Sales & Finance Controller (Part-Time)

Custodia is a UK based company, founded in 2017, with wider presence in North America, Europe and Asia both directly and through strategic partnerships.

 

Our current key offering is the CC1 (Compliance Cloud One) service which records, stores and normalizes any type of communications data. This includes many common platforms such as phone email, SMS, phone calls, Microsoft Teams, WhatsApp and WeChat amongst many others. This allows companies to communicate in a compliant manner, whilst driving greater data-driven insights from the data they already have to store.

 

We are seeking a commercially minded Sales and Finance Controller to join our team in Knutsford. Reporting to the Finance Director, you will be responsible for bridging the gap between sales, marketing, and finance. A key part of this role is the implementation and rigorous monitoring of KPI frameworks within HubSpot to ensure the business meets its growth and profitability targets.

Key Responsibilities

KPI Implementation & Monitoring

 

  • Framework Setup: Work with the Finance Director and department heads to establish 
    clear, measurable KPIs for both Sales (e.g., conversion rates, average deal size) and 
    Marketing (e.g., MQL-to-SQL ratios, Cost Per Lead).
  • Performance Tracking: Maintain daily and weekly monitoring of these KPIs, highlighting any deviations from targets to the Finance Director immediately
  • Accountability Reporting: Produce "Red/Amber/Green" (RAG) status reports to track departmental performance against the annual business plan.

 

 

HubSpot CRM & Marketing Intelligence

 

  • Data Attribution: Ensure Marketing leads are correctly attributed in HubSpot to provide 
    accurate ROI reporting on marketing spend.
  • Funnel Analysis: Monitor the velocity of the sales funnel, identifying bottlenecks where 
    leads are failing to progress.
  • Dashboard Management: Create and manage HubSpot dashboards that provide a real-time "health check" of both sales and marketing activity.

 

 

Financial & Commercial Administration

 

  • Revenue Alignment: Ensure all sales activity recorded in HubSpot accurately reflects the financial invoicing and revenue recognition schedules.
  • Audit & Integrity: Conduct regular data cleanses to ensure KPI reporting is based on accurate, up-to-date information.
  • Credit & Contract Support: Manage contract documentation and support credit control efforts as directed by the Finance Director

What You Bring

  • Experience: Previous experience in a role requiring KPI tracking and data-heavy administration

  • HubSpot Mastery: Advanced proficiency in HubSpot (including Reporting Suites and Dashboards) is essential.
  • Analytical Rigour: The ability to not just report data, but to interpret what the numbers mean for the company’s bottom line.
  • Communication: Comfortable presenting performance data to senior management and challenging data inconsistencies.

What We Offer

  • Competitive salary
  • Private Health and Dental Care (BUPA)
  • Free On-Site Gym
  • Free access to Udemy
  • Employee Assistance Programme
  • Free parking
  • Smart Casual dress
  • Opportunities for professional growth and advancement
  • Dynamic and innovative work environment
  • Opportunity to make your mark in a high-growth industry
  • A beautiful office in the historic Cheshire town of Knutsford, with easily accessible public transport links to Manchester and Chester

This role is on-site, based at our office in Knutsford.

Reports Into:  Finance Director

Work Hours: 20 hours per week (4hrs Mon-Fri)

 

To apply for this role, please send a covering letter and CV to careers@custodiatechnology.com