CRM discipline (HubSpot preferred): accurate pipeline management and forecasting

Rotacloud · York · Hybrid · First seen 1 week ago
Hybrid Mid level Enterprise Applications £40,000 – £45,000 a year
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About this role

People Business Partner £40,000 - £45,000 York, UK (hybrid) Full Time RotaCloud is a growing technology company based in the heart of York, providing employee management software to thousands of businesses across the UK and worldwide. We’re looking for a People Business Partner to join our People team and play an important role in how People support shows up across RotaCloud: trusted, human, commercially aware and genuinely useful. Working closely with our Head of People, you’ll support managers, employees and the wider People team across everything from day-to-day advice and employee relations to policy updates, manager coaching and continuous improvements. What you’ll be doing: • Working closely with the Head of People to support the delivery of the People function across RotaCloud • Acting as a trusted point of contact for managers and employees on day-to-day and more complex people matters • Giving clear, balanced advice that helps people understand their options, risks and next steps • Coaching managers through performance concerns, absence issues, difficult conversations and employee relations matters • Managing ER cases including investigations, disciplinaries, grievances, absence and performance processes • Helping managers address issues early and choose the right approach, whether informal, formal or something in between • Supporting our HR Advisor through guidance, context sharing and being a sounding board • Keeping our handbook, policies and people guidance up to date as legislation, best practice and business needs change • Communicating relevant people updates clearly across the business • Spotting themes, risks or recurring issues and helping improve how we support our people You’ll thrive in this role if you: • You’re confident building relationships with stakeholders at different levels across different teams • You enjoy variety and are comfortable balancing day-to-day support with more sensitive or complex matters • You can stay calm, thoughtful and practical when things are moving quickly, or there are different views involved • You’re comfortable working in a small People team where you’ll be close to the detail and able to make a visible impact • You have a good sense of judgement and know when to ask questions, offer challenge or escalate • You take a thoughtful approach to People work, balancing policy, fairness, risk and what makes sense in the situation • You’re naturally curious about the business and want to understand how People decisions affect both employees and commercial outcomes What we're looking for: • Experience in a People role supporting managers and employees through a broad range of day-to-day and more sensitive people matters. • Strong employee relations experience, including performance, absence, conduct, capability, disciplinary and grievance matters. • Confidence supporting formal People processes such as investigations, hearings, outcomes and case documentation. • Coaching mindset and critical listening skills, with the ability to understand what is really driving an issue. • Sound judgement, with the ability to consider context, risk, fairness and business needs. • Ability to build trust with managers, employees and stakeholders at different levels of the business, providing advice that is clear, balanced and useful. • Good working knowledge of employment law, with an interest in keeping up to date with relevant changes including reviewing and updating HR policies and handbook content. • Strong written and verbal communication skills, including the ability to explain sensitive or complex matters clearly. What’s in it for you? • Salary between £40k- £45k depending on experience • Paid lunch break • Hybrid flexible working • 34 days holiday inc. BH's (length of service increases to 41) • Options to buy and sell holidays • Private healthcare • Enhanced family-friendly benefits • £500 per year to spend on learning and development • Monthly department lunches & bi-annual company events And if this wasn’t enough, we have plenty more, less exciting, but equally useful benefits! Where you’ll be working This is a hybrid role with 2/3 days a week spent in our open-plan office in the centre of historic York and also the flexibility of working in your own home. What are you waiting for?! If you know your way around people problems, are comfortable in the grey areas and can manage the occasional “you couldn’t make it up” moment, we need to talk ! Apply now Sales Development Representative £26,500 - £28,000 York, UK (hybrid) Full Time We're looking for a Sales Development Representative to work within our thriving Sales team. As a Sales Development Representative at RotaCloud, you'll be the first real conversation many businesses have with us, whether they're exploring us through a free trial or discovering us for the first time. You'll re-engage trial users, reach out to new businesses, and run discovery conversations that uncover genuine workforce management challenges, booking meetings for our Account Executives that are built on real understanding, not just volume. Sitting at the centre of Sales, Marketing, Product, and Customer Success, you'll act as the commercial lead for every opportunity you create, feeding market and customer insight back into the business and helping remove friction across the buying journey, shaping how prospects experience RotaCloud from their very first interaction. What you’ll be doing: Pipeline engagement and qualification Proactively contact prospects currently in their free trial period via phone, email, and in-app messaging to drive engagement and adoption. Re-engage users whose trials have expired to understand why they didn't convert and revive interest where appropriate. Run structured discovery to understand customer context, pain points, buying process, and product fit. Identify and reach out to new businesses that haven't yet tried RotaCloud, introducing them to the product through cold calls, emails, and LinkedIn outreach. Solution selling, demos and proposals Identify opportunities for RotaCloud products through effective questioning. Qualify prospects against ideal customer criteria before handing off to sales. Book qualified meetings and demos for Account Executives, ensuring a smooth handoff with clear context. Pipeline management Maintain accurate, up-to-date records of all prospect and trial interactions in HubSpot. Contribute to pipeline reporting with a focus on accuracy and learnings, not just volume. Customer experience through the buying journey Create a confident, low-friction experience from trial to scheduled meeting. Agree next steps with prospects and keep commitments, timelines, and expectations clear. Share actionable feedback to improve the product story, trial experience, and sales materials. Cross-team collaboration and continuous improvement Share insights, objections, and wins with the Sales team to improve collective performance. Partner with Marketing on lead quality feedback and messaging that resonates. Partner with Customer Success on onboarding readiness and handover quality to drive retention outcomes. You’ll thrive in this role if you: Can engage a consultative approach: ask strong questions, listen well and align solutions to the customer’s reality. Are competent at organisation and follow-through: manage multiple opportunities without losing momentum or detail. Have a high level of resilience and adaptability: remain effective through rejection, change and shifting priorities. Are a strong collaborator: can work constructively across teams, sharing information early and clearly. What we're looking for: A strong communicator, written and verbal, with confidence on the phone Self-motivated with a competitive drive to hit and exceed targets Strong stakeholder management, able to build trust with a range of decision makers.

What this role is, and what else it is called

Employers in York advertise this kind of work as Experience with CRM and marketing tools., Experience working with CRM and marketing software., Business Analyst – SAP BTP/HCP and SAP CX Solution Architect too, so it is worth searching more than one wording. It is a mid-level Enterprise Applications role in York, advertised as hybrid, splitting time between home and the office.

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Detected on Rotacloud's careers page. ProdReady Recruitment lists this vacancy as an aggregator and is not the employer; applications go to the employer's own site. More IT jobs in Yorkshire and the Humber.

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