Overview
In this role you align business needs with CRM systems and processes to create a scalable operating foundation for the commercial org. You will drive governance, data quality, and workflow improvements across CRM and related systems, partnering with technical teams to deliver standardized, efficient processes. You’ll focus on improving productivity, customer experience, and revenue operations at scale. This is a cross-functional, business-facing role that enables sales and customer outcomes through better data and processes.
Pay / Benefits
- comprehensive onboarding
- professional development and career progression
- competitive salary and benefits package
- length of service recognition including paid sabbatical
Responsibilities
- Govern CRM and commercial operating processes governance and continuous improvement
- Translate business requirements into scalable CRM solutions with stakeholders
- Standardize commercial processes across the customer lifecycle
- Define and maintain business rules, data standards, and process documentation
- Monitor and improve CRM data quality; promote best practices in data ownership and compliance
- Identify opportunities to streamline workflows and automate manual tasks
- Collaborate with Salesforce and technical teams to prioritise, design, and implement system enhancements
- Support integration of CRM and related systems to enable a connected, scalable environment
- Establish metrics to measure process effectiveness, user adoption, and operational performance
Key requirements
- 3-5+ years in Revenue Operations, Sales Operations, CRM Operations, Commercial Operations, or Business Operations
- Strong understanding of Salesforce from a business process and governance perspective
- Experience leveraging AI and large language models across CRM and commercial systems
- Knowledge of APIs, LLMs and MCPs (note: MCPs mentioned)
- Salesforce certification would be advantageous
- Proven experience in process design, standardization, and operational improvement
- Proven ability to translate business needs into scalable operational solutions
- Experience partnering with CRM admins, sales teams and frontline leaders
- Strong business analysis and requirements gathering skills
- Exceptional communication that simplifies complexity
- Collaborative, service-oriented mindset
- Strong problem-solving and data-driven decision making
- CRM governance and process design
- Salesforce platform knowledge (business process and governance)
- Data quality management and data standards
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