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Salesforce Operations Lead

London, England, GB

Company: WeGift

Category: Management Occupations

Published on 2022-05-11 23:52

About WeGift

Now more than ever, people want every experience to be instant and on-demand. And when it comes to getting paid, people want their cash yesterday. But every year organizations waste time, money and energy sending more than $20 trillion in pay-outs to individuals using cash, checks, credit, debit, prepaid and gift cards! Held back by the legacy banking systems, crushed by the costs and complexity of credit cards there is this monster industry still lingering in the digital dark ages.

At WeGift we’re changing all that. We’ve built our own proprietary payment rails that enables any organisation to send money to any individual, anywhere, instantly. No bank account required. No insane interchange fees. We even get up to 20% in commissions from retailers for driving sales which we pass onto our customers. It’s discounted money! We’re throwing away the old model, and transforming how we move and use money forever.

We want amazing people like you to join us and be part of that journey. This is a hybrid role, with the expectation to be in our central London office once a week!

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

You can read more about our team here:

Role Description

  • Supporting the sales team using salesforce to build insights and process for more efficiency
  • Partner with Marketing Ops to refine lead qualification process, analyse and report on campaign performance with reporting and dashboards
  • Creating content for leadership reporting
  • Track and analyse key metrics including pipeline growth, win/loss rates, and funnel metrics
  • Maintain and improve customer segmentation and vertical and use-case definitions
  • Develop regular check-ins with the Sales team to work through opportunity pipelines and identify ways to successfully close/win deals
  • Develop process for contracting and maintain executed agreements


What Excites You

  • Full ownership & visibility into the pipeline for all new business at WeGift
  • Freedom to explore new processes and technology directly connected to revenue growth
  • Confident in being the voice of the sales team throughout the organisation
  • Championing our new operations function, structured to dramatically enhance the entire GTM team

What Excites Us

  • Ideally, 4 years commercial experience within a tech-focused B2B business familiar with HubSpot, Outreach and Planhat
  • A Salesforce admin super user, with the ability to create reports & dashboards
  • Excellent stakeholder management capabilities, & strong communication skills across the board
  • An independent worker, whose had exposure across the full sales lifecycle
  • Solid understanding of what it means to work within a scale-up/fintech environment


  • Private Medical Health Insurance with Bupa.
  • A minimum of 25 days holiday + bank holidays
  • All permanent employees receive an extra day off a month to help boost their well-being when they need it.
  • Participation in the Employee Options pool giving you ownership in WeGift and participation in the upside.
  • Pension scheme (3% contribution)
  • For the time being we are a remote-first company, however, we will be moving to a more hybrid structure to allow flexibility between home and office based working. You will therefore be expected to be in our London office (145 City Road, nr Old Street) a set number of days a month, agreed by your manager.
  • Generous maternity and paternity packages to make sure you get to spend time with your new bundle of joy.
  • £1,000 annual L&D allowance to invest in mastering your craft, including accredited studies.
  • Cycle to work scheme - save some £££ on buying a bike.
  • Regular virtual team socials.
  • Workplace Nursery benefit, where WeGift makes a contribution to your child's nursery for equipment, training, redecoration or anything else
  • WeRecognise, where we shine the spotlight on exceptional employees every quarter who in turn get a £200 award in the eGift card of their choice.
  • Staff perks with WeGift brands - discounts of up to 12% on coffee, weekly groceries, holidays, the list is endless.
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