Operations Manager

A leading boutique executive mentoring group based in Mayfair is looking for a Business Development Operations Manager to join their hardworking and collaborative team.This pivotal role blends strategic project execution, CRM system ownership, and client process optimisation to ensure smooth business development operations across their global mentoring businesses.Responsibilities will include:1. Salesforce & CRM Management• Serve as the product owner for Salesforce ensuring full adoptionand effective use across teams.• Lead Salesforce-related initiatives including new org setups, integrations, andoptimisations—managing internal stakeholders and third-party consultants.• Deliver tailored user training, onboarding, and ongoing technical support.• Maintain data quality and develop reports and dashboards to support strategicdecision-making.• Design and execute campaigns using Salesforce tools (e.g., iContact, emailmarketing, campaign tracking).2. Client Engagement & Process Management• Manage the full client lifecycle: onboarding, contracting, delivery tracking,billing, and reporting.• Oversee and update documentation such as Statements of Work (SOW), ClientReview Calls (CRCs), mentor fee summaries, client end dates, and mentorcapacity charts.• Ensure client data accuracy and consistency across the CRM and operationsplatforms.• Continuously review and refine business development workflows to improveefficiency, reduce duplication, and ensure scalability.• Work closely on team engagements with the Client Director to produceaccurate budgets, time management reports and Statements of Work producingan accurate analysis of costs and time spent against budget on eachengagement.3. Operational Systems & Process Improvement• Monitor and manage daily operations recommending andimplementing system enhancements.• Provide tools, documentation, and training to support operational bestpractices.• Act as a key contact for procurement-related queries and contribute to vendorand contract management processes.Requirements:Proven experience in Salesforce (or similar CRM platform) management, ideallyin a product owner or administrator capacity.Strong knowledge of client lifecycle processes, sales operations, and businessdevelopment support.Demonstrate success in driving operational efficiency and managing complexprojects.Strong analytical mindset and attention to detail, with ability to generate datadriveninsights.Exceptional communication and interpersonal skills; confident deliveringtraining and engaging stakeholders.Experience with procurement, legal documentation, budgeting, and eventlogistics preferred.Salary £50,000- £60,000.This is a hybrid role 3 days in the office, 2 days from home.

Created: 2025-07-24