Sales & Marketing Operations Specialist

London / Hybrid – Elephant & Castle
£40–50k, depending on experience

Installio is building the platform powering the next generation of clean energy installations across the UK.

Working with leading energy and electrification brands including Octopus Energy, E.ON Next, Good Energy, Aira, So Energy, Ample, Heatable, NIBE and The Electric Car Scheme, we combine proprietary technology with a national delivery network to deliver heat pumps, solar and home electrification at scale.

As our homeowner business grows, we’re looking for a Sales & Marketing Operations Specialist to connect our tools, automate customer journeys and improve how enquiries become installations.

The Role

You’ll work closely with our Head of Sales & Marketing to improve the systems and processes supporting our homeowner sales operation.

Your work will span HubSpot, Webflow, messaging platforms and proposal tools. You’ll identify where customers get stuck, where the team spends time on manual tasks, and how better processes and integrations can help.

You’ll take projects from identifying the problem through to implementation, testing and measuring the result, with specialist support available for more complex development.

What You’ll Do

• Optimise the sales journey: Improve lead allocation, proposal follow-up and handovers between sales and operations.

• Build in HubSpot: Develop workflows, pipelines, dashboards and reporting that help the team work efficiently.

• Work in Webflow: Build and update landing pages, forms and booking journeys, ensuring they connect correctly with our CRM and tracking.

• Improve consultation booking: Set up meeting links, consultant allocation, reminders and booking journeys using HubSpot or other scheduling tools where appropriate.

• Connect customer communications: Integrate WhatsApp and SMS into our follow-up journeys and explore automated response agents that help answer questions and book appointments.

• Connect our proposal tools: Improve how HubSpot works with Spruce and OpenSolar, reducing manual entry and keeping proposal information up to date.

• Manage integrations: Maintain Zapier automations, email parsing and partner lead feeds, monitoring issues and improving reliability.

• Improve reporting: Build accurate, repeatable partner reports and use conversion data to identify opportunities.

• Support new capabilities: Help develop quoting, proposal, invoicing and payment processes, including connections with Xero.

We’re Looking For

• Practical experience building HubSpot workflows, pipelines and reports

• Hands-on experience with Webflow or a similar website platform, with the ability to learn Webflow quickly

• Experience connecting tools through Zapier, Make, APIs or similar methods

• A good understanding of sales processes and customer journeys

• Confidence troubleshooting integrations, testing changes and maintaining accurate data

• Initiative to spot opportunities and take improvements through to completion

Experience with WhatsApp, SMS, automated response agents, Spruce, OpenSolar or Xero would be useful. You don’t need to know every tool already, but you should enjoy learning new platforms and making them work together.

Why Join Installio

Installio is helping solve one of the UK’s biggest infrastructure challenges: scaling the installation capacity needed for the transition to low-carbon homes.

You’ll join a growing climate tech business working with major energy brands, with the opportunity to shape the systems behind our expanding homeowner operation.

Benefits

• £40k–£50k salary

• Equity options in Installio

• 25 days holiday + bank holidays

• Gym membership

• Hybrid working: 3 days in our Elephant & Castle office

To apply, please share your CV and a brief example of a workflow, integration or customer journey you’ve built or improved.