Revenue Operations Lead

CFC Underwriting Limited; Greater London; On-site; GBP 75,000 - GBP 90,000; Full time

Job summary

A leading insurance company in Greater London is seeking a Revenue Operations Lead to enhance performance across the sales funnel and improve CRM initiatives. The ideal candidate will have deep knowledge of the insurance market and strong analytical skills, enabling data-driven decision-making. Responsibilities include delivering actionable insights, optimizing processes, and supporting broker strategies. Join a dynamic team that values passion, challenge, and teamwork in a fun environment.

Qualifications

• Experience leading CRM initiatives and optimizing sales funnels.
• Deep knowledge of the insurance market and broker dynamics.
• Strong analytical capability to turn data into commercial insight.

Responsibilities

• Deliver high-quality data and MI for actionable insights.
• Act as a senior partner across departments.
• Lead the evolution of CRM and broker intelligence capabilities.
• Optimize the sales funnel using digital automation tools.
• Support broker strategy with CRM insights.
• Define success metrics and performance frameworks.

Skills

Analytical capability

Stakeholder management

CRM initiatives

Time management

Organizational skills

Job description

Revenue Operations Lead

Department: Revenue Operations

Employment Type: Permanent - Full Time

Location: UK - London

Description

The Revenue Operations function is responsible for driving effectiveness, efficiency, and sustainable growth across CFC by aligning all revenue‑generating activities, processes, and resources for our global broker partnerships.

As Deputy to the Head of Revenue Operations, you will play a central role in optimising every stage of the sales funnel—enhancing performance, streamlining sales technology, and enabling data‑driven decision‑making.

You will also help evolve our Management Information strategy and unlock the full value of our new Broker Relationship Management platform (CRM).

About the role

The Revenue Operations Lead will be responsible for strengthening CFC’s ability to make informed, forward-looking commercial decisions by improving reporting infrastructure, metrics, and analytical outputs. Other responsibilities will include but are not limited to:

• Deliver high‑quality data and MI that provide senior leaders with clear, actionable insight, strengthening commercial decision‑making.
• Act as a senior partner across underwriting, distribution, technology, marketing, finance, and compliance, representing the Head of Revenue Operations when needed.
• Lead the evolution of our CRM and broker intelligence capabilities, ensuring the platform aligns with broker needs, commercial priorities, and data opportunities.
• Optimise the sales funnel by implementing digital automation tools, refining processes, and driving measurable, efficient revenue workflows across all broker‑facing roles.
• Support broker strategy by using CRM insight and market intelligence to shape tiering, territory plans, value propositions, and budget allocation.
• Define and embed success metrics and performance frameworks that enable consistent, high‑quality commercial engagement.

About you

You’re an influential stakeholder partner with deep knowledge of the insurance market and broker dynamics. With strong analytical capability, you turn data into clear commercial insight and action.

Highly organised and detail‑driven, you excel at managing multiple priorities. As well as this you bring experience leading CRM initiatives and optimising the sales funnel, paired with clear communication, adaptability, and strong time‑management skills.

Core Values

Love what you do: We show up each day ready to take on the world. Our passion and intensity set us apart and makes the difference to our colleagues, customers, brokers and carriers.

Challenge everything: We’re never afraid to question the way that things are done and we constantly challenge ourselves and others to makes things better.

Have fun, be good: Insurance is a serious business, but we don’t take ourselves too seriously. We make it fun to work at CFC, we welcome all viewpoints, and we treat everyone how we would expect to be treated.