Adaptive Financial Consulting - Sales Operations Analyst - London - Up to 45K
Requirements
• Strong Excel skills (this is essential): • Able to organise data, spot inconsistencies, and present information clearly • Experience with HubSpot, including dashboards, reporting and workflows • HubSpot • A good eye for data quality, structure, and governance • data quality, structure, and governance • The ability to explain data and processes clearly to non-technical stakeholders • An interest in B2B, technology, or financial services (financial market knowledge is a plus, not a must) • B2B, technology, or financial services
Responsibilities
• Act as a key operational partner to the Sales team, supporting them with data accuracy, reporting, and performance visibility • key operational partner to the Sales team • Maintain high-quality data in HubSpot, ensuring it remains a reliable “single source of truth” • HubSpot • Create and maintain dashboards, reports, and pipeline views for Sales, Marketing, and Finance • dashboards, reports, and pipeline views • Audit and improve the lead-to-deal process, identifying gaps, inconsistencies, or friction points • lead-to-deal process • Support process improvement and automation to make workflows more efficient • process improvement and automation • Occasionally support Marketing HubSpot activities, making this a true all-round operations role • Marketing HubSpot activities • Learn how different departments work together: and help connect the dots
Benefits
• Be part of a high-standard engineering culture where learning is constant and knowledge is shared • high-standard engineering culture • collaboration, respect, and open communication • Flexible, hybrid working model with strong focus on work/life balance • work/life balance • A supportive, inclusive culture where people are encouraged to speak up and grow • Opportunities to get involved in well-being, diversity, and community initiatives • 25 days holiday • Family medical and dental • Life insurance and long term disability insurance • Pension with a 5% match • Season ticket loan • THE PROCESS: • THE PROCESS: • THE PROCESS: • Long interview processes are stressful and boring and that is not us. • We want to make sure that everything runs smoothly. • So here you will have three-stage interviews: • 1- A chat with one of our great recruiters.2- A Zoom chat with Stelios (our Sales Ops Lead - you will report to him) during which you will present a short exercise that we will send you beforehand. The exercise is designed to give us insight into your thinking and approach. It won’t be time-consuming; we don’t expect you to spend hours on it, as it’s not a paid task.3. A final chat with Kevin our CCO and AK our Head of Marketing • But don’t worry; everything will be explained to you step by step by your recruiter. • A little tip for you during those stages: Collaboration is massively important to us, so don't hesitate to share your thoughts, ask questions, ask for help if needed, etc... • DIVERSITY & INCLUSION: • Diversity and inclusion are core to who we are. Adaptive is strongest when it reflects the world around us. We want everyone to feel comfortable bringing their whole selves to work, in an environment built on respect, collaboration, and shared curiosity. • Background check: the employment is subject to an acceptable background check that will be run by Adaptive. • Background check
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