Sales Operations Manager

Hi, we’re Penfold - we’re on a mission to help everyone save enough to be comfortable in later life by making pensions accessible and engaging!

There’s over a trillion pounds in UK pensions, but the industry is full of traditional providers with outdated products and poor customer service. Penfold is dragging the pension industry out of the dark ages with a platform built on modern technology. We’re demystifying pensions to make pension saving easy, accessible and engaging.

We’re a focused team of 70 based primarily across London and Tallinn, and have raised significant funding from some of the most successful Fin Tech investors in the world. We manage over £1bn of pension assets for over 100,000 savers and thousands of businesses, and we’re growing rapidly every month. Our team is focused on building an amazing pension experience for our customers.

As we scale our go-to-market engine, we’re looking for a Sales Operations professional to help us build a world class, data-driven sales function that can grow efficiently and predictably.

As Sales Operations, you’ll be the operational backbone of our sales team. Your job is to make selling at Penfold simpler, faster, and more effective.

You’ll own our sales systems (especially Hub Spot), ensure clean and reliable data, support the creation of high-impact sales collateral, and help us choose and implement the right tools as we scale. You’ll work closely with Sales, Marketing, and Leadership to turn strategy into execution.

This is a hands‑on role for someone who loves structure, process, and data, and who gets real satisfaction from enabling others to perform at their best.

• Act as the day‑to‑day owner of Hub Spot for sales
• Build and maintain pipeline, deal stages, workflows, automations, and dashboards
• Ensure accurate CRM hygiene, reporting, and forecasting
• Improve lead routing, handoffs (SDR > AE), and lifecycle tracking
• Troubleshoot issues and continuously improve how the team uses the CRM
• Create, organise, and maintain sales collateral (pitch decks, one‑pagers, case studies, email templates)
• Ensure reps always have the right materials at the right time
• Support onboarding and ongoing enablement for SDRs and AEs
• Document sales processes and best practices so they’re easy to follow and scale

• Own, lead and account data quality across the funnel
• Implement and manage data enrichment tools (e.g. Cognism, Apollo, Zoom Info)
• Improve ICP targeting and segmentation
• Monitor funnel health and surface insights on conversion, drop‑off and velocity

• Evaluate, select, and implement new sales tools (e.g. sequencing, conversation intelligence, enrichment, forecasting)
• Ensure tools are well‑integrated and actually used
• Retire tools that don’t deliver ROI
• Be the internal expert on ‘how our sales stack works’

• Build dashboards and reports for leadership (pipeline, performance, forecasting, efficiency)
• Provide insights that help us answer questions like:
  • Where are deals getting stuck?
  • Which segments convert best?
  • What’s limiting our ability to scale?
• Partner with leadership to improve planning, forecasting, and goal‑setting

The role is ideal for someone who is analytical, organised, and proactive, and who enjoys working behind the scenes to enable high‑performing sales teams. You’re comfortable switching between systems, data, and people, and you take pride in building processes that actually get used.

• Proven experience in Sales Operations, Rev Ops, or a similar role
• Strong hands‑on experience with Hub Spot (this is essential)
• Experience supporting B2B sales teams (SDR + AE motion)
• Strong analytical skills and comfort working with funnel and revenue data
• Ability to balance attention to detail with speed in a fast‑growing environment

• Experience in SaaS, Fin Tech, HR tech, or another B2B subscription business
• Experience implementing or managing sales tools (enrichment, sequencing, forecasting)
• Experience working in a scale‑up or high‑growth startup

• Sales reps spend more time selling and…