Revenue Operations Associate – B2B SaaS Fintech

Landytech

. Connect marketing, partnerships and sales around shared data, processes and goals .

Posted 11/7/2026full-timeLondon • United KingdomMid-Level💰 £40,000 - £60,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in revenue operations, including CRM administration, process design, and AI integration within go-to-market strategies. Proven ability to analyze data, align cross-functional teams, and drive measurable improvements in productivity and revenue performance.

Highest-signal resume keywords

Revenue Operations ExperienceCRM Administration (HubSpot)Strong Analytical SkillsGenerative AI Tools ProficiencyProcess Design Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Funnel MetricsForecasting ModelsSQLSpreadsheet ModellingAutomation ToolsData GovernanceLead-to-Revenue ProcessesAI Workflow BuildingData Privacy AwarenessBasic Scripting (Python)

Soft Skills

Clear CommunicationSelf-StartingOrganisedDetail-OrientedAbility to Teach

Tools & Technologies

CRM ToolsMarketing Automation ToolsSales Engagement ToolsBI ToolsAI Tools (Claude, ChatGPT, Copilot)

Industry Keywords

B2B SaaSFintechWealth ManagementRevenue IntelligenceConversation IntelligenceCPQ Tools

Tech Stack

Tools & technologies

PythonSQL

About the role

Key responsibilities & impact

Connect marketing, partnerships and sales around shared data, processes and goals
Serve as the operational engine behind Landytech’s go-to-market activities
Partner daily with leaders across marketing, sales, partnerships and customer-facing teams
Report to the Chief Revenue Officer
Design and maintain lead-to-revenue processes, including lead routing, scoring, handoffs, pipeline stages and deal desk rules
Align teams on shared definitions, funnel metrics and service-level agreements
Report on territory, quota and compensation plan administration with Finance
Administer and optimise the GTM technology stack, including CRM, marketing automation, sales engagement, enrichment and BI tools
Maintain CRM data governance and data hygiene standards
Evaluate, procure, integrate and retire GTM tools
Build dashboards and reporting for pipeline, conversion, retention and revenue performance
Lead forecasting cadence and pipeline reviews with the CRO and GTM leaders
Turn analysis into recommendations on where to invest, fix or stop
Identify and prioritise AI use cases across the revenue lifecycle and run pilots from idea to adoption
Build and document AI-assisted workflows for lead research, call summaries, forecasting support and automated data enrichment
Train and coach GTM teams to use AI tools and measure impact on productivity and revenue
Partner with IT, Security and Legal on data privacy and AI governance
Within the first 90 days, audit the GTM stack, data quality and funnel definitions, agree shared metrics and deliver a prioritised operational and AI roadmap
By month 6, deliver a trusted pipeline and forecast dashboard, standardise lead-to-close handoffs and launch at least two AI pilots
By month 12, run a predictable forecasting rhythm, scale proven AI workflows and demonstrate measurable gains in productivity, conversion or cycle time

Requirements

What you’ll need

3+ years' experience in revenue operations, sales operations or marketing operations at a B2B SaaS, technology or financial technology company
Hands-on CRM administration (HubSpot), plus experience with marketing automation and sales engagement tools
Strong analytical skills, including funnel metrics, forecasting models, BI tools and SQL or spreadsheet modelling
Proven ability to work across marketing, sales and partnerships and align teams around shared processes and numbers
Process design skills
Clear communication with senior leaders, able to explain numbers and recommendations in plain language
Self-starting, organised and detail-oriented approach
Practical fluency with generative AI tools such as Claude, ChatGPT and Copilot, including effective prompt writing and repeatable workflow building
Experience applying AI within go-to-market work, including CRM and sales-stack AI features, automated enrichment, lead and account research, call analysis or forecasting support
Working knowledge of automation and integration tools
Test-and-measure mindset with ability to scope pilots, define success metrics and decide whether to scale, adjust or stop
Awareness of AI risks, including data privacy, accuracy and bias, and judgement about when to keep a human in the loop
Ability to teach, document and drive adoption of change
Experience in fintech, wealth management or other data-heavy B2B software is advantageous
Partner or channel operations experience is advantageous
Familiarity with revenue intelligence, conversation intelligence or CPQ tools is advantageous
Basic scripting (Python or similar) is advantageous
Prior experience launching an AI or automation programme within a GTM team is advantageous

Benefits

Comp & perks

An opportunity to join a fast-growing fintech transforming investment data and reporting
Hybrid working
Competitive base salary, commission & stock options package
Private medical insurance with Bupa for you and your family members
Pension Plan with NEST
Cycle to Work Scheme and gym allowance
Office food & drinks
Regular company socials