Sales Operations Coordinator / Analyst

Sales Operations Coordinator / Analyst

About The Role:

You’ll be joining our buzzing Revenue Operations Team as Sales Operations Co-Ordinator/Analyst. Reporting to the Sales Operations Manager, you’ll be a part of a fast-growing business that is challenging the market and doing things differently.

You'll be someone who is able to jump straight into the daily sales operation’s activities, helping the business reach its revenue goals by providing cross-functional coordination, deal desk support, and operational enablement, ensuring pricing accuracy, documentation readiness, and smooth progression of deals.

You will maintain the CRM system to ensure data accuracy, supporting Account Executives with Salesforce data completion, managing opportunity updates, and ensuring all deal documentation and approvals are in place for successful closure.

You will work closely with the Sales Operations Executive to support strategic planning, sales forecasting, and deal desk operations, contributing to pricing reviews, contract support, and the development of dashboards and reports that drive process improvements and sales strategy.

Detailed Responsibilities

• Act as a central liaison between Sales, Due Diligence, Legal, Product, and Customer Operations teams to ensure seamless deal progression.
• Review and issue supporting documentation including contracts, side letters, and warranty letters to assist the Sales team.
• Deliver training sessions across all relevant sales operations processes and tools.
• Assist Account Executives in deal progression through Salesforce, ensuring data accuracy and timely updates.
• Oversee deal closure in Salesforce, ensuring all documentation and communications are properly reviewed and recorded.
• Educate and guide the Sales team on the full onboarding process, covering all stages and requirements.
• Respond to ad hoc Salesforce administrative requests, including updates to Opportunity and Account ownership.

What We Are Looking For:

• Some experience in, or supporting Sales Operations and/or Deal Desk
• Outstanding Excel and PowerPoint skills
• Proficiency in Salesforce and business intelligence tools
• A good understanding of the sales environment, including sales content, tools and training
• Excellent project management skills and a deadline focused approach
• Naturally passionate and curious about sales effectiveness and operations
• A data-driven individual, with strong critical thinking, and ability to derive enablement insights from complex sets of sales data
• Technologically-savvy with a growth mindset
• Collaborative and the ability to manage, actively engage key stakeholders across the revenue team and the business

You will thrive at ClearBank if you are:

• Customer-Focused: Committed to delivering excellent interactions and outcomes.
• Innovative: Driven to continuously improve and embrace new challenges.
• Curious: Eager to learn and apply new skills.
• Creative: Able to think outside the box and solve problems creatively.
• Tech-Savvy: Keen to embrace new technology with an agile mindset.
• Hands-On: Willing to take ownership and get involved in the details.

If this sounds like you, please apply!

Regretfully, we are not able to sponsor applicants for immigration purposes at the current time.

A little bit more about us! 

ClearBank is Where You Can belong: 

At ClearBank we think about Diversity, Equity and Inclusion (DE&I) a lot. Not because we think we should. But because we know we should – how else can we build a happy workforce and be successful as a business. We’re committed to making sure our teams reflect society. And we put energy and effort into making this a place where everyone feels at home, where they’re given the trust and encouragement to do their very best work. Here are some of the things we’re most proud of: 

• 42% of our senior management roles are held by women 
• Our enhanced family leave policies
• Launching our partnership with Code First Girls 
• Increasing awareness of neurodiversity in the workplace through our partnership with the Inclusive Group 
• Our hiring process and what you can expect:
• 42% of our senior management roles are held by women 
• Our enhanced family leave policies
• Launching our partnership with Code First Girls 
• Increasing awareness of neurodiversity in the workplace through our partnership with the Inclusive Group 
• Our hiring process and what you can expect:

Application: a member of our talent acquisition team will review your application against the key requirements for the role and let you know within two weeks whether you’re moving forward to the next stage; 

Screening: You’ll spend 30-45 minutes speaking to one of our recruiters learning more about the role and ClearBank, and we’ll get it know more about you, your experience and how your skills align with the role (this will be via phone or Teams video call). You can expect to hear back from us within seven days following this meeting (if things are taking longer than expected, we’ll let you know that too); 

First Interview: You’ll spend one hour with a member of our hiring team focusing on your skills, competencies and your ways of working at the same time we’ll give you time to ask more questions about the role, the team and learn more about the ClearBank culture. This will be via Teams.  

Second Interview: This will be a competency-based interview with one or more members of our team.

Final Stage: You will have a final meeting with the Head of Department. This will be around 45-60 minutes.  

Offer: Congratulations! Get ready to transform banking forever! 

Our commitment to you as a candidate: 

We will always try our best to get back to you within seven days of your interview whether you’ve been successful or not and provide you with feedback. Sometimes things take a little longer, so we may not have a decision to share but we will get it touch to let you know we need a little more time.  

We’re unable to provide specific individual feedback at the application or screening stage but know that your application was reviewed and considered carefully.  

We wish you the best of luck with your application and maybe we’ll be celebrating your new role at ClearBank soon!  

Equal Opportunities

ClearBank is committed to ensuring equal opportunities throughout every stage of the recruitment process. ClearBank recognises that diversity is vital to the long-term success of the business in the communities and markets in which it operates. ClearBank is also a firm believer that an inclusive culture fosters greater employee engagement and collaboration. 

ClearBank strives for diversity and inclusion of all forms, including (but not limited to): gender, age, educational and professional background, disability, gender reassignment, marital or civil partner status, pregnancy or maternity, race, colour, nationality, ethnic or national origin, religion or belief and sexual orientation. 

As part of the Company’s commitment to equal employment opportunity, we provide reasonable adjustments, to candidates during the recruitment process, including to individuals with disabilities. We want to create a safe space that welcomes everyone so please let us know how we can accommodate you. In case you have any accessibility requirements you can share that with our Talent Acquisition team prior to your interview stage, if applicable. 

The Legal Bit

By submitting your CV to ClearBank Limited you are providing your consent for us to use the information you provide for recruitment purposes. For more information on how we manage your data go and check out our Candidate Privacy Notice on the ClearBank website to see how we process, manage and look after your data. You are also allowing us to communicate with you by email and telephone for recruitment purposes.