Dains Accountants & Advisers on cord

Dains Accountants & Advisers

Head of Sales Operations

External position
Birmingham, UK
Hiring internally for Dains Accountants & Advisers?
Accounting · Consultancy
Empowering Businesses since 1926
Posted
2 weeks ago
Checked
cord regularly checks that external positions are still open
10 hours ago

Skills & Experience

Job roles: Business Development Manager
Experience level: Lead, Leadership
Core skills considered: Account Management, Business development, Business Development Strategy, CRM
Other skills considered: Stakeholder Management, Sales forecasting, Pipeline management, Commercial recruiting

Logistics

Base salary: Undisclosed
Some companies on cord are unable to disclose salaries publicly due to internal company policies. Message the company for salary information.
Employment type: Permanent
Remote working: Hybrid
Visa sponsorship: Not available

Job Description

The Head of Sales Operations will lead and continuously improve the commercial operations that enables Dains to acquire, retain and grow client relationships. The role will bring together sales operations, HubSpot CRM, data, reporting, governance and commercial cadence to improve productivity, pipeline visibility, cross-sell and decision-making across the firm.

Working closely with the Marketing, Business development, Partners and some members of the Executive team, the role will own the adoption of HubSpot CRM by client-facing teams, the pipeline reporting and optimisation roadmap of the client relationship process. The role will combine commercial experience with hands-on delivery, ensuring HubSpot operates as a growth platform.

The successful candidate will be a credible and collaborative leader who thrives on delivering results. They will challenge constructively, build trust through reliable insight and create simple, scalable processes that make it easier for teams to deliver growth.


Key Responsibilities

Sales operations and commercial performance

  • Lead the sales operations function, developing the commercial operating rhythm across Partners, Business Development teams, service lines and regional offices.
  • Own the end-to-end sales pipeline framework, including opportunity stages, definitions, controls, review cadence and escalation.
  • Lead new business forecasting, pipeline analysis and results reporting, providing clear insight and recommendations to senior leadership.
  • Support Partners and FP&A on annual planning and revenue growth objectives for new clients and client expansion.
  • Develop consistent ways of working that improve conversion, sales productivity, accountability and operational efficiency.
  • Support acquisition integration and new service-line development by establishing common commercial processes, data and reporting

HubSpot CRM strategy, ownership and optimisation

  • Act as the business owner and senior product lead for HubSpot, setting the CRM strategy and owning the roadmap in line with growth, marketing and client experience objectives.
  • Lead implementation, configuration, optimisation and adoption of HubSpot, including lifecycle stages, pipelines, properties, data models, automation and workflows.
  • Consolidate appropriate manual sales and marketing processes into CRM, working with Technology and external specialists on integrations and technical support.
  • Ensure our client management system drives commercial visibility, marketing and client growth without becoming an unwieldy and confusing set-up for our client-facing users
  • Assess and prioritise feature and process enhancements based on commercial value, usability, data integrity and proportionate complexity

Data, governance and insight

  • Establish and maintain firm-wide standards for data quality, permissions, definitions, compliance and CRM governance.
  • Create dashboards and management reporting covering pipeline health, forecast, cross-sell, funnel performance, conversion, win/loss trends, campaign effectiveness, retention and client engagement signals.
  • Combine data from multiple sources and translate analysis into concise, actionable commercial recommendations for the Executive Team, Partners and investors.
  • Embed reporting discipline and clear ownership across regional offices, service lines and commercial teams.
  • Monitor CRM use and data quality, identifying root causes and coordinating practical corrective action.

Client engagement, acquisition and growth

  • Define how CRM supports acquisition, onboarding communications, engagement, retention, reactivation, cross-sell and upsell across accountancy and advisory services.
  • Partner with Marketing to develop targeted, compliant and data-led campaigns and client lifecycle programmes.
  • Enable Partners and Business Development teams with clean data, clear pipelines, relevant triggers and actionable client insight.
  • Develop approaches that identify and track cross-sell opportunities while respecting client ownership and service-delivery responsibilities.

Adoption, enablement and stakeholder leadership

  • Build strong relationships with Partners and senior leaders, influencing consistent adoption of commercial processes and CRM standards.
  • Design and deliver user training, guidance and support so teams can use HubSpot, dashboards and pipeline processes effectively.
  • Work cross-functionally with Marketing, Finance, Technology, Business Development and regional leadership to align go-to-market execution and revenue processes.
  • Communicate performance insight clearly, turning complex information into a compelling and practical commercial story.
  • Manage relevant external HubSpot partners, suppliers or technical support arrangements.

Role boundaries

  • The role enables client growth and commercial visibility but does not own day-to-day client relationships or client account delivery.
  • CRM will support our client-facing teams with client insight, prompts and visibility; responsibility for service-delivery processes remains within partner teams.
  • The role is not responsible for operating CRM as a case-management or practice-management platform.

Skills, Knowledge & Expertise

Skills and experience

  • Experience in sales operations, revenue operations, commercial operations, CRM management within a B2B environment.
  • Strong hands-on experience of HubSpot as an enterprise CRM platform.
  • Proven ability to improve pipeline management, forecasting, sales productivity, operational efficiency and revenue performance.
  • Advanced analytical and reporting capability, with experience simplifying multiple data sources and converting insight into action.
  • Experience establishing CRM governance, data quality standards and reporting discipline across multiple teams, regions or business units.
  • Stakeholder management and influencing skills, including confidence working with Partners, executives and senior leaders.
  • Clear and persuasive communication skills, with the ability to present data and recommendations to senior and non-technical audiences.
  • Commercially minded, pragmatic, highly organised and comfortable managing competing priorities in a high-growth environment.

Additional experience desired but not essential

  • Experience in professional services, preferably a regulated sector such as accountancy, legal or financial services.
  • Experience leading a CRM implementation or significant optimisation programme, involving HubSpot.
  • HubSpot certifications or equivalent CRM / sales operations qualifications.
  • Experience designing client lifecycle, retention and cross-sell programmes.
  • Working knowledge of GDPR and regulated professional-services environments.

What success looks like

  • Improved forecast accuracy, pipeline visibility and sales productivity.
  • Successful implementation and adoption of HubSpot
  • Improved cross-sell visibility and measurable progression of opportunities across service lines.
  • Clear, timely and actionable insight supporting executive, Partner and investor decision-making.
  • Consistent commercial cadence and reporting across regional offices and service lines.
  • Strong collaboration between Partners, Marketing, Business Development, Finance and Technology.
Head of Sales Operations at Dains Accountants & Advisers
Position posted 2 weeks ago

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Starling Bank on cord

Starling Bank

Full Stack Engineer (ML Ops)

London, UK
FinTech · Banking · Finance
A better bank for everyone
Active
over 6 months ago
Responds to
0% of requests
Responds in
1h 55m
Requests
7 pending

Skills & Experience

Job roles: Full Stack
Experience level: Mid, Senior
Core skills considered: Java, React, Redux, AWS, JavaScript

Logistics

Base salary: £70K - £110K
Employment type: Permanent
Remote working: Hybrid (up to 2 remote days p/w)
Visa sponsorship: Not available

Job Description

Starling is the UK’s first and leading digital bank on a mission to fix banking! Our vision is fast technology, fair service, and honest values. All at the tap of a phone, all the time.

Starling is the UK’s first and leading digital bank on a mission to fix banking! We built a new kind of bank because we knew technology had the power to help people save, spend and manage their money in a new and transformative way.

We’re a fully licensed UK bank with the culture and spirit of a fast-moving, disruptive tech company. We’re a bank, but better: fairer, easier to use and designed to demystify money for everyone. We employ more than 3,000 people across our London, Southampton, Cardiff and Manchester offices.

Our technologists are at the very heart of Starling and enjoy working in a fast-paced environment that is all about building things, creating new stuff, and disruptive technology that keeps us on the cutting edge of fintech. We operate a flat structure to empower you to make decisions regardless of what your primary responsibilities may be, innovation and collaboration will be at the core of everything you do. Help is never far away in our open culture, you will find support in your team and from across the business, we are in this together!

The way to thrive and shine within Starling is to be a self-driven individual and be able to take full ownership of everything around you: From building things, designing, discovering, to sharing knowledge with your colleagues and making sure all processes are efficient and productive to deliver the best possible results for our customers. Our purpose is underpinned by five Starling values: Listen, Keep It Simple, Do The Right Thing, Own It, and Aim For Greatness.

Hybrid Working

We have a Hybrid approach to working here at Starling - our preference is that you're located within a commutable distance of one of our offices so that we're able to interact and collaborate in person. We don't like to mandate how much you visit the office and work from home, that's to be agreed upon between you and your manager.

Our Data Environment

Our Data teams are excited about the value of data within the business, powers our product decisions to improve things for our customers and enhance effective and agile decision making, regardless of what their primary tech stack may be. Hear from the team in our latest blogs or our case studies with Women in Tech.

We are looking for talented data professionals at all levels to join the team. We value people being engaged and caring about customers, caring about the code they write and the contribution they make to Starling. People with a broad ability to apply themselves to a multitude of problems and challenges, who can work across teams do great things here at Starling, to continue changing banking for good.

Requirements

We have built our entire banking platform in house and mostly in Java. We are looking for people who want to work on building the tooling that is used by our engineers on a daily basis.

We are looking for people who are truly full stack, and are as comfortable polishing their javascript front end as they are debugging the innards of their java applications database interactions, or standing up infrastructure with terraform. We are looking for people who can:

  • Design REST apis.
  • Code backend services, ideally using Java, or another other server side compiled language.
  • Develop modern front ends, ideally using React and Redux.
  • Get their code into the cloud and support it there, ideally on AWS.
  • Believe in clean coding, simple solutions, automated testing and continuous deployment.
  • Like to take ownership of a feature from the original idea through to live.
  • Think (like us) that a small number of empowered developers is the right way to deliver software.

Company Benefits

  • 33 days holiday (including flexible bank holidays)
  • An extra day’s holiday for your birthday
  • 16 hours paid volunteering time a year
  • Part-time and/or flexible hours available for most roles
  • Salary sacrifice, company enhanced pension scheme
  • Life insurance at 4x your salary
  • Hybrid/remote working
  • Private Medical Insurance with VitalityHealth including mental health support and cancer care. Partner benefits include discounts with Waitrose, Mr&Mrs Smith and Peloton
  • Generous family-friendly policies
  • Varied social groups set up and run by our employees
  • Perkbox membership giving access to retail discounts, a wellness platform for physical and mental health, and weekly free and boosted perks
  • Access to initiatives like Cycle to Work, Salary Sacrificed Gym partnerships and Electric Vehicle (EV) leasing

Full details are available on our careers site

Interview Process

Interviewing is a two way process and we want you to have the time and opportunity to get to know us, as much as we are getting to know you! Our interviews are conversational and we want to get the best from you, so come with questions and be curious. In general you can expect the below, following a chat with one of our Talent Team:

  • Stage 1 - 30 mins with one of the team
  • Stage 2 - Take home challenge
  • Stage 3 - 90 mins technical interview with two team members
  • Stage 3 - 45 min final with an executive and a member of the people team
Alex Yeates on cord
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