Job Description
Role: Business Operations Manager
Location: Warwick
Salary: £35,000 per annum + Benefits & 2 days WFH
Position Summary:
We are seeking a proactive, detail-oriented, and communicative professional to join our clients Sales & Marketing team as a Business Operations Manager. This is a dynamic role that involves supporting distributor onboarding, conducting scheme reviews, data analysis, and resolving queries. The position requires the ability to work cross-functionally with various teams and manage multiple tasks, ensuring operational excellence and the continued success and growth of our business.
Key Duties & Responsibilities:
Distributor Changes & Onboarding Support:
• Collect and submit distributor information to the Compliance Department to meet regulatory and financial criteria.
• Ensure completion of onboarding checklists ahead of scheme launches, working across departments.
• Assist in sign-off processes for scheme launches by reviewing ‘derivative price breakdown reports’ to verify commercial and policy accuracy.
• Collaborate with the Marketing Department to ensure POS materials meet specifications and are accurate.
Management of Scheme Reviews:
• Plan, track, and manage Scheme Reviews via our CRM platform, Monday.com.
• Prepare and present comprehensive, visually appealing Scheme Review packs, using Power BI reporting, and collaborate with analysts to resolve discrepancies.
• Track actions agreed during Scheme Reviews, ensuring commitments are met before the next meeting.
Sales Forecasting & Data Analysis:
• Provide senior clients with timely and accurate reporting.
• Conduct data analysis using Synergy or Power BI to deliver insights on sales forecasting, performance benchmarking, and trends.
Query Resolution:
• Work cross-functionally to resolve dealer queries escalated by senior client management.
• Maintain proficiency in key systems (Synergy, MVC) and stay informed of products and routes to market.
Project Support & Process Optimisation:
• Assist with projects arising from regulatory, product, or strategic changes.
• Contribute to departmental improvements, including CRM enhancements and operational process optimisations.
Other Responsibilities:
• Stay informed on industry trends, regulatory updates, and distributor relationships.
• Foster strong cross-departmental relationships.
• Adhere to policies and procedures, ensuring full compliance and confidentiality.
• Ensure compliance with FCA conduct rules, maintaining integrity, due care, and fair treatment of customers.
Key Skills & Competencies:
• Strong written and verbal skills to liaise with internal teams and clients.
• High accuracy in managing reports, data, and documentation.
• Ability to anticipate issues and resolve them efficiently.
• Ability to interpret data and deliver insightful reports.
• Strong ability to work effectively with multiple stakeholders across departments.
Qualifications & Experience:
• Previous experience in a business operations, project management, or insurance-related role is desirable.
• Proficiency in CRM systems (Monday.com), data reporting (Power BI, Synergy), and basic knowledge of the automotive and insurance sectors is a plus.
• Strong organisational and time management skills.
Why Join Our Client?
You’ll be joining a forward-thinking and collaborative team within a growing business. As part of our partnership, you’ll have opportunities to work on a wide range of projects, gain exposure to new industry trends, and contribute to the company’s strategic growth.
If you’re a proactive and detail-driven professional looking to make an impact in a dynamic, fast-paced environment, we’d love to hear from you.
Location: Warwick
Salary: £35,000 per annum + Benefits & 2 days WFH
Position Summary:
We are seeking a proactive, detail-oriented, and communicative professional to join our clients Sales & Marketing team as a Business Operations Manager. This is a dynamic role that involves supporting distributor onboarding, conducting scheme reviews, data analysis, and resolving queries. The position requires the ability to work cross-functionally with various teams and manage multiple tasks, ensuring operational excellence and the continued success and growth of our business.
Key Duties & Responsibilities:
Distributor Changes & Onboarding Support:
• Collect and submit distributor information to the Compliance Department to meet regulatory and financial criteria.
• Ensure completion of onboarding checklists ahead of scheme launches, working across departments.
• Assist in sign-off processes for scheme launches by reviewing ‘derivative price breakdown reports’ to verify commercial and policy accuracy.
• Collaborate with the Marketing Department to ensure POS materials meet specifications and are accurate.
Management of Scheme Reviews:
• Plan, track, and manage Scheme Reviews via our CRM platform, Monday.com.
• Prepare and present comprehensive, visually appealing Scheme Review packs, using Power BI reporting, and collaborate with analysts to resolve discrepancies.
• Track actions agreed during Scheme Reviews, ensuring commitments are met before the next meeting.
Sales Forecasting & Data Analysis:
• Provide senior clients with timely and accurate reporting.
• Conduct data analysis using Synergy or Power BI to deliver insights on sales forecasting, performance benchmarking, and trends.
Query Resolution:
• Work cross-functionally to resolve dealer queries escalated by senior client management.
• Maintain proficiency in key systems (Synergy, MVC) and stay informed of products and routes to market.
Project Support & Process Optimisation:
• Assist with projects arising from regulatory, product, or strategic changes.
• Contribute to departmental improvements, including CRM enhancements and operational process optimisations.
Other Responsibilities:
• Stay informed on industry trends, regulatory updates, and distributor relationships.
• Foster strong cross-departmental relationships.
• Adhere to policies and procedures, ensuring full compliance and confidentiality.
• Ensure compliance with FCA conduct rules, maintaining integrity, due care, and fair treatment of customers.
Key Skills & Competencies:
• Strong written and verbal skills to liaise with internal teams and clients.
• High accuracy in managing reports, data, and documentation.
• Ability to anticipate issues and resolve them efficiently.
• Ability to interpret data and deliver insightful reports.
• Strong ability to work effectively with multiple stakeholders across departments.
Qualifications & Experience:
• Previous experience in a business operations, project management, or insurance-related role is desirable.
• Proficiency in CRM systems (Monday.com), data reporting (Power BI, Synergy), and basic knowledge of the automotive and insurance sectors is a plus.
• Strong organisational and time management skills.
Why Join Our Client?
You’ll be joining a forward-thinking and collaborative team within a growing business. As part of our partnership, you’ll have opportunities to work on a wide range of projects, gain exposure to new industry trends, and contribute to the company’s strategic growth.
If you’re a proactive and detail-driven professional looking to make an impact in a dynamic, fast-paced environment, we’d love to hear from you.
💡 Quick Summary
Seeking a career-building opportunity? The Business Operations Manager position is now open for candidates interested in the Operations Executive Jobs sector. This role in Birmingham offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.