Grow with us! Universal Investment is on its way to becoming Europe’s leading fund services platform and Super ManCo. Since 1968, we have been providing innovative fund solutions for fund initiators and institutional investors and are active in the fund domiciles of Luxembourg, Ireland, and Germany. From these locations, as well as from our offices in London, Krakow, Paris, and Stockholm, we are also driving our international growth. To achieve this, we are looking for entrepreneurial-minded individuals who want to grow with us and benefit from it.
The Chief Operating Officer (Business Development) leads the commercial operating model that enables scalable, data-driven revenue growth. The role is responsible for Revenue Operations, CRM, commercial analytics, sales enablement, pricing governance, business intelligence, and commercial transformation. Acting as the bridge between Sales and key business functions, the BD COO ensures efficient execution of commercial strategy, optimizes the client lifecycle, and provides leadership with the insights required to make strategic decisions.
Your tasks and responsibilities:
- Own and continuously improve the commercial operating model, including sales governance, pipeline management, opportunity management, resource planning, and commercial controls.
- Lead Revenue Operations across the entire revenue lifecycle, from lead management through onboarding and client expansion.
- Own CRM strategy, governance, adoption, data quality, automation, AI integration, and related technology platforms.
- Develop commercial data capabilities, including client data, prospect intelligence, relationship mapping, opportunity tracking, and market insights.
- Deliver executive reporting and business intelligence covering pipeline, forecasting, sales performance, client profitability, and strategic KPIs.
- Provide commercial analytics, market sizing, segmentation, revenue modelling, opportunity assessment, and strategic recommendations.
- Lead pricing governance, commercial modelling, profitability analysis, and deal approval processes.
- Manage proposal, RFP, RFI, and DDQ activities, including content management, bid governance, and response quality.
- Oversee client intelligence, commercial due diligence, and sales-to-operations onboarding processes.
- Drive sales enablement through tools, training, automation, AI solutions, and knowledge management.
- Lead commercial governance forums, performance reviews, and strategic transformation initiatives.
- Manage cross-functional partnerships with Product, Marketing, Operations, Finance, Technology, Legal, Risk, Compliance, and Enterprise Data teams.
- Lead teams covering Sales Operations, CRM, Commercial Analytics, Pricing, Proposal Management, Client Intelligence, Commercial Data, and Sales Enablement.
Your skills and experience:
- Significant leadership experience in Revenue Operations, Commercial Excellence, Sales Operations, or Business Development Analytics.
- Strong understanding of CRM platforms (preferably Microsoft Dynamics 365), data management, automation, and AI-enabled sales tools.
- Proven experience in commercial analytics, forecasting, business intelligence, reporting, and KPI management.This looks like an error. We'll correct it. We'll replace the content with the correct line.
- Expertise in pipeline management, sales governance, pricing, profitability analysis, and commercial performance management.
- Experience leading transformation, operating model redesign, and technology-driven change initiatives.
- Strong stakeholder management skills with the ability to influence senior executives and cross-functional teams.
- Excellent strategic thinking, communication, project management, and problem-solving capabilities.
- Degree in Business, Finance, Economics, Technology, or a related discipline; financial services or asset management experience preferred.
What we offer:
- An exciting working environment and challenging tasks
- Extensive insight into the European fund industry
- Friendly, international and goal-oriented working environmentHigh degree of independent work
- Attractive home office arrangements and working time flexibility
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