The Role
Lead and build a centralised Sales Operations function for Retail Finance & Payments: define vision, optimise end-to-end commercial workflows, own CRM and integrations, deliver automation and data governance, produce executive dashboards, remove cross-functional friction, and grow a small Sales Ops team to improve merchant onboarding, conversion, velocity and reporting.
Summary Generated by Built In
Our Story
Hello there. We’re Zopa.
We started our journey back in 2005, building the first ever peer-to-peer lending company. Fast forward to 2020 and we launched Zopa Bank. A bank that listens to what our customers don’t like about finance and does the opposite. We’re redefining what it feels like to work in finance. Our vision for a new era of banking puts people front and centre — we’ve built a business that empowers everyone to aim high, every day, to move finance forward. Find out more about our fantastic offerings at Zopa.com!
We’re incredibly proud of our achievements and none of it would be possible without the amazing team here. It’s not just industry awards we’re winning, we’ve also been named in the top three UK’s Most Loved Workplaces.
If you embrace unconventional challenges, are unafraid to think differently and are driven to make an outsized impact, you’ll thrive here at Zopa, so join us, and make it count. Want to see us in action? Follow us on Instagram @zopalife
Zopa is scaling its B2B Lending and Payments propositions. We’re bringing together two high-performing commercial teams with different sales motions and technology stacks, and we’re building a strengthened, centralised Sales Operations function to help both teams scale efficiently while delivering an outstanding merchant experience.
This is a newly shaped role and a rare opportunity to define how Sales Operations works across Zopa’s Retail Finance & Payments business. As Head of Sales Operations, you’ll build the operational engine that underpins our commercial organisation — ensuring sales teams are enabled through clear processes, trusted data, effective tool configuration and integrations, scalable automation, and insight-driven decision-making.
You’ll partner closely with commercial leadership and cross-functional stakeholders across Sales, Marketing, Product, Engineering, Compliance, Finance and Operations. Your focus will be on removing friction, creating consistency where it adds value, strengthening system connectivity, and ensuring our tooling evolves alongside product capabilities and integration requirements, enabling different sales motions to thrive.
A day in the life:
- Set the vision for Sales Operations across Zopa’s Retail Finance & Payments business, creating consistent ways of working that still support different sales motions.
- Lead and grow a small Sales Ops team, embedding strong operating rhythms and a continuous improvement mindset.
- Own and optimise end-to-end commercial workflows from lead sourcing and multi-channel outreach (including AI/intent tooling) through to contract, onboarding, integration and live merchants.
- Remove friction and bottlenecks across Sales, Marketing, Product, Engineering, Compliance, Finance and Operations to reduce time-to-live and improve the merchant experience.
- Own and evolve the sales technology stack (starting with our CRM landscape), including configuration, integrations, automation, lead routing, data quality and governance.
- Build executive-level dashboards and reporting across pipeline health, forecasting, funnel performance, onboarding progress and commercial ROI — turning CRM data into actionable insights.
- Coach teams on best practice and drive strong adoption of tools and processes as we scale.
About you:
- Strong background in Sales Ops / Rev Ops / commercial process design within fintech, payments, SaaS or a similarly regulated environment (or a GTM agency background with comparable complexity).
- Hands-on experience with CRM platforms (e.g., HubSpot and/or Salesforce), including integrations, automation, and data structures.
- Proven track record improving B2B or merchant-led sales and onboarding workflows (e.g., conversion, velocity, time-to-live, quality).
- Analytical and structured, comfortable using data to diagnose issues and influence decisions at team and leadership level.
- Confident operating in fast-changing environments, building scalable foundations where processes are still evolving.
- Strong stakeholder management across commercial and technical teams; able to align priorities and get things shipped.
- Experience leading small teams and/or delivering through others.
- Bonus: familiarity with AI sales tooling and/or some code-level competency; experience partnering closely with risk, compliance, onboarding or ops.
#LI-LK1
At Zopa we value flexible ways of working.
We value face-to-face collaboration and a good work-life balance. This hybrid role requires you to come to our Manchester office 2-3 days a week. (WeWork, Dalton Place, 29 John Dalton Street, M2 6WF) Please note this office is dog friendly so you might see some furry friends about!
You'll also have the option of working from abroad for up to 120 days a year!* But no matter where you are, we’ll make sure you’ve got everything you need to thrive, both in your work and home life, from day one.
*Subject to having the right to work in the country of choice
Diversity Statement
Zopa is proud to offer a workplace free from discrimination. Diversity of experience, perspectives, and backgrounds leads to better products for our customers and a unique company culture for our people. We are made up of nearly 50 nationalities, have a DE&I forum made up of Zopians wanting to make a difference and we are proud of our culture where everyone can bring their full self to work. Our approach to DE&I is reflected in our hiring process so please let us know if you require any reasonable adjustments.
Top Skills
Ai Sales Tooling
Ai/Intent Tooling
CRM
Hubspot
Salesforce
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The Company
What We Do
We’re Zopa, and we want to make money work better for you. Our diverse team is united in their mission of creating simple, fair and honest financial products that have the customer’s needs at their heart. We’re proud that this dedication is reflected in our excellent rating on TrustPilot. We’ve always been unapologetically honest with our customers, and value the same in return. Their feedback helps us shape what we build, so we can provide a bank fit for today, and for the future. We’re not the new kids on the block though - we’ve been a pioneering force in finance for 16 years. In 2005, we built the first ever peer-to-peer (P2P) lending company, giving our customers access to loans built for real-life and intelligent investments backed by cutting-edge tech. In 2020, we launched Zopa Bank, meaning we could offer more – like fixed term savings backed by FSCS protection and a credit card to help customers take control of their finances. We’ve lent out over £6 billion and are proud to have made money work better for over half a million people across the UK, whether they were looking to borrow or save.
