Sales CRM Consultant

The property business are looking for experienced Sales Operations Consultant to assess our current sales function (across private office and ancillary products), identify areas for improvement, and provide strategic recommendations. The goal is to refine processes, enhance sales enablement, and align sales efforts with our broader business objectives. This is an interim role

Client Details

Property business in London who are looking for an interim Sales Operations Consultant to join on a rolling temp contract

Description

Scope of Work:

1. Sales Process Review: Analyse the existing sales process from lead generation to deal closure, identifying inefficiencies and areas for optimisation.
2. CRM & Technology Audit: Assess our use of CRM and sales tools, ensuring they are optimally configured and leveraged to support sales performance.
3. Data & Reporting: Evaluate how sales data is captured, reported, and utilised to inform decision-making. Recommend improvements for better insights and forecasting.
4. Team Structure & Performance: Assess the structure, roles, and effectiveness of our sales team, including KPIs, incentives, and training needs.
5. Lead Generation & Conversion: Analyse the effectiveness of current lead generation strategies and conversion tactics, suggesting enhancements.
6. Collaboration with Marketing: Review the alignment between sales and marketing functions to ensure seamless lead handover and consistent messaging.
7. Competitor Benchmarking: Provide insights into how our sales function compares with competitors in the flexible office space sector.

Profile

Consultant Requirements:

• Proven experience in sales operations within a B2B environment, ideally within property, workspace, or related sectors.
• Strong analytical and problem-solving skills.
• Expertise in CRM systems and sales enablement tools.
• Ability to work collaboratively with sales, marketing, and leadership teams.
• A strategic mindset with a hands-on approach to process improvement

Job Offer

Deliverables:

• A detailed report with findings, insights, and recommendations.
• A roadmap for implementing improvements, prioritised by impact and feasibility.
• A workshop or presentation to key stakeholders summarising the key takeaways and next steps.

Day rate opportunity

ASAP start

3 days a week in London

Reporting into the Chief Revenue Officer