Revenue Operations Associate

Reports to: VP of Repeat Business

About the role:

Working in a multi faceted role within the global front office team focusing on the Client Portfolio Management [CPM] side of the business. This is a unique opportunity for someone to make their mark in a fast growing and high performing business. 

Owner of CPM Efficiency; responsible for front-to-back problem mapping and owning the delivery of improvements related to dealing processes, routines, and policies.

• Processes (with various back office departments)
• Optimise Routines (ensure routines such as pipeline reviews are scheduled and taking place, as well as actions logged and followed up)
• Policies & SOPs are up to date 
• KPI tracking (increase visibility and issue resolution)

Portfolio Segmentation

• Revamp how we allocate clients to the portfolio management team 
• Revamp framework on client engagement expectation in line with client segment  

Raising the bar on overwatch performance. ‘Overwatch’ is a KPI measuring client churn and the success of our upsell efforts.

• In depth analysis and feedback to Heads of CPM, Country Managers and CPMs. Highlight where we are performing well and/or badly. 
• Act as an overwatch champion, providing consistent performance updates to CPMs

Commercial AI adoption and transformation to help manage a large global Client Portfolio Management team (160 people) at scale

• Training routines 
• Analysis from client calls to show where we are/aren’t cross selling products 
• Client account planning
• Pipeline reviews  

Head of CPM performance monitoring

• Tracking and showing performance vs metrics
• Supporting problematic areas

Experience & Competencies:

• Open to exceptional graduates with a first-class degree in a technical discipline at a highly regarded university
• Preferred 3+ yrs professional experience within financial services
• Working knowledge of SQL 
• A background working closely with sales and account management teams
• A track record of strong academic or professional achievement
• Self starting & proactive
• Very strong analytical skills
• A great communicator 

Why Ebury?

• Competitive Starting Salary with an annual discretionary bonus that truly rewards your performance from day one.
• Dedicated Mentorship: Learn directly from experienced managers who are invested in your success.
• Cutting-Edge Technology: Leverage state-of-the-art tailor made tools and systems that enable you to perform at your best.
• Clear, Accelerated Career Progression: Defined pathways to leadership and specialist roles within Ebury.
• Dynamic & Supportive Culture: Work in a collaborative environment where teamwork and personal growth are prioritized.
• Generous Benefits Package: Access competitive benefits tailored to your location, which typically include health care and social benefits.
• Central Office: A fantastic location with excellent transport links.