Job Description: Sales and Finance Controller, P/T
Location: Knutsford, Cheshire (WA16) On-site
Salary: £32,000 – £36,000 (Dependent on experience), pro rata
Hours: 20 hours per week
Reports to: Finance Director
This job is not suitable for sponsorship.
Preferable to drive as we are located remotely
Role Overview
We are seeking a commercially minded Sales and Finance Administrator to join our team in Knutsford. Reporting to the Finance Director, you will be responsible for bridging the gap between sales, marketing, and finance. A key part of this role is the implementation and rigorous monitoring of KPI frameworks within HubSpot to ensure the business meets its growth and profitability targets.
Key Responsibilities
1. KPI Implementation & Monitoring
- Framework Setup: Work with the Finance Director and department heads to establish clear, measurable KPIs for both Sales (e.g., conversion rates, average deal size) and Marketing (e.g., MQL-to-SQL ratios, Cost Per Lead).
- Performance Tracking: Maintain daily and weekly monitoring of these KPIs, highlighting any deviations from targets to the Finance Director immediately.
- Accountability Reporting: Produce "Red/Amber/Green" (RAG) status reports to track departmental performance against the annual business plan.
2. HubSpot CRM & Marketing Intelligence
- Data Attribution: Ensure Marketing leads are correctly attributed in HubSpot to provide accurate ROI reporting on marketing spend.
- Funnel Analysis: Monitor the velocity of the sales funnel, identifying bottlenecks where leads are failing to progress.
- Dashboard Management: Create and manage HubSpot dashboards that provide a real-time "health check" of both sales and marketing activity.
3. Financial & Commercial Administration
- Revenue Alignment: Ensure all sales activity recorded in HubSpot accurately reflects the financial invoicing and revenue recognition schedules.
- Audit & Integrity: Conduct regular data cleanses to ensure KPI reporting is based on accurate, up-to-date information.
- Credit & Contract Support: Manage contract documentation and support credit control efforts as directed by the Finance Director.
Requirements
- Experience: Previous experience in a role requiring KPI tracking and data-heavy administration.
- HubSpot Mastery: Advanced proficiency in HubSpot (including Reporting Suites and Dashboards) is essential.
- Analytical Rigour: The ability to not just report data, but to interpret what the numbers mean for the company’s bottom line.
- Communication: Comfortable presenting performance data to senior management and challenging data inconsistencies.
Pay: £32,000.00-£36,000.00 per year
Benefits:
- Casual dress
- Company pension
- Free parking
- Gym membership
- Health & wellbeing programme
- On-site parking
- Private dental insurance
- Private medical insurance
Ability to commute/relocate:
- Knutsford WA16: reliably commute or plan to relocate before starting work (required)
Work authorisation:
- United Kingdom (required)
Work Location: In person
