A little flex time


Form3's Customer Success team focus on developing long-term relationships with our clients globally. Working with clients including Tier 1 banks, Fintechs and Payment Service Providers, our customer success teams work both regionally and collaboratively across our three core markets; the UK, Europe and the US. The Customer Success team works in partnership with our Marketing team, A fast growing function at the centre of the company’s expansion tasked with driving brand awareness, demand generation and customer growth.

Joining Form3 as a Sales & Marketing Operations Manager you will be responsible for all aspects of reporting and best practice for our Customer Success and Marketing teams, utilising Salesforce to analyse performance and opportunity. Whilst Form3 is a remote-friendly business, we thrive on sharing our experience to benefit all of our customers which may mean we decide to meet in person from time-to-time.


The Sales & Marketing Operations Manager will be key to ensuring that the relationship between the Sales and Marketing teams and the wider business is as efficient as it possibly can be.

You will make significant contributions to the success of Form3 by enabling the Customer Success and Marketing teams to make better business decisions and will work closely with them to evaluate, plan, execute and measure strategic business initiatives.

Given the strategic and operational nature of the role, you will work closely with the CMO, CCO, CFO, CEO and other members of the executive team. This is a unique opportunity to apply technical and analytical skills, thought leadership, and business learning in a fast-growing SaaS business.

Major Responsibilities:

  • Prepare reports, dashboards, and other visualisations which synthesise data to share actionable insights with the team and wider Form3 business.
  • Aligning teams around the goals and priorities of the company, fostering collaboration and accountability, providing training to wider teams on systems and processes
  • Building, tracking and communicating business information and insights around a clear set of Objectives and Key Results (OKR’s) aligned with business strategies
  • Increasing operational efficiency through refining processes and making systematic enhancements
  • Digging in deeper to tell the story behind the numbers and find out what’s really going on
  • You will be partnering with the Sales and Marketing teams to ensure data quality and accountability of business contributors. You will also become the expert in all related tools and processes
  • You will lead engagement with Finance on the revenue operations process whilst developing sales and marketing dashboards and reports to support the growth of the marketing funnel
  • Create personalised sales views for the sales team and help to develop best practice across the team.


  • A minimum of five years’ experience within sales and marketing operations, preferably in the financial services, payments and/or software market.
  • Excellent interpersonal, presentation and writing skills.
  • Proven success in creating reporting dashboards and exec level reports.
  • Experience in using SalesForce


  • 30 days annual leave plus Bank Holidays
  • Remote friendly environment
  • Remote working equipment allowance
  • Health and wellness allowance
  • Flexible working arrangements
  • Udemy and educational reimbursements
  • Full details are available on our careers page

Form3 appreciates that we all lead different and often really busy lives. We work remotely 100% of the time and many of us work part time. If you’re interested in hearing what different flexible working arrangements may be available, we’d love to chat.


We are an award-winning cloud-native payment technology provider for financially regulated institutions. Launched in 2016, we've doubled in size year on year as we continue to redefine what a truly instant payment experience means.

We celebrate diversity, promote entrepreneurialism and are committed to giving everyone a say in shaping our business. Here you will grow as a person and accomplish incredible things. A career at Form3 is empowering, inspiring and fun. Join us and help shape the future of payments.


At Form3 we embrace equal opportunity and are committed to building a diverse team of exceptional individuals. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status, or disability status and it is our strong belief that the more inclusive we are as a business, the better our work will be.


A little flex time