support as required
Knowledge, Skills & Experience:
- 2-4 years of experience as an Office Manager / Operations Manager
- A proven track record in optimising sales processes within a Recruitment or Executive Search business
- Experience in managing and optimising CRM systems, ideally Salesforce and sales technology tools e.g. docusign, pardot
- Strong analytical and problem-solving skills, with the ability to leverage data for informed decision-making
- Strategic thinker with the ability to implement and execute process improvements
- Excellent communication skills, both written and verbal, with the ability to present insights to stakeholders at various levels.
- Creativity in developing actionable recommendations for senior management.
- Self-starter with a high degree of motivation to go above and beyond.
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