Sales Operations And Proposal Specialist

Sales Operations And Proposal Specialist (London)

Finova is the UK's largest financial services technology provider, supporting one in every five mortgages nationwide. Our agile, cloud-native solutions enable over 60 banks, building societies, specialist lenders, equity release providers and a network of 2,400+ brokers to stay ahead in a competitive market.

Built on open architecture and backed by deep industry expertise, our platform is designed to scale. Each year, we process over £50 billion in loans, manage nearly £50 billion in savings and support the digital servicing of more than 650,000 UK borrower accounts. Be part of a team that's driving innovation, enabling growth and shaping the future of UK lending.

About the Role:

We are seeking a detail-oriented Sales Operations and Proposal Specialist to serve as a critical bridge between our sales team and operational excellence. This hybrid role combines sales operations management with proposal development expertise, requiring someone who can both optimise our CRM systems and craft compelling responses to complex RFPs and RFIs.

What Will You Be Doing?

CRM Management & Sales Operations

• Maintain and optimise CRM (Hubspot) database integrity, ensuring accurate and up-to-date customer information.
• Generate sales reports, dashboards and analytics to support decision-making.
• Monitor sales pipeline and forecast accuracy, identifying trends and opportunities.
• Develop and document sales processes and best practices.
• Train sales team members on CRM functionality and proper data entry protocols.
• Coordinate with cross-functional teams to streamline sales workflows.

Proposal Development & RFP/RFI Management

• Orchestrate the end-to-end RFP/RFI response process, from intake to final submission.
• Collaborate with sales, technical and subject matter experts to gather proposal content.
• Write, edit and format compelling proposal narratives that address client requirements.
• Maintain a centralised content library of proposal boilerplate, case studies and responses.
• Ensure all proposals meet compliance requirements and submission deadlines.
• Track proposal metrics including win/loss rates and identify improvement opportunities.
• Develop templates and standardized processes to improve proposal efficiency.

About You:

• Sales Operations & CRM Expertise: 3–5 years of experience managing sales operations and proposals with advanced proficiency in HubSpot (or similar CRM platforms), ensuring 100% data integrity and actionable analytics.
• Proposal & RFP/RFI Management: Proven success leading end-to-end RFP/RFI responses using proposal automation tools or RFP software, consistently meeting compliance standards and improving win rates. Highly proficient in creating PowerPoint and visual presentations.
• Analytical & Data-Driven Insight: Strong data analysis and visualisation skills, leveraging Excel and other tools to translate complex sales metrics into clear, strategic recommendations.
• Communication & Collaboration: Exceptional written and verbal communication, enabling persuasive proposal content and seamless cross-department coordination in fast-paced B2B environments.
• Project & Time Management: Demonstrated ability to prioritise and manage multiple deadlines simultaneously, delivering high-quality documents and sales enablement materials on schedule.
• Technical Agility & Continuous Learning: Comfortable adopting new software platforms and sales enablement tools, quickly mastering emerging technologies to enhance workflow efficiency.

What We Offer:

• Holiday: 25 days holiday plus bank holidays, bank holiday trading and holiday purchase options, the opportunity to work from anywhere in the world for up to 4 weeks per year.
• Looking After You: Life Assurance, Group Income Protection, Private Medical Insurance, a pension scheme via Salary Exchange, an Employee Assistance Programme, and access to a Virtual GP.
• Family-Friendly Policies: Enhanced maternity and paternity pay, as well as paid time off for fertility treatments and pregnancy loss.
• Extra Perks: Cycle to Work Scheme, discounts on shops, restaurants, and gym memberships, free fresh fruit daily, and opportunities to join colleague networks and social groups.
• Giving Back: One paid volunteering day annually and the Give-As-You-Earn scheme to support your favourite charities.

Equal Opportunity Statement

We value diversity and are committed to creating an inclusive environment for all employees. If you're passionate about this role but don't meet all the criteria, please reach out—we'd love to discuss how your skills and experiences align with our needs.