Operations Manager

New Yesterday

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 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 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 datadriven
insights.
Exceptional communication and interpersonal skills; confident delivering
training and engaging stakeholders.
Experience with procurement, legal documentation, budgeting, and event
logistics .
Salary £50,000- £60,000.
This is a hybrid role 3 days in the office, 2 days from home.
Apply
Location:
London
Job Type:
FullTime
Category:
Manager, Operations Manager, Management, Operations

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