Revenue Operations Support

Description

Since 2016, we at Clear Junction have been providing regulated, end-to-end payment infrastructure that financial companies rely on. Built on proprietary in-house technology, our solutions are designed to effortlessly meet the complex, growing demands of the global financial sector. Our footprint spans the UK and mainland Europe with a dedicated team of over 150 fintech professionals. Our success speaks for itself: recognised as the UK's fastest-growing, founder-led, privately owned business, we are proud to be featured on both The Sunday Times 100 List and the Financial Times Top 100 fastest-growing companies in Europe.

About the Role

Revenue Operations Support sits at the heart of the Sales & Marketing division, keeping commercial tools, data and processes running smoothly so the sales and marketing teams can focus on winning and growing client relationships. Working closely with Marketing, Client Onboarding, Sales and Relationship Managers. This role owns the day-to-day health of the CRM (HubSpot) and related commercial platforms, drives process and tooling improvements, and provides the pipeline reporting and analysis that underpins sales forecasting and decision-making. 

Key Responsibilities

Commercial Tools & Vendor Management

• Coordinate the development, enhancement and implementation of commercial tools and process improvements (e.g. workflows and CRM, etc), including organising related internal training.
• Act as the primary point of contact for external vendors supporting the Sales & Marketing division, ensuring effective support and optimised platform usage.
• Draft Statements of Work for agreed improvements to commercial tools and systems.

Data Quality & Lead Management

• Run regular quality checks on Contacts, Companies, Deals and Pipelines to maintain data integrity and hygiene in CRM. 
• Optimise the incoming lead-handling process, including reviewing and cleansing lead data, identifying and recording lead sources, and ensuring leads are correctly assigned to the right team members.
• Coordinate with Sales and Marketing teams to ensure effective lead management and smooth cross-functional collaboration across the sales process.

Reporting & Commercial Insight

• Monitor sales pipelines, analysing leads, pipeline performance and key sales metrics.
• Maintain revenue dashboards and develop reports to support sales forecasting, decision-making and ROI analysis of marketing activity.
• Maintain accurate records and documentation, ensuring maximum utilisation of the CRM system and producing reports as requested.

Content & Process Support

• Develop and maintain sales collateral, pricing documents, division playbooks and other commercial documents, in collaboration with Marketing, Client Onboarding and Sales.
• Coordinate updates to client terms and conditions, website content and key product messaging related to new product launches.
• Analyse internal processes and tools, identify gaps and inefficiencies, and propose continuous improvements to optimise commercial operations.
• Contribute to the development and review of departmental and cross-departmental policies and procedures.

Requirements

Desired Experience

• Commercial Operations, Sales Operations, Revenue Operations, Sales Enablement or a similar commercially focused role, ideally within fintech, payments, financial services, SaaS or another B2B environment
• Administering and optimising a CRM platform, preferably HubSpot, including pipelines, workflows, properties, reporting and data management.
• Supporting or managing lead management processes, including lead capture, source attribution, qualification, routing and handover between Marketing and Sales.
• Producing and maintaining sales reporting, dashboards, pipeline analysis and revenue forecasts to support commercial decision-making.
• Developing and maintaining commercial documentation such as sales collateral, pricing tools, proposal templates, playbooks and process documentation.
• Coordinating cross-functional projects involving Sales, Marketing and other business functions.

CRM, Data & Systems Capability

• Working knowledge of CRM architecture and sales pipeline management, including lifecycle stages, lead status, deal stages and associated reporting.
• Advanced knowledge of HubSpot would be highly desirable, particularly Sales Hub and Marketing Hub.
• Ability to design and optimise automated workflows, lead routing and commercial processes within CRM and associated platforms.
• Strong Excel/Google Sheets skills, including the ability to manipulate and analyse commercial datasets.
• Comfortable working with reporting and analytics tools and translating data into meaningful commercial insights.
• Ability to understand how different commercial systems and tools interact across the customer lifecycle.

Core Skills & Competencies

• Highly organised – Comfortable managing multiple priorities, projects, vendors and recurring operational activities simultaneously.
• Strong attention to detail – Maintains high standards of data accuracy, documentation and process governance.
• Analytical mindset – Comfortable interrogating data, identifying inconsistencies and understanding the reasons behind commercial performance.
• Problem solving – Investigates root causes rather than simply correcting individual issues and develops scalable solutions.
• Stakeholder management – Confident working across Sales, Marketing, Client Onboarding, Product, Finance, Legal and other teams.
• Vendor management – Able to build productive relationships with external providers while holding vendors accountable for agreed deliverables and service levels.
• Communication – Able to translate commercial requirements into clear instructions for technical or external partners and explain system/process changes to end users.
• Ownership & accountability – Proactively identifies issues and drives them through to resolution.
• Continuous improvement mindset – Regularly challenges whether existing processes, systems and ways of working can be improved.

Benefits

• 25 days holiday (plus bank holidays)
• Private Medical Insurance: You will be eligible for our full Private Medical & Dental Cover (after probationary period)
• Life Assurance
• Employee Assistance Programme plus Rewards and Perks Discount with YuLife
• Enhanced Company Pension Scheme