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Allica Bank

CRM & Revenue Operations Manager – Hubspot

Allica Bank

CRM and Revenue Operations Manager optimizing HubSpot for Allica Bank, a UK fintech serving established SMEs. Leading CRM projects, analytics, automation and cross-functional governance.

Posted 8/4/2026full-timeLondon • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading CRM initiatives, managing multiple projects, and translating business requirements into effective CRM processes and data management. Proficient in using HubSpot for pipeline management and reporting, with a strong focus on data quality and operational efficiency.

Highest-signal resume keywords
CRM Project ManagementHubSpot ProficiencyData Quality ManagementAnalytical Problem-SolvingStakeholder Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
CRM Process ManagementData ReportingPipeline ManagementAutomationDocumentationRequirements AnalysisMetrics DefinitionWorkflow DesignAI Tools UtilizationRevenue Operations
Soft Skills
Strong CommunicationProactive ApproachInfluencing SkillsAbility to Work in AmbiguityAnalytical Thinking
Tools & Technologies
HubSpotAI-Enabled ToolsCRM Platforms
Industry Keywords
Commercial OperationsSales OperationsBusiness TransformationCustomer JourneysOperational Efficiency

About the role

Key responsibilities & impact
  • Lead complex CRM initiatives from discovery through implementation, adoption and post-launch review
  • Manage multiple CRM projects simultaneously across different product and stakeholder groups
  • Create and maintain project plans, delivery roadmaps, requirements documentation and status updates
  • Translate business requirements into CRM process, data, reporting, automation, documentation and configuration requirements
  • Use CRM data to identify pipeline issues, process inefficiencies, adoption gaps and data quality risks
  • Define and improve CRM metrics, including pipeline conversion, stage ageing, SLA performance, ownership, activity, adoption and data completeness
  • Work with Data and Reporting teams to improve management information and executive reporting
  • Propose data-driven optimisation plans to improve pipeline performance, revenue outcomes and operational efficiency
  • Provide product ownership for key HubSpot areas, including objects, properties, pipelines, lifecycle stages, workflows, permissions, views, lists, reporting and integrations
  • Review HubSpot changes for scalability, reporting impact, data quality, user experience and compliance
  • Maintain CRM documentation, field definitions, process maps and change records
  • Identify opportunities to improve customer, colleague and operational journeys through better CRM processes
  • Support workflows, automation and handoff processes that improve efficiency while maintaining appropriate controls
  • Use AI-enabled tools to accelerate analysis, documentation, summarisation, workflow design, knowledge management and stakeholder communication
  • Ensure automation and AI-assisted working practices are measurable, documented, reviewed and compliant

Requirements

What you’ll need
  • Commercial awareness and understanding of how CRM supports growth, customer journeys and operational efficiency
  • Hands-on, proactive approach
  • Strong analytical and problem-solving skills
  • Proven experience leading CRM, Revenue Operations, Sales Operations, Commercial Operations or business transformation projects in a complex organisation
  • Strong project management capability and ability to manage multiple initiatives independently
  • Comfortable using HubSpot or a similar CRM platform for workflows, reporting, pipeline management and operational processes
  • Comfortable using AI tools responsibly to improve productivity, analysis, documentation, communication and operational effectiveness
  • Strong understanding of CRM data quality, reporting definitions, pipeline management and user adoption
  • Excellent stakeholder management and influencing skills, including confidence working with senior stakeholders
  • Ability to challenge requirements constructively and manage trade-offs between teams
  • Strong communication and documentation skills, with ability to turn complex issues into clear recommendations
  • Comfortable working in ambiguity and bringing structure to complex, cross-functional problems
  • Applicants must reside in the UK; most roles require candidates to already reside in the UK

Benefits

Comp & perks
  • Full onboarding support and continued development opportunities
  • Options for flexible working
  • Regular social activities
  • Pension contributions
  • Discretionary bonus scheme
  • Private health cover
  • Life assurance
  • Family friendly policies including enhanced Maternity & Paternity leave