Revenue Operations Specialist
CFC
Tableau
Revenue Operations Specialist
CFC
full-time
Posted on:
Location Type: Hybrid
Location: London • 🇬🇧 United Kingdom
Visit company websiteJob Level
JuniorMid-Level
Tech Stack
Tableau
About the role
- Serve as frontline HubSpot CRM administrator for the sales team, maintaining data integrity and optimising day-to-day sales operations
- Design workflows and automations to streamline lead assignments, email cadences, and task reminders
- Build useful reports and custom dashboards to track KPIs, pipeline stages, and performance analysis
- Conduct regular data audits and enforce best practices to keep CRM data clean and actionable
- Work closely with the Dev Team to integrate sales tools across the organisation
- Provide training, playbooks, and onboarding resources to enable sales reps and ensure consistency
- Continuously refine sales processes based on feedback and performance data; recommend improvements to boost productivity and conversion rates
- Review complex deals for compliance and collaborate with Marketing and Finance on lead flow and commission accuracy
Requirements
- Excellent communicator with proven HubSpot experience
- 2–5 years in Sales/Revenue Operations, with strong HubSpot CRM experience
- Strong Excel skills
- Familiarity with BI tools (e.g., Power BI, Tableau) is a bonus
- Process-oriented mindset with a keen eye for detail and data accuracy
Benefits
- Love what you do: We show up each day ready to take on the world. Our passion and intensity set us apart and makes the difference to our colleagues, customers, brokers and carriers.
- Challenge everything: We’re never afraid to question the way that things are done and we constantly challenge ourselves and others to makes things better.
- Have fun, be good: Insurance is a serious business, but we don’t take ourselves too seriously. We make it fun to work at CFC, we welcome all viewpoints, and we treat everyone how we would expect to be treated.
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
HubSpot CRMExceldata integrityworkflowsautomationsreportsdashboardsdata auditscomplianceperformance analysis
Soft skills
communicationprocess-orientedattention to detaildata accuracytrainingcollaborationfeedback incorporationproductivity improvementconversion rate optimizationonboarding