Join Our Team

Reporting into the Head of Revenue Operations & Technology, this role ensures Salesforce, HubSpot, and associated platforms operate efficiently, with accurate data flow, strong automation, and clear system structure.

This is a hands-on technical and operational role focused on maintaining and improving the infrastructure that underpins sales, marketing, and customer management processes.

This vacancy can be based in either our London office in Shoreditch or our headquarters in Stamford, Lincolnshire.

Core Accountability:

The CRM & Systems Specialist is accountable for:

• CRM system configuration and optimisation (Salesforce & HubSpot).

• Data integrity, flow, and field mapping across platforms.

• Lead routing, allocation logic, and automation workflows.

• CRM training, documentation, and user support.

• Acting as the connector layer between CRM systems and external platforms (e.g. Netsol).

Responsibilities Include:

1. CRM Configuration & System Management

• Configure and maintain Salesforce and HubSpot to support business processes.

• Manage fields, objects, workflows, and system structure.

• Ensure systems remain aligned with commercial and operational requirements.

• Support ongoing system improvements and enhancements.

Success Measures:

• Systems configured accurately and efficiently.
• Minimal system errors or disruptions.
• Strong alignment between system setup and business needs.

2. Data Flow, Integration & Field Mapping

• Manage data flow between Salesforce, HubSpot, and Netsol.
• Maintain accurate field mapping and deal synchronisation across systems.
• Monitor and resolve data inconsistencies, duplication, and errors.
• Ensure reliable and consistent pipeline data across platforms.

Success Measures:

• Accurate and consistent data across all systems.
• Reliable deal and pipeline synchronisation.
• Reduction in data errors and manual corrections.

3. Lead Routing & Automation

• Build and maintain lead routing rules and allocation logic.
• Develop and optimise automation workflows to improve speed and efficiency.
• Ensure leads are distributed accurately and in line with business rules.
• Continuously refine automation based on performance and feedback.

Success Measures:

• Faster lead response times.
• Efficient and fair lead allocation.
• Reduced manual workload for Sales and Marketing teams.

4. CRM Training, Support & Documentation

• Deliver CRM onboarding and training for new and existing users.
• Create and maintain clear system documentation and user guides.
• Provide day-to-day support and troubleshooting for CRM users.
• Reinforce best practice usage across the business.

Success Measures:

• High user adoption and confidence.
• Clear, accessible documentation.
• Reduction in user errors and support queries.

5. Systems Integration & Connector Layer

• Act as the operational connector between Salesforce, HubSpot, Netsol, and other systems.
• Support integration projects led by the Head of Revenue Operations & Technology.
• Assist in testing (UAT), rollout, and optimisation of new tools and system changes.
• Ensure stability and reliability across the commercial tech stack.

Success Measures:

• Stable and reliable system integrations.
• Smooth rollout of system updates and changes.
• Strong support for wider technology and automation initiatives.

The Candidate:

• Experience working with Salesforce and/or HubSpot in a hands-on capacity.
• Strong understanding of CRM configuration, workflows, and data structures.
• Experience with integrations, APIs, or middleware tools is beneficial.
• High attention to detail with strong problem-solving capability.
• Ability to support both technical and non-technical stakeholders.
• Organised, process-driven, and comfortable working in a fast-paced environment.

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to either our office in Shoreditch, London or our headquarters in Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Join the ambitious team at Charles & Dean, a leading commercial finance brokerage headquartered in Stamford, Lincolnshire. Recognised as the Best Employer (2022) in our industry, we are dedicated to providing innovative finance solutions while fostering a dynamic and growth-oriented environment.

Responsibilities Include:

As a Sales Development Representative in our Business Finance team, you will play a crucial role in connecting UK businesses with the right funding solutions. Your responsibilities will include outreach efforts such as prospecting, qualifying leads, and promoting Charles & Dean’s panel of lenders and range of unsecured lending products. You’ll be the first point of contact for businesses exploring funding options, creating a strong first impression and helping to guide them on their journey.

You will support our fast-growing team by:

• Playing a vital role in outbound sales & marketing activities
• Supporting Business Finance Specialists and senior colleagues
• Prospecting, qualifying leads, and engaging with business owners and decision-makers
• Leading the initial stages of a sales pipeline
• Maintaining accurate CRM records and Marketplace platform data
• Creating a strong first impression of Charles & Dean’s brand and values

The Candidate:

• Strong verbal & written communication skills
• Evident ambition and motivation to build a career in finance
• Aptitude for customer service and relationship-building
• Computer literacy and attention to detail
• Ability to work efficiently under pressure

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to either our office in Shoreditch, London or our headquarters in Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Join the ambitious team at Charles & Dean, a leading commercial finance brokerage headquartered in Stamford, Lincolnshire. Recognised as the Best Employer (2022) in our industry, we are dedicated to providing innovative finance solutions while fostering a dynamic and growth-oriented environment.

Responsibilities Include:

As a Finance Specialist in our Business Finance team, you will be responsible for helping SMEs access unsecured funding solutions to support their growth and working capital needs. You will proactively manage relationships with new and existing clients, introducers and partners, ensuring every interaction reflects Charles & Dean’s values and high standards.

You will be driven to learn about all aspects of unsecured commercial lending, while using the appropriate systems to support our busy team by:

• Proactively managing relationships with new and existing clients, introducers, and partners
• Guiding SMEs through the unsecured lending process
• Identifying funding opportunities for growth projects, working capital, refinancing, and cashflow support
• Leveraging our Marketplace platform to match businesses with the most suitable lenders
• Delivering consistently high standards of client service and ensuring FCA compliance
• Reporting KPIs and contributing to the strategic growth of the Business Finance team

The Candidate:

• Minimum 1 year of experience in an SME finance brokerage
• Excellent relationship management and negotiation skills
• Strong commercial awareness and ability to tailor funding solutions
• Communication skills (verbal & written) with confidence liaising with business owners and decision-makers
• Computer literacy and ability to work under pressure with attention to detail
• Commitment to Charles & Dean values and standards

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to either our office in Shoreditch, London or our headquarters in Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Responsibilities Include:

You will be responsible for outreach efforts including prospecting, qualifying leads and promoting Charles & Dean’s panel of lenders and available finance products. Sales Development Representatives are tasked with interacting with customers at the beginning of their C&D journey, creating a vital first impression for our brand and speaking with individuals from a variety of industries. 

You will support our busy team by:

• Playing a Vital Role in Outbound Sales & Marketing Activities
• Working Closely with Finance Specialists, Account Managers, Senior Account Managers & Heads of Departments
• Networking
• Finding & Initiating Contact with Potential Customers
• Qualifying Leads from Marketing Campaigns as Sales Opportunities
• Leading Initial Stages of a Sales Pipeline
• Maintaining & Developing our CRM System

Individuals with the initiative to understand clients on a granular level and follow guidance from team members will excel in this position.

The Candidate:

• Communication Skills (Verbal & Written)
• Evident Ambition
• Aptitude for Customer Service
• Commitment to Charles & Dean Values
• Computer Literacy
• Ability to Work Efficiently Under Pressure
• Strong Eye for Detail

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to either our office in Shoreditch, London or our headquarters in Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Join the ambitious team at Charles & Dean, a leading automotive and commercial finance brokerage headquartered in Stamford, Lincolnshire. Recognised as the 'Best Employer (2022)' in our industry, we are dedicated to providing innovative finance solutions while fostering a dynamic and growth-oriented environment. 

Responsibilities Include:

You will take a proactive role in maintaining and developing relationships with new and existing customers, in addition to introducers, following our sales process and taking care to ensure documentation is in line with FCA and company regulations. 

You will be extremely driven to learn about all aspects of the industry, concentrating on asset finance, and will use the appropriate systems to support our busy team by:

• Managing Client Expectation
• Reporting Agreed KPIs To Management
• Developing Understanding of C&D Processes
• Exploring Industry Sectors (Engineering, Construction, Agriculture etc.)​

Previous experience in Sales is advantageous, but not essential, as full training and support will be provided. To be eligible, you must be confident, hard-working, number driven and comfortable speaking to potential customers in person and over the phone, going above and beyond your core role.

The Candidate:

• Communication Skills (Verbal & Written)
• Evident Ambition
• Aptitude for Customer Service
• Commitment to Charles & Dean Values
• Computer Literacy
• Ability to Work Efficiently Under Pressure
• Strong Eye for Detail
• Full UK Driving Licence

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to either our office in Shoreditch, London or our headquarters in Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Join the ambitious team at Charles & Dean, a leading automotive and commercial finance brokerage headquartered in Stamford, Lincolnshire. Recognised as the 'Best Employer (2022)' in our industry, we are dedicated to providing innovative finance solutions while fostering a dynamic and growth-oriented environment. 

Responsibilities Include:

• Acting as the main point of contact between customers, suppliers and lenders throughout the document processing and payout stages
• Building and nurturing strong client relationships to uphold our ‘Excellent’ Trustpilot rating
• Working closely with the sales team to ensure client needs and timescales are understood and met
• Creating, preparing and submitting documentation accurately, efficiently and in line with company and regulatory procedures
• Addressing and resolving client concerns quickly while maintaining a professional, positive experience
• Proactively engaging with clients and lenders, requesting updates and anticipating future needs
• Collaborating with lenders and sharing best practices to drive efficiency
• Managing multiple clients and deals simultaneously with accuracy and organisation
• Keeping the CRM system (Salesforce) accurate and up-to-date at all times
• Handling phone and email communications professionally and in a timely manner
• Taking ownership of compliance responsibilities
• Working collaboratively across departments to deliver a first-class client journey

The Candidate:

• Strong written and verbal communication skills, with the ability to build rapport with clients, lenders and brokers
• Proven problem-solving skills to address and resolve concerns effectively
• A genuine, customer-focused approach and desire to help clients achieve their goals
• Excellent organisation and time-management skills
• Great attention to detail and accuracy in documentation
• Calm, professional and diplomatic when handling client queries
• Typically 2–3 years’ experience in a client-facing role, ideally in sales or customer service

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to either our office in Shoreditch, London or our headquarters in Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Responsibilities Include:

The C&D Academy extends across various departments and members will spend a total of 12 months enjoying aspects of Sales, Operations, Marketing and Compliance. With regular training activities and workshops to participate in, the Academy becomes a fantastic stepping stone to grow and develop into becoming an influential and successful member of the team, ensuring you’ll make a meaningful contribution to Charles & Dean from the very beginning.

Previous experience is not necessary as you will be on a structured development programme. All that we require from you is commitment, passion and tenacity in abundance.

The Academy Offers:

• A comprehensive introduction to the world of financial services.
• An opportunity to obtain industry-recognised qualifications.
• The chance to develop your professional network and learn from the best in the business.
• Equipping you with the technical and practical skills to take your career in any direction.
• Upon successful completion of the program, you may be offered a full-time position.

Why Charles & Dean?

• Private Healthcare through Vitality
• Access to Spill Mental Health Support
• Access to Octopus Money Financial Advice
• Enhanced Sick Pay
• Cycle to Work Scheme
• Company Pension
• Referral Programme
• Company Events
• Free Parking
• 22 days Annual Leave, plus Birthday Day Off and 1 x Wellness Day per Quarter

This vacancy applies to both our office in Shoreditch, London and our headquarters, located just outside of Stamford, Lincolnshire.

As we are regulated by the Financial Conduct Authority, you must be comfortable in ensuring you are compliant with all company and regulatory policies and procedures. You must maintain accurate customer records to support our ongoing CRM strategy.

Responsibilities Include:

The role will involve assisting team members to manage their workload by undertaking administration tasks whilst learning on the job.

​Work Experience individuals and will be based at our headquarters just outside of Stamford, Lincolnshire, working Monday - Friday.