Job description
Are you someone who instinctively sees where a sales organisation could be sharper, more disciplined and more effective?
This is a high-impact, independent role focused on defining and elevating institutional sales standards. Reporting to the Head of Strategy & Execution — with direct Board exposure — you’ll set the benchmark for what “great” looks like and ensure it’s consistently delivered across the organisation.
What you’ll be doing:
- Defining and maintaining best-in-class institutional sales standards
- Auditing sales processes, client interactions and pipeline management
- Assessing CRM adoption and usage quality (Salesforce, HubSpot or similar)
- Benchmarking against industry best practice across B2B / institutional sales
- Identifying performance gaps and process inefficiencies
- Delivering data-driven insights and actionable recommendations to leadership
- Driving measurable improvements in sales execution and effectiveness
- This role isn’t about producing reports — it’s about raising standards and creating tangible impact.
- 7+ years’ experience in sales operations, enablement, management or sales consulting within financial services
- Strong understanding of B2B / institutional sales cycles
- Proven experience improving or implementing scalable sales frameworks
- Advanced CRM expertise (Salesforce, HubSpot or similar)
- Data-driven, commercially pragmatic mindset
- Confidence delivering candid feedback at senior level
- Genuine interest in AI and modern sales technology
If you’d be open to a confidential conversation, reach out to us.
Extra information
- Status
- Open
- Education Level
- Secondary School
- Location
- Greater London
- Type of Contract
- Full-time jobs
- Published at
- 14-03-2026
- Profession type
- Accountancy
- Full UK/EU driving license preferred
- No
- Car Preferred
- No
- Must be eligible to work in the EU
- No
- Cover Letter Required
- No
- Languages
- English
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