Job Summary

About ClearGrid

ClearGrid is on a mission to revolutionize the debt resolution industry by leveraging AI automation and real-time data to fundamentally transform collections. Were a fast-growing startup seeking ambitious builders who want to tackle massive challenges and create lasting impact. If youre passionate about building from the ground up and redefining how products drive business and customer outcomes we want you on our team.

Role Overview

The Sales & Structuring Operations Analyst will act as the single source of truth for the commercial pipeline ensuring accurate forecasting disciplined sales execution and clean handovers across teams.

The role is responsible for keeping deals moving through structured follow-ups process rigor and high-quality data integrity while supporting the technical mechanics of credit pricing Back-Up Servicing (BUS) and securitisation as an apprentice operator within the structuring function. This role reports directly to the Commercial Director with a dotted-line reporting relationship to the Head of Securitisation for technical execution across Back-Up Servicing (BUS) and securitisation mandates.

Key Responsibilities

Commercial Operations

CRM ownership: maintain disciplined CRM usage across Sales and CS; ensure every account/contact/opportunity is complete and correctly classified; enforce owner next step next step date value product line stage close date; maintain account-based structure (one company multiple opportunities multiple contacts) with a named primary champion per department.
Leads & follow-ups: manage inbound/outbound lead intake and assignment; track follow-up SLAs; run structured follow-up sequences (email/LinkedIn/phone) for non-responsive leads and stalled opps; book meetings for the Commercial Director and send written confirmations with agendas; enforce no deal without a next step and date.
Reporting & forecast: produce weekly pipeline reporting (coverage stage conversion win rate slippage forecast vs actual); define and enforce forecasting rules (including commit); maintain leadership dashboards with a weekly narrative (what moved whats blocked whats next).
Sales enablement: create and maintain core decks (company profile product decks for Agency SaaS BUS); manage templates (proposals SOWs pricing sheets case studies one-pagers) and version control.
Deal execution & documentation: manage meeting notes/actions/follow-ups for Commercial Director Head of Securitize; track legal/procurement steps; maintain deal rooms/document repositories (proposals contracts comms key artifacts).
Handover & onboarding: document onboarding flows and prerequisites by product line; build Sales CS/Ops handover checklists; track signature-to-go-live timelines and flag blockers early.
Process improvement: remove bottlenecks; implement light CRM automations/workflows (no engineering); train team on CRM standards.

Securitisation & Technical Credit Operations (Apprenticeship)

Credit portfolio pricing: support analysis/pricing of loan portfolios; prepare/validate model inputs and underlying data.
BUS production: capture and coordinate technical requirements including portfolio data mapping and servicing requirements during the sales cycle.
Securitisation support: organise data rooms track collateral requirements and document SPV prerequisites.
Technical onboarding: maintain technical checklists and required data fields for credit monitoring and servicing.
Portfolio intelligence: support senior leadership reporting on Value at Risk AUM growth and weighted portfolio volume.

Requirements

26 years in Sales Ops/RevOps/Commercial Ops (or similar).
Strong CRM experience.
Advanced Google Sheets/Excel strong slide-building.
Highly organised; comfortable enforcing standards and chasing inputs.
Confident with prospect/customer follow-ups and scheduling.
Comfortable in a fast-moving environment with incomplete information.

Preferred Qualifications

Fintech/lending/collections/payments experience.
Experience supporting both Sales and CS.
Proposal tools (PandaDoc/DocuSign) and basic workflow automation.
Familiarity with outbound tools/sequences.

About ClearGridClearGrid is on a mission to revolutionize the debt resolution industry by leveraging AI automation and real-time data to fundamentally transform collections. Were a fast-growing startup seeking ambitious builders who want to tackle massive challenges and create lasting impact. If you...

About ClearGrid

Role Overview

Key Responsibilities

Commercial Operations

CRM ownership: maintain disciplined CRM usage across Sales and CS; ensure every account/contact/opportunity is complete and correctly classified; enforce owner next step next step date value product line stage close date; maintain account-based structure (one company multiple opportunities multiple contacts) with a named primary champion per department.
Leads & follow-ups: manage inbound/outbound lead intake and assignment; track follow-up SLAs; run structured follow-up sequences (email/LinkedIn/phone) for non-responsive leads and stalled opps; book meetings for the Commercial Director and send written confirmations with agendas; enforce no deal without a next step and date.
Reporting & forecast: produce weekly pipeline reporting (coverage stage conversion win rate slippage forecast vs actual); define and enforce forecasting rules (including commit); maintain leadership dashboards with a weekly narrative (what moved whats blocked whats next).
Sales enablement: create and maintain core decks (company profile product decks for Agency SaaS BUS); manage templates (proposals SOWs pricing sheets case studies one-pagers) and version control.
Deal execution & documentation: manage meeting notes/actions/follow-ups for Commercial Director Head of Securitize; track legal/procurement steps; maintain deal rooms/document repositories (proposals contracts comms key artifacts).
Handover & onboarding: document onboarding flows and prerequisites by product line; build Sales CS/Ops handover checklists; track signature-to-go-live timelines and flag blockers early.
Process improvement: remove bottlenecks; implement light CRM automations/workflows (no engineering); train team on CRM standards.

Securitisation & Technical Credit Operations (Apprenticeship)

Credit portfolio pricing: support analysis/pricing of loan portfolios; prepare/validate model inputs and underlying data.
BUS production: capture and coordinate technical requirements including portfolio data mapping and servicing requirements during the sales cycle.
Securitisation support: organise data rooms track collateral requirements and document SPV prerequisites.
Technical onboarding: maintain technical checklists and required data fields for credit monitoring and servicing.
Portfolio intelligence: support senior leadership reporting on Value at Risk AUM growth and weighted portfolio volume.

Requirements

26 years in Sales Ops/RevOps/Commercial Ops (or similar).
Strong CRM experience.
Advanced Google Sheets/Excel strong slide-building.
Highly organised; comfortable enforcing standards and chasing inputs.
Confident with prospect/customer follow-ups and scheduling.
Comfortable in a fast-moving environment with incomplete information.

Preferred Qualifications

Fintech/lending/collections/payments experience.
Experience supporting both Sales and CS.
Proposal tools (PandaDoc/DocuSign) and basic workflow automation.
Familiarity with outbound tools/sequences.

Key Skills

Sales Experience
Microsoft Access
Power BI
Pivot tables
Analysis Skills
Microsoft Powerpoint
Retail Link
Salesforce
Microsoft Excel
Sales Analysis
CRM Software
Data Analysis Skills

Apply Now

About Company

ClearGrid

ClearGrid is a digital platform redefining debt resolution through AI-driven, customer-first solutions. We help lenders streamline recovery while providing borrowers with tailored, flexible options that prioritize financial stability and trust. By focusing on transparency and regulato ... View more

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