Revenue Operations Specialist

THE ROLE 📝

We’re looking for a detail-oriented and collaborative Revenue Operations Specialist to join our Commercial Operations team at Form3. Sitting at the intersection of Deal Desk and broader RevOps, this role plays a key part in supporting efficient, scalable commercial execution across the business.

You’ll work cross-functionally with Sales, Finance, Legal, and Product teams to support pricing proposals, coordinate non-standard deal approvals, and manage contract processes. You’ll also contribute to RFP/RFI responses and help ensure high-quality data is maintained across our systems.

This is a great opportunity for someone early in their RevOps career who is keen to develop deep expertise in deal execution, pricing, and commercial processes within a fast-growing fintech environment.

Deal Desk & Pricing

• Support contract management processes, including issuing documents for signature and capturing key terms post-signature
• Support end-to-end RFP and RFI processes, coordinating inputs across teams to deliver high-quality, timely submissions
• Assist in the development of pricing proposals, working alongside the Senior Deal Desk Specialist on more complex deal structures
• Coordinate non-standard deal approvals across relevant stakeholders
• Partner closely with Sales, Finance, Legal, and Product teams to ensure smooth and compliant deal execution

Revenue Operations & Enablement

• Maintain accurate deal and contract data in Salesforce and other systems of record
• Create and manage customer subscriptions as part of order management, ensuring accurate downstream handoff to billing and provisioning
• Develop and maintain Sales process enablement materials, contributing to a centralised Customer Journey Playbook
• Collaborate with Product and Marketing to support GTM enablement content for Form3’s products and services
• Support GTM initiatives and campaigns, including launching Salesloft cadences for targeted segments

WE ARE LOOKING FOR 🔍

We're searching for someone who has developed a broad foundation across Revenue Operations, with exposure to areas such as deal desk, pricing, contracting, and sales support. You’ve likely worked in a lean or scaling SaaS environment, where you’ve had to wear multiple hats, adapt quickly, and build structure in evolving processes. You’re comfortable operating with variety and ambiguity, and enjoy contributing to the growth and maturity of commercial operations in an enterprise SaaS business.

Essential

• 1-5 years’ experience in Revenue Operations, Revenue Enablement, or Deal Desk
• Exposure to deal support and/or commercial desk environments
• Experience supporting RFP/RFI processes and coordinating cross-functional inputs
• Confidence working with revenue data (pipeline, bookings, contracts) and maintaining data quality
• Experienced using salesforce and other CRM systems
• Experience working in a startup to scale-up environment, with evolving processes and increasing commercial complexity

Desirable

• Working knowledge of SaaS pricing models and commercial terms
• Exposure to CPQ tools (e.g. Salesforce CPQ, DealHub)
• Experience creating or contributing to sales enablement materials or playbooks
• Exposure to GTM initiatives or campaign execution (e.g. Salesloft or similar tools)
• Experience in a SaaS or enterprise technology business, ideally within FinTech or Payments

INTERVIEW PROCESS ✍️

Stage One: Screening Call with the Talent Team

Stage Two: Zoom Interview with the Hiring Manager

Stage Three: Case Study Interview with the Team

Stage Four: Executive Review 

We always aim to stick to the above process; however, there may be occasions when an additional interview stage is required for us to be sure we are hiring the right person!

HIRING LOCATIONS 📍

For this role, we are currently able to accept applications from within the United Kingdom.

ABOUT FORM3 💭

Revolutionising the world of payments with our cutting-edge technology and innovative solutions. For more information about life at Form3, check out the following pages:

What we do | Life at Form3 | Benefits | Flexa-verified employer | Podcasts

OUR DEI&B COMMITMENT 

We hire talented people from a variety of backgrounds and experiences and are committed to a work environment based on diversity, open-mindedness and curiosity. We’re united by our company values (we even created them together!) and we celebrate our unique differences. 

Our employee lifecycle processes are designed to embrace equal opportunity and prevent discrimination against our people regardless of personal characteristics. It is our strong belief that the more inclusive and belonging we are as a business, the better our work will be. 

As an inclusive employer, we guarantee to interview all neurodiverse and physically disabled applicants who meet the minimum criteria for this role. We also encourage candidates to notify us of any reasonable adjustments that may be required during the recruitment process. This includes providing job adverts in alternative, accessible formats or adjustments required at interview stage. 

 If you consider yourself to be neurodiverse or physically disabled under the UN definition of disability and would like to be considered under this scheme and/or require any reasonable adjustments please let us know by sending an email to careers@form3.tech clearly stating your consent for us to process this data. For more information please refer to our Recruitment Data Policy.