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. 
What we’re looking for: 
  • 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 enjoy operating independently, influencing senior stakeholders and seeing real change as a result of your work — this could be a genuinely compelling move.
 
If you’d be open to a confidential conversation, reach out to us.