London / Hybrid
Penfold
We’re on a mission to help everyone save enough to be comfortable later in life — by making pensions accessible, engaging, and easy to understand.
There’s over £1 trillion sitting in UK pensions, yet the industry is dominated by traditional providers with outdated products and poor customer experiences. Penfold is changing that. We’ve built a modern, tech-driven pension platform that puts customers first.
We’re a focused team of ~50, based primarily across London and Tallinn, backed by leading FinTech investors. We manage £1bn+ in pension assets for over 100,000 savers and thousands of businesses, and we’re growing fast.
As we scale our go-to-market engine, we’re looking for a Sales Operations professional to help us build a world-class, data-driven sales function that can grow efficiently and predictably.
The Role**
As Sales Operations, you’ll be the operational backbone of our sales team. Your job is to make selling at Penfold simpler, faster, and more effective.
You’ll own our sales systems (especially HubSpot), keep data clean and reliable, enable the team with the right tools and collateral, and turn strategy into execution alongside Sales, Marketing, and Leadership.
This is a hands-on role for someone who loves structure, process, and data — and who gets real satisfaction from enabling others to perform at their best.
Own & optimise HubSpot
Day-to-day ownership of HubSpot for Sales
Build and maintain pipelines, deal stages, workflows, automations, and dashboards
Ensure excellent CRM hygiene, reporting, and forecasting
Improve lead routing, handoffs (SDR → AE), and lifecycle tracking
Troubleshoot issues and continuously improve how the team uses the CRM
Create, organise, and maintain sales collateral (decks, one-pagers, case studies, email templates)
Ensure reps always have the right materials at the right time
Support onboarding and ongoing enablement for SDRs and AEs
Document sales processes so they’re easy to follow and scale
Own lead and account data quality across the funnel
Implement and manage enrichment tools (e.g. Cognism, Apollo, ZoomInfo)
Improve ICP targeting and segmentation
Monitor funnel health and surface insights on conversion, drop-off, and velocity
Evaluate, select, and implement new sales tools
Ensure tools are well-integrated and actually used
Retire tools that don’t deliver ROI
Be the internal expert on how our sales stack works
Build dashboards and reports for leadership (pipeline, performance, forecasting)
Help answer questions like:
Where are deals getting stuck?
Which segments convert best?
What’s limiting our ability to scale?
Partner with leadership on planning, forecasting, and goal-setting
You’re analytical, organised, and proactive. You enjoy working behind the scenes to enable high-performing sales teams, and you’re comfortable switching between systems, data, and people. You take pride in building processes that actually get used.
Proven experience in Sales Ops, RevOps, or a similar role
Strong hands-on HubSpot experience (essential)
Experience supporting B2B sales teams (SDR + AE motion)
Strong analytical skills and comfort with funnel and revenue data
Ability to move fast without losing attention to detail
Experience in SaaS, FinTech, HR tech, or another B2B subscription business
Experience implementing or managing sales tools
Experience in a scale-up or high-growth startup
Competitive salary (regularly reviewed for fairness and progression)
Meaningful share options
10% employer pension contribution (no matching required)
Private medical insurance via Vitality
Unlimited holiday
Great London office at The Ministry (run by Ministry of Sound)
Free company lunch every week
Top-tier MacBook + WFH equipment
Cycle to Work scheme
Learning & development budget
Quarterly company socials and regular team meetups
We’re deeply committed to building a diverse and inclusive team and creating a hiring process where everyone has the best chance to shine. If you need any reasonable adjustments, just let us know.
--- Seniority level: Mid-Senior level Employment type: Full-time Job function: Sales Industries: Pension Funds
Opens the original job posting on penfold.com
Penfold provides workplace pension auto-enrolment solutions for UK businesses. The platform helps companies comply with pension regulations while offering employees financial wellness benefits. Their target market is small to medium-sized businesses seeking streamlined pension administration.
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