Operations Manager

New Yesterday

Job Description

A leading boutique executive mentoring group based in Mayfair is looking for a Business Development Operations Manager to join their hardworking and collaborative team.


They work with the top business leaders around the world and there is huge scope for progression within the business.


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 adoption and effective use across teams.

• Lead Salesforce-related initiatives including new org setups, integrations, and optimisations—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 strategic decision-making.

• Design and execute campaigns using Salesforce tools (e.g., iContact, email marketing, 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), Client Review Calls (CRCs), mentor fee summaries, client end dates, and mentor capacity charts.

• Ensure client data accuracy and consistency across the CRM and operations platforms.

• Continuously review and refine business development workflows to improve efficiency, reduce duplication, and ensure scalability.

• Work closely on team engagements with the Client Director to produce accurate budgets, time management reports and Statements of Work producing an accurate analysis of costs and time spent against budget on each engagement.


3. Operational Systems & Process Improvement


• Monitor and manage daily operations recommending and implementing system enhancements.

• Provide tools, documentation, and training to support operational best practices.

• Act as a key contact for procurement-related queries and contribute to vendor and contract management processes.


Requirements:


Proven experience in Salesforce (or similar CRM platform) management, ideally in a product owner or administrator capacity.

Strong knowledge of client lifecycle processes, sales operations, and business development support.

Demonstrate success in driving operational efficiency and managing complex projects.

Strong analytical mindset and attention to detail, with ability to generate data driven insights.

Exceptional communication and interpersonal skills; confident delivering training and engaging stakeholders.

Experience with procurement, legal documentation, budgeting, and event logistics preferred.


Salary up to £60,000 plus benefits.


This is a hybrid role 3 days in the office, 2 days from home.

Location:
London
Category:
Business

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