Automation Manager, Preqin

Sales Enablement

Salary not provided
Mid and Senior level
London

3+ days a week in office

Preqin

Data and insights provider for the alternative assets market.

Job no longer available

Preqin

Data and insights provider for the alternative assets market.

1001+ employees

FintechB2BSaaSData IntegrationData Analysis

Job no longer available

Salary not provided
Mid and Senior level
London

3+ days a week in office

1001+ employees

FintechB2BSaaSData IntegrationData Analysis

Company mission

To revolutionise the private markets with data, insights and tools that help industry professionals make more informed decisions.

Role

Who you are

  • Bachelor's degree (Master's a plus) in STEM field
  • Demonstrated experience in CRM administration and automation platforms
  • Experience with automation platforms including Salesloft, Outreach or customer engagement platforms including Drift, Intercom is a plus
  • Broad general tech knowledge with soft skills for non-technical aspects of sales

Desirable

  • Sales force automation (SFA) - ( Salesforce, Dynamics etc)
  • Marketing automation platform (HubSpot, SF MarketingCloud, Marketo etc)
  • Sales outreach platform (Salesloft, Outreach etc)
  • Intent data platform (6Sense, ZoomInfo, Demandbase etc)
  • Customer success platform (Intercom, Drift etc)

What the job involves

  • We're looking for a hands-on and analytical automation specialist to provide digital capabilities to our sales team
  • Reporting to the Sales Technology Lead, you'll oversee the optimization and management of our sales automation technology stack, ensuring seamless integration with our business objectives
  • This role offers a unique opportunity to drive innovation, increase efficiency, and maximize business results through cutting-edge sales automation solutions
  • As an Automation Manager at Preqin, you'll be part of the broader business technology team, leading the charge in democratizing digital capabilities across the organization
  • Act as the resident expert in sales automation, consistently exploring and implementing new and enhanced methods to empower our sales teams in engaging with customers and driving business growth
  • Assist in optimizing existing sales automation processes and workflows, focusing on scalability and efficiency
  • Work closely with the sales technology lead and revenue transformation team to automate standardized processes and programs, empowering sales team members
  • Take the lead on the technical aspects of automation projects, from gathering requirements to analyzing data and ensuring successful delivery within established timelines
  • Collaborate closely with engineering, IT, and sales teams to ensure seamless integration and alignment of technologies that support our sales automation strategy

Application process

  • Stage 1: Introduction Call
  • Stage 2: 1st Stage Interview
  • Stage 3: 2nd Stage Interview
  • Stage 4: Final Interview
  • Stage 5: Offer

Salary benchmarks

Otta's take

Theo Margolius headshot

Theo Margolius

COO of Otta

Preqin is a London-based investment data company empowering the alternative asset market with essential data and insights. Supporting customers throughout the entire investment lifecycle, Preqin provides them with critical information leading to analytical solutions.

Preqin has produced advanced methods of collecting private data for 20 years. Its products allow a customer base of over 200,000 professionals to streamline how they raise capital, source deals and investments, understand performance, and stay informed.

As a global company, Preqin is working with software providers, world-renowned institutions, and industry associations around the globe to build innovative products, tools, and research that helps connect data to critical decisions. It's had a successful history, and will look to continue on a strong growth path ahead.

Insights

Top investors

Some candidates hear
back within 2 weeks

14% employee growth in 12 months

Glassdoor (3.5)

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Company

Employee endorsements

Challenging work

"At Preqin, the work experience is marked by an high level of challenge and intellectual stimulation. The projects I've undertaken have been among..."

Company benefits

  • Hybrid workplace & flexible holiday allowance
  • Parental leave: maternity & paternity leave policies
  • Pension/retirement contributions: contributions are matched up to 10% after 1 year's service (US & UK)
  • Subsidized medical insurance
  • Bereavement leave
  • Annual personal study support allowance of $1,500/£900
  • Discounted gym membership (US & UK)
  • Access to discount & reward programs

Company values

  • Be Customer Obsessed: We exist for our customers. We listen to them and understand their challenges. We design best-in-class data solutions for their success.
  • Act with Integrity: We build trust through honesty and transparency. We're committed to doing the right thing for our customers, our company, and each other.
  • Own Your Success: We're a high-performance team. We challenge and champion each other in our pursuit of excellence. We never stop learning and strive to become experts in our fields.
  • Think Forward: We lead the industry through innovation. We foster collaboration and creativity to solve our clients' next challenge and give them a competitive advantage.
  • Make an Impact: We drive postive change as individuals, and as a company. We're passionate about creating a better tomorrow for our industry and our communities.

Company HQ

Victoria, London, UK

Founders

Mark O'Hare

(Managing Director)

Previously a Manager at The Boston Consulting Group and CEO of Citywatch.

Diversity & Inclusion at Preqin

  • Our company vision is to create an environment where diversity and inclusion are at its core and our differences are valued. An environment where we actively celebrate and support each other, no matter our visible or invisible differences. ​ We believe that every person has the right to work in a safe and welcoming environment and that’s why we commit to being a truly inclusive employer that integrates DEI throughout all of our operations, whilst investing in and empowering our people.
  • Launched our DEI Steering Committee in October 2020. They hold sessions regularly to support and guide Preqin’s DEI initiatives, with active leadership from our CEO.
  • Workshops, fireside talks and external guest speakers discussing important topics such as, navigating challenges for women in senior leadership, menopause and managing stress.

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