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Banking Transformation Summit logo

CRM & Revenue Operations Manager (HubSpot)

Banking Transformation Summit
Posted 9 hours ago
🇿🇦South Africa🏠Remote📁Sales
Is this job info correct?

Do you know HubSpot well enough to look at an existing CRM, quickly see what could work better, and then have the hands-on expertise to fix it yourself?


That's what we're looking for.


We want someone to take real ownership of HubSpot across our B2B events business and make a noticeable difference to how our sales and marketing teams use it.


You'll have the freedom to get under the bonnet of our existing setup, understand what's working and what isn't, and improve everything from CRM structure and data quality to lead management, pipelines, automation and reporting.


You'll work particularly closely with our Commercial Director and marketing team, building a CRM that gives them better visibility, better processes and fewer things falling through the gaps.


This is a hands-on role. If you've owned HubSpot in a B2B business, enjoy finding better ways to make it work and want the autonomy to put those ideas into practice, we'd like to hear from you.


What you'll own


HubSpot & CRM


You'll become the internal owner of HubSpot and how we use it across sales and marketing.


You'll:


  • Audit our existing HubSpot setup and identify what needs to change
  • Improve CRM architecture, properties, lifecycle stages and data structure
  • Build and manage workflows, automation, lists and segmentation
  • Improve database hygiene, deduplication and data quality
  • Improve how contacts, companies, deals and activities are structured
  • Identify and resolve inefficient or unnecessary processes
  • Manage integrations with other sales and marketing tools
  • Establish clear standards for how HubSpot should be used
  • Continually improve the CRM as the business grows


We want someone who is comfortable getting into HubSpot and doing the work themselves.


Lead management


We generate leads and commercial signals from multiple sources including our websites, content, campaigns, outbound activity and events.


You'll make sure those leads enter a clear and consistent process.


You'll:


  • Improve how leads are captured, categorised and routed
  • Build lead statuses, lifecycle stages and qualification processes
  • Improve lead source and attribution data
  • Create workflows and notifications around follow-up
  • Make sure sales can quickly see who needs attention and why
  • Identify where leads are being lost or becoming stuck
  • Ensure valuable opportunities don't disappear into the CRM
  • Sales & pipeline operations


You'll work closely with our Commercial Director to make our sales operation more structured, visible and efficient.


You'll:


  • Review and improve sales pipelines and deal stages
  • Improve how opportunities are created and managed
  • Create consistency around pipeline management
  • Build processes that prevent opportunities being missed
  • Improve visibility of pipeline health and sales activity
  • Identify stalled opportunities and gaps in the funnel
  • Improve the reliability of forecasting and pipeline reporting
  • Reduce unnecessary manual administration for the sales team


You won't be responsible for selling. Your job is to make the systems and processes behind the sales team work brilliantly.


Marketing & sales automation


You'll work with our marketing team to improve the infrastructure behind our campaigns and lead generation.


This could include:


  • HubSpot workflows
  • Sequences
  • Forms and lead capture
  • Segmentation and lists
  • Campaign tracking
  • Lead nurturing
  • Sales notifications
  • Marketing-to-sales handovers
  • Integrations with other platforms


You'll help us automate where it makes sense while keeping our sales and marketing activity personal.


Reporting & revenue insight


We want to be able to trust what HubSpot tells us.


You'll develop reporting and dashboards that help us understand:


  • Where leads and pipeline are coming from
  • Which campaigns and channels create commercial opportunities
  • Conversion through different stages of the funnel
  • Pipeline value and velocity
  • Where opportunities are becoming stuck
  • Sales and marketing activity against commercial outcomes
  • Overall CRM and database health


The goal isn't more dashboards. It's better information that helps us make better decisions.


CRM adoption & continuous improvement


You'll also make sure the systems and processes you build actually work for the people using them.


You'll:


  • Make HubSpot simple and intuitive for the team
  • Create clear processes and documentation
  • Train and support colleagues where needed
  • Monitor CRM adoption and data quality
  • Identify where processes aren't being followed or aren't working
  • Continually improve how sales and marketing use the platform


What we're looking for


Essential


  • Strong, hands-on HubSpot expertise
  • Experience taking ownership of HubSpot or a similar CRM within a B2B organisation
  • Experience building HubSpot workflows, automation, properties, lists and reporting
  • Experience managing CRM data quality and database structure
  • Understanding of B2B lead management and lifecycle stages
  • Understanding of B2B sales pipelines and commercial processes
  • Experience supporting both sales and marketing teams
  • Strong analytical and problem-solving skills
  • Ability to work independently and turn business problems into practical CRM solutions


Highly desirable


  • Experience working within B2B events, conferences or exhibitions
  • Experience with sponsorship or B2B event sales processes
  • HubSpot certifications
  • Experience with HubSpot Sales Hub and Marketing Hub
  • Experience with account-based marketing or B2B demand generation
  • Experience integrating HubSpot with other sales and marketing platforms
  • Who this role could suit


Your current title might be:


  • CRM Manager
  • HubSpot Manager
  • CRM Operations Manager
  • Revenue Operations Manager
  • Revenue Operations Specialist
  • Sales Operations Manager
  • Marketing Operations Manager
  • Sales & Marketing Operations Manager


The exact title isn't important.


What matters is that you've been the person responsible for making HubSpot work properly in a B2B business.


About Us


MoneyNext is a growing B2B events business specialising in financial services.


We're the team behind Banking Transformation Summit, bringing together senior leaders from banks, building societies and credit unions with the technology companies helping transform the industry.


We're a small, ambitious and fully remote team, which means you'll be close to the people making decisions and able to make an impact quickly.


This role will work particularly closely with our Commercial Director and marketing team. You'll have real ownership of HubSpot and the freedom to challenge how we're doing things today, introduce better ways of working and see the impact of what you build.


If you like joining a business where there's plenty to improve, decisions can be made quickly and you'll actually get to own the CRM rather than simply administer it, you'll fit in well here.


Salary & benefits


R40,000 - R50,000 per month, depending on experience


We're looking for someone with genuine HubSpot expertise, so we're open to discussing salary within this range based on the depth of your experience.


  • Full-time, permanent role
  • Fully remote
  • Work from anywhere in South Africa
  • Close working relationship with our commercial and marketing leadership
  • Significant ownership and autonomy
  • Opportunity to shape how HubSpot and Revenue Operations develop across the business


Working hours


As a UK-based business, you'll work predominantly UK business hours and collaborate daily with our UK team.


There will occasionally be some flexibility required around major events and key business periods.


What success looks like


We want this person to make an impact quickly.


Within your first few months, HubSpot should be cleaner and better structured. Our team should trust the data. Leads should be handled consistently. Pipeline should be easier to understand. Reporting should answer useful commercial questions. Automation should remove unnecessary manual work.


Sales and marketing should know how HubSpot is meant to be used and find it easier to use correctly.


Most importantly, HubSpot should become a reliable commercial operating system for the business rather than simply somewhere information is stored.


Know HubSpot inside out and think you could make ours significantly better? We'd like to hear from you.

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