Business Development and Sales Operations Manager

🤔 Who are we and why do we do what we do?

We are a data and payments company on a mission! We’re a group of developers, financial experts, and optimists who share a vision for improving the financial wellness of people, their businesses, and their communities.

We started this company with the aim of changing how the industry used and viewed data. As architects of Open Banking, Open Finance, and Open Data, we strive to be a force for good — changing the status quo of how businesses interact with people. We strive to serve the whole population through every change in their finances.

We do this by powering businesses through our APIs and Personal Finance Tech solutions as well as our own personal financial management app for consumers.

We can only do that by being an inclusive and diverse organisation. We invest in our people, and enjoy an environment focused on innovation, collaboration and openness.

💰 What do we offer?

We champion flexibility, and we trust and respect our employees to deliver results in a way that best suits them, working around their own lives and commitments.

We live and breathe a fantastic culture of remote working and you will perform your duties predominantly from your home. However, the heart of Moneyhub is in Bristol and from time to time you will be required to attend company meet ups.

As well as a truly flexible approach, we also offer a fantastic range of benefits, including:

• Remote working – with quarterly away days, regular team meeting and face to face client meetings as required
• 10% contribution towards your Pension from your very first day with us;
• 25 days of holiday (plus bank hols), rising to 30 days after two years;
• Choose to take your entitlement to UK bank holidays at other times based on your own days of significance;
• Private medical insurance, including cover for pre-existing conditions, plus dental and optical benefit;
• Six week Moneyhubber Family Pay when you become a new parent;
• Permanent health insurance and life cover  – much greater than the industry standard (death in service);
• Employee assistance programme;
• Professional development support, with dedicated allowance of time and money;
• Life event leave;
• Cycle to work scheme;
• EV Salary sacrifice scheme;
• £750 towards professional memberships
• Remote working benefits, including work from almost anywhere, access to co-working spaces and support for your home office set-up
• High spec laptop
• Holiday purchase and more

Requirements

👀 Sounds great right? What will you be doing?

Moneyhub has a vision to Enhance the Lifetime Financial Wellness of People, Their Communities and their Businesses. We are achieving this with our B2B2C business model. Moneyhub is seeking a hands-on sales professional with a kitbag of great technical skills. The new role of Business Development and Sales Operations Manager is a multi-layered role. Working in our sales team the role with execution across both (i) supporting the sales operations deliverables and (ii) also actively involved in leading smaller sales opportunities themselves.

We are looking for a highly organised and detail-oriented professional who has strong experience in Salesforce as this role will also be the CRM Administrator in the Personal Finance Tech (PFT) line of business. This individual will have also had experience in managing a matrix of sales professionals (more junior and senior) to ensure processes are followed, data is correct and, therefore, reporting is accurate.

This role will work closely with Sales Directors, Account Directors, the Managing Director and Moneyhub Chief Commercial Officer to help directly drive sales but also support in optimising the team. This is a role that can have a lot of impact on the way PFT does things and the success of its new business and revenue growth. It will be a core link between prospect and the business as well as helping align colleagues across marketing, proposition, product and customer success. It’s an exciting opportunity for the right candidate.

Responsibilities:

• To manage the sales operations processes across the team. This includes working with our Campaign Manager to run our outbound lead generation agency,  coordinate and support RFIs, RFPs and contracts/SOWs with clients as well as produce sales reporting for the MD.  It is estimated that about 20% of your time.
• To be the primary responsible individual for qualifying all new leads PFT receives from MQLs. To contact, discuss and identify the opportunity and if qualified in, assign the opportunity to a member of sales to explore (and ideally close as a win!). This is estimated to be about 20% of your time.
• To take the lead sales role for our Moneyhub Multibuy Plan (MMP). The MMP product has been successfully launched this year with the likes of Voxi by Vodafone already becoming a customer. There is a quarterly sales target that this role will be expected to achieve. It is estimated that this will be about 30% of your time.
• Finally, this role will also be the PFT lead for our CRM, Salesforce. We are looking for someone who has the experience and capability to manage, configure and co-ordinate the customisation of Salesforce to meet the needs of the team, including fields, page layouts, flows, and reports. This includes training and onboarding of new PFT users and ensuring the ongoing user adoption and engagement of our CRM. It is estimated that this will be about 30% of your time.

Requirements:

• Experience in SaaS products and SaaS selling in a B2B environment and remotely.
• Experience in sales and/or marketing in a technology-led environment (within a regulated market or an early adopter market) will also be beneficial but not essential.
• Technical expertise and experience as a Salesforce specialist/administrator (Salesforce Administrator Certification highly desirable).
• Strong technical skills, including data analysis, report creation, and automations.
• Excellent communication, organisational and problem-solving skills.
• A team player, willing to muck in but can also work independently to get things done and delivered.

About the company

The Moneyhub story began when we noticed a big flaw in how consumers were able to interact with their own financial data. We were frustrated by the inability to see all of our finances in a single place, preventing us from using this to improve our financial wellbeing. Our tech team had a passion to make things better, and so, Moneyhub was born.

When Open Banking was just a theoretical concept, we created ground-breaking financial data aggregation tools for holistic financial planning and innovated the way to pay using bank accounts instead of cards. Now, we are a leader in using customer insights for the welfare of clients and users.

Our mission at Moneyhub is to improve the financial wellness of people, their companies and their communities. We want to serve the whole population through every change in their finances. We do this by powering businesses through our APIs and white label solutions as well as our own personal financial management app for consumers. We can only do that by being an inclusive and diverse organisation. We invest in our people, and enjoy an environment focused on innovation, collaboration and openness.