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Senior Operations Executive
Salary: CompetitiveReports To: Head of Sales / Sales ManagerLocation: Ascot (Office-Based)
Role Summary
As a Senior Operations Executive, you will be the driving force behind optimising our CRM system, producing high-quality reports, and enabling data-led decision making. Acting as the CRM superuser, you’ll collaborate across departments to ensure sales processes are seamless, efficient, and impactful. This role is perfect for someone who thrives on precision, analytics, and being the go-to expert in sales operations.
Key Responsibilities
CRM Ownership & Data Strategy
Act as the CRM (Microsoft Dynamics) superuser and administrator across the company.
Ensure data accuracy and leverage CRM insights to drive sales activities and forecasting.
Generate and maintain reports including month-end summaries, reseller performance, and CRM completeness.
Manage CRM change requests, user training, and system enhancements.
Sales Operations & Reporting
Compile and present sales metrics and performance insights to internal stakeholders.
Support the creation of significant sales quotations, tenders, proposals, and pricing strategies.
Maintain pricing and loan databases; approve special pricing within guidelines.
Coordinate the monthly sales volume forecast (Dispo report) and deliver reports to global HQ.
Team & Process Support
Assist the Sales Manager with meetings, events, travel planning, and follow-up actions.
Drive process improvements across Sales and Marketing to streamline operations.
Support GDPR compliance and best practices for data management.
Coordinate new starter onboarding for the sales team and support internal communications.
Skills & Experience
Proven experience as a CRM superuser, ideally with Microsoft Dynamics.
Advanced Excel and strong proficiency across the Microsoft Office suite.
Excellent attention to detail, with strong numeracy and analytical skills.
Confident communicator and presenter across all levels of the business.
Able to work under pressure, multitask, and prioritise effectively.
Experience supporting a commercial Sales & Marketing function.
Familiar with GDPR and responsible data management practices.
Key Attributes
Highly organised, logical, and adaptable.
Proactive, positive, and results-oriented mindset.
Strong relationship builder and team collaborator.
Accountable, dependable, and passionate about driving value through data.
