Operations Manager

A leading international boutique professional services firm 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.

As the BD Operations Manager, you will take day to day ownership of their Salesforce platform, oversee end-to-end client engagement processes, and drive internal efficiency initiatives. You will work closely with the Operations Director and support their CEO on business-critical projects that align with their strategic growth objectives.

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 fee 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 data driven

insights.

• Exceptional communication and interpersonal skills; confident delivering

training and engaging stakeholders.

• Experience with procurement, legal documentation, budgeting, and event

logistics preferred.

Salary up to £60,000.

This is a hybrid role 3 days in the office, 2 days from home.