Operations Director

Job title: Operations Director

Salary: £60,000 - £80,000 - dependant on experience

Location: London - Hybrid working an option. 

Purpose of role:

Established insurance brokerage primarily looking for someone with the ability to plan and deliver operational projects within the company, in addition to overseeing and maintaining current systems and processes. The role of the Operations Director is to create and implement improvements to all processes across the business, to integrate their CRM system (Salesforce) with other software solutions and to improve automations and compliance process throughout the business. The candidate needs to be passionate about technology and obsessed with organisation.

Key responsibilities:

• Manage current software platform with external software house.
• Become proficient in Salesforce environment to be able to resolve internal issues and deliver new projects.
• Carry out constant upgrades and improvements of Salesforce platform.
• Ability to plan and deliver projects. E.g. spec, research, and implement integrated CTI phone system. Upgrade to cloud based and Salesforce integrated document management system.
• Lead contact with 3rd party compliance company. Oversee compliance processes and ongoing activities.
• Oversee and improve internal workflow processes.
• Identify and implement new processes across the business.

Skills:

• You will need to have an excellent work ethic with an ability to plan and deliver projects. A lot of the planning stages will be collaborative with senior management but during the implementation stages.
• Required to be very self-motivated and can deliver work yourself. 
• Ability to identify where processes are needed and the capability to plan and deliver them.

Essential

• Very Strong IT proficiency/ technical ability.
• Able to learn new software platforms. (You will be the 'go to' salesforce/software platform advisor in house.)
• All software related developer work will be carried out by a 3rd party software house, so you do not need to have direct developer experience. However, your strong understanding of the fundamental role that processes have within a business is critical.

Preferred 

• Salesforce experience would be ideal but not essential.

If you have the relevant experience or know someone that does please contact us now on or email us at