Operations and Systems Manager

As the Operations and Systems Manager, you will play a pivotal role in supporting the team in delivering excellent quality and service levels for our clients. With wide-ranging responsibility for a number of operational tasks and systems, this role represents an excellent opportunity to develop new skills in a number of areas. Answering directly to the directors, the role includes managing internal systems, customer-facing systems, supporting staff and clients, training, and general business administration.

The successful candidate will be involved in our IT and systems management, privacy, supporting sales bids, and alongside this, supporting our client management and execution teams. There are currently two remote team members over which this role also has responsibility.

This is an exciting opportunity to develop and learn new skills and to create and make a role your own.

Key Responsibilities

• Managing/overseeing the screening of Salesforce CRM data against the CTPS on a monthly and TPS on a quarterly basis.
• Managing and allocating to your team, prospect list generation using our third-party data providers, AI tools, etc.
• Cleansing, deduping, and uploading prospect data into Salesforce CRM.
• Onboarding new Staff, through the introduction to and training on internal systems and tools, including Google Workspace, Salesforce CRM, Ringover telephony, and LinkedIn Sales Navigator.
• Maintaining the Asset Register with the allocation and status of all computer equipment.
• IT and hardware stock management and placing orders with third-party suppliers as necessary.
• Development of process documents and videos to assist staff and client onboarding and ongoing training.
• Oversee and manage our internal Salesforce CRM, including data management, template creation, cadence development, user support, and report generation.
• Management of Excelerate360 outbound Lead Generation email campaigns.
• Provision of encrypted prospect lists to Account Managers and clients.
• Onboarding new team members, working with managers to ensure completion of mandatory training like Hiscox Cyber Security Training.
• Registering and packaging computer equipment for shipment to new employees, cleansing data, cleaning, and registering computer equipment returned from employees.
• Management of Manual Research projects, from brief development, monitoring team output, to data delivery with analysis to Account Managers and Clients.
• Managing a team to deliver accurate recording of daily, weekly, and monthly BDE activity statistics for internal and external reporting.
• Issuing and monitoring client completion of privacy agreements, supporting with GDPR and other privacy legislation. Understand and adhere to GDPR best practices.

Requirements

• A high degree of accuracy and attention to detail.
• Creativity and initiative.
• Good written and spoken English Language skills.
• Training on all outlined systems and tools will be provided.
• Degree preferred but not required.
• 21 Annual leave days in year 1, rising to 25 days (plus bank holidays).
• External training allowance (monthly).
• Ongoing expert training and support.
• Opportunity for advancement.
• Employee Assistance Programme (Mental Health wellbeing).
• Daily team meetings.
• Company Sick Pay.
• Great fun, team environment.
• Hybrid working - Tuesday and Thursday in the Hitchin Office.