The posting
About Us
We’re Dayshape—an award-winning software scale-up with big ambitions and the momentum to match. Trusted by Big Four and many other top professional services firms globally, our AI-powered resource management platform is helping organisations to achieve extraordinary results.
Our platform stands apart as the only solution that combines advanced AI, real-time project financials, and firm-wide insights to elevate resource management to a strategic function. By driving profitable growth, powering confident decisions, and ensuring satisfied clients and teams—we're helping our customers build strong organisations and careers for the long term.
Why our customers love Dayshape:
- We help professional firms optimise margins and increase revenue, unlocking access to more profitable work.
- We provide complete operational visibility today and the tools to confidently predict tomorrow.
- We empower firms to become the places where top talent wants to work - and the best clients want to work with.
Recognised as Scotland’s fastest-growing tech company in the Deloitte Technology Fast 50 for three consecutive years and more recently as the Enterprise Digital Tech Business of the Year at the 2024 ScotlandIS awards, we’ve consistently proven our ability to innovate and deliver real impact—and we’re always looking for like-minded people to join us.
At Dayshape, our purpose is to improve people's working lives, and our culture is an important driving force in helping us to do just that. We're a friendly, inclusive, and ambitious team—driven by our values and a shared commitment to success. If you’re ready to join a fast-growing, high-impact company that’s reimagining resource management, then let’s talk.
About the role
As Dayshape continues to scale, our commercial organisation needs greater clarity, consistency, and pace to keep up with the pace of growth. Sales, Customer Success, and Marketing all rely on strong CRM (HubSpot) and data processes, reliable reporting, clear governance, and close cross-functional coordination to drive revenue growth, deliver great customer outcomes, and give senior leadership and the Board clear performance insight.
That's where you come in. Reporting to the Chief Revenue Officer and working closely with the commercial leadership team, you'll drive operational excellence across the commercial organisation—using your initiative to interrogate commercial data, surface actionable insight, and drive outcomes aligned to our growth priorities. This role is suited to a commercially minded operations professional with strong analytical capability, excellent stakeholder management skills, and a relentless focus on data accuracy and forecast predictability.
What you’ll do
Commercial Performance & Reporting
- Develop and maintain commercial reporting frameworks covering pipeline, bookings, revenue performance, customer metrics, and marketing effectiveness.
- Prepare the weekly, monthly, and quarterly commercial performance reports for executive leadership.
- Coordinate the preparation of Board reporting packs, ensuring accuracy, consistency, and clear narrative around commercial performance.
- Analyse trends, identify risks and opportunities, and provide recommendations to improve performance to the business leaders.
Sales Operations Support
- Manage and optimise sales processes, workflows, and governance.
- Maintain forecasting processes and support sales leadership with pipeline reviews and reporting.
- Ensure CRM data quality and adherence to defined sales stages and processes.
- Partner with Sales leaders to define KPIs, targets, and performance dashboards.
- Support territory planning, account segmentation, and sales planning activities as required.
Customer Success Operations Support
- Establish reporting on customer health, retention, renewals, expansion opportunities, and customer engagement metrics.
- Support the development and tracking of Customer Success objectives and performance indicators.
- Identify operational improvements that enhance customer experience and reduce churn.
- Collaborate with Customer Success leadership to improve lifecycle management processes.
Marketing Operations Support
- Work with Marketing to track campaign performance, lead generation effectiveness, conversion rates, and return on investment.
- Support lead management processes and alignment between Marketing and Sales teams.
- Provide visibility into funnel performance and identify opportunities to improve conversion.
- Assist with the measurement of marketing contribution to revenue outcomes.
Systems, Processes & Governance
- Act as a key administrator and business owner for commercial systems, including CRM and reporting tools.
- Identify opportunities to automate manual processes and improve operational efficiency.
- Develop and maintain documentation for commercial processes and policies.
- Drive continuous improvement initiatives across the commercial function.
Cross-Functional Collaboration
- Serve as a central point of coordination between Sales, Customer Success, Marketing, Finance, and senior leadership.
- Support strategic initiatives and commercial projects through analysis, planning, and execution.
- Facilitate regular operating rhythms, including performance reviews and planning cycles.
- Ensure alignment of metrics, definitions, and reporting across teams.
Requirements
About you
- Experience in Commercial Operations, Revenue Operations, Sales Operations, Business Operations, or a similar role.
- Strong analytical skills with the ability to interpret complex datasets and communicate insights clearly.
- Experience supporting multiple commercial functions, including Sales, Customer Success, and Marketing.
- Demonstrable experience preparing executive and Board-level reporting.
- Advanced proficiency in spreadsheet modelling and reporting tools.
- Experience using CRM platforms like HubSpot
- Strong project management and organisational skills.
- Excellent written and verbal communication skills.
- Ability to manage multiple priorities in a fast-paced environment.
- Confident communicating new ideas and challenging the status quo.
Bonus points if you have
- Experience within a PE-backed SaaS, technology, subscription, or high-growth business environment.
- Familiarity with business intelligence tools such as Power BI, Tableau, or Looker.
- Knowledge of revenue forecasting methodologies and commercial planning processes.
- Experience implementing or optimising commercial systems and processes.
- Experience using Co-pilot/Claude or other AI platforms to support the role's objectives.
- A commercially minded, detail-oriented, proactive, and collaborative approach, with the resilience and adaptability to balance strategic thinking with hands-on execution in a changing environment.
Benefits
What you’ll get
- Salary c. £50,000 - £60,000, dependent on experience
- At least £1,000 per year to spend on professional and personal development
- 33 days' holiday per year (including bank holidays), increasing by 1 day each year to a maximum of 40 days
- Paid four week sabbatical in your fifth anniversary year on top of your holiday entitlement
- Enhanced family leave policies
- Private health insurance, including dental and vision benefits
- Income protection and death in service cover
- Matched 5% auto-enrolment workplace pension scheme
- Access to wellbeing offerings, such as our Employee Assistance Programme and a dedicated counselling service
- Volunteering time – up to 20 hours a year to participate in volunteer work
- Regular All Hands meeting for inspiration and over-communication
- Time out of the working week for team socials each month, with a mix of in-person and virtual options: past events include hiking, family BBQs, board games and at-home cocktail classes!
- Genuinely nice, smart people to work with, who are excited about growing our company
Working Details
This is a full-time role (37.5 hours per week). We typically work from 09:00 - 17:30 from Monday to Friday, though we can be flexible around this, just let us know.
We’re ideally looking for someone in/around Edinburgh, though we’re open to the possibility of this being a remote role (as long as you're in the UK). We're making the most of hybrid working, so you won't need to come into the office everyday (unless you want to!).
We don't mandate required office time, but we find that most of the team enjoy working from home 2-3 days a week, and come into our office to connect with each other, make use of space, and for meetings.
Join the team!
Equality of opportunity is more than just a responsibility: we believe it’s a huge advantage to welcome a variety of experiences and perspectives into the team. Diversity is a great asset and, as such, we strongly encourage applications from any background.
This is your opportunity to really influence how we get things done, and how our company grows. We're doing well, but there's lots more to do in order to maintain the high bar and pace that we've set.
Everyone here is growing personally as the company grows, so if that sounds like something you’d like to be part of, we’d love to see your application.
Please note the successful candidate for this role will be subject to background checks and will have an opportunity to declare anything to us beforehand
