At a Glance
- Tasks: Lead commercial operations and strategy, driving data-led decisions and project execution.
- Company: Join a high-growth B2B SaaS company focused on customer experience.
- Benefits: High autonomy, competitive salary, and opportunities for career advancement.
- Other info: Work closely with the CEO and Board in a dynamic, fast-paced environment.
- Why this job: Make a real impact by shaping the company's commercial growth and strategy.
- Qualifications: Strong analytical skills and experience in commercial operations or strategy.
The predicted salary is between 48000 - 72000 £ per year.
Location: Milton Keynes (Hybrid)
Reports to: CEO
Works closely with: CFO, Sales, Marketing, Customer Success, Product
Company stage: High-growth B2B SaaS + Services (CX Insight Platform)
Role Overview
Serve First is scaling rapidly and requires a single, trusted operator to sit alongside the CEO and act as the data, insight, and execution engine behind key commercial decisions. The Commercial Operations and Strategy Lead is a highly analytical, project-owning role that blends:
- Revenue commercial operations
- Strategic analysis and research
- Cross-functional project leadership and support
- Board-level decision support
This is a "Founders Associate / Chief of Staff" style position with ownership of RevOps, CRM, and commercial insight as core pillars. The role exists to ensure that decisions are data-led, projects are executed, and the Board always has clarity on what is happening in the business and why.
What Success Looks Like
- The CEO has clear, reliable insight into pipeline, revenue, growth levers, and risks.
- Commercial decisions are evidence-based, not instinct-led.
- Cross-functional initiatives move faster, with clear ownership and accountability.
- CRM and commercial data are clean, trusted, and actionable.
- Strategy turns into execution.
Key Responsibilities
- CEO Right Hand Partner - directly partner with the CEO to analyse commercial performance, evaluate growth options, and shape prioritised, data-led decisions across pricing, pipeline, retention, and expansion. Prepare analysis, insight packs, and decision briefs for leadership discussions. Pressure-test assumptions using data and research. Own follow-through: once decisions are made, ensure they are executed across the business. Support special projects, initiatives, and strategic workstreams as required.
- Commercial Revenue Operations Ownership - Own Serve First's commercial operating system, including; CRM (HubSpot), Pipeline architecture, Revenue reporting, Revenue Forecasting models. Ensure a single source of truth across; Leads, pipeline, and opportunities, Customers, retention, and expansion and Products, modules, and pricing. Maintain commercial hygiene and visibility across Sales, Marketing, CS, and Finance.
- Data, Insight Decision Support - Be the person behind the question: What does the data actually tell us? Analyse: Funnel conversion rates, Deal velocity and pipeline health, Retention, churn, and expansion, Pricing, discounting, and packaging performance. Build dashboards and models that leadership actually uses. Translate complex data into clear insight, recommendations, and actions.
- Project Ownership Cross-Functional Execution - Support high-impact initiatives end-to-end, such as: GTM or pricing changes, CRM rebuilds or optimisation, New sector or market entry analysis, Internal process improvements. Coordinate across teams to ensure alignment and delivery. Track progress, remove blockers, and drive accountability.
- Research, Strategy Growth Support - Conduct structured research into: New markets, sectors, or ICPs, TAM / SAM / SOM analysis, Competitive positioning and differentiation. Support strategic planning with evidence-backed recommendations. Help turn long-term vision into executable plans.
About You
This role suits someone who is analytical, commercially minded, and comfortable operating close to the Board.
Likely Backgrounds
- Founders Associate / Chief of Staff
- Commercial, finance, or strategy analyst
- Consulting or advisory background
- RevOps or commercial ops professional with strong analytical depth
- Early-stage or scale-up experience with broad exposure
Key Skills Traits
- Strong analytical and problem-solving capability
- Comfortable working with data, models, and CRM systems
- Commercially curious — understands how businesses actually make money
- Confident working with senior stakeholders and founders
- Highly organised, proactive, and ownership-driven
- Equally happy thinking strategically and executing tactically
What This Role Is (and Isn’t)
This role is:
- Data-driven
- Project-owning
- Board-facing
- Commercially focused
This role is not:
- A junior ops role
- A pure reporting function
- A sales admin position
- A narrow RevOps specialist
Why Join Serve First
- Work directly with the Board at a critical growth stage
- Shape how the company scales commercially
- High autonomy, high trust, high impact
- Exposure across strategy, revenue, and execution
- Opportunity to grow into a senior leadership role as the business scales
Commercial Operations And Strategy Lead employer: Serve First CX Limited
Serve First is an exceptional employer, offering a unique opportunity to work closely with the CEO and Board during a pivotal growth phase. With a strong emphasis on data-driven decision-making, employees enjoy high autonomy and trust, fostering a culture of innovation and accountability. The hybrid working model in Milton Keynes allows for flexibility while providing ample opportunities for professional development and advancement within a rapidly scaling B2B SaaS environment.
StudySmarter Expert Advice🤫
We think this is how you could land Commercial Operations And Strategy Lead
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at events. A personal connection can often get you in the door faster than a CV.
✨Tip Number 2
Prepare for those interviews! Research the company inside and out, especially their recent projects and challenges. This shows you're genuinely interested and ready to contribute.
✨Tip Number 3
Showcase your analytical skills! Be ready to discuss how you've used data to drive decisions in past roles. This is key for a position like Commercial Operations and Strategy Lead.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Commercial Operations And Strategy Lead
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Commercial Operations and Strategy Lead role. Highlight your analytical skills and experience in revenue operations, as these are key to what we’re looking for.
Showcase Your Data Skills:Since this role is all about data-driven decision-making, don’t shy away from showcasing your experience with data analysis and CRM systems. We want to see how you’ve used data to drive commercial success in your previous roles.
Be Clear and Concise:When writing your application, keep it clear and to the point. We appreciate straightforward communication, so make sure your insights and experiences shine through without unnecessary fluff.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity at Serve First!
How to prepare for a job interview at Serve First CX Limited
✨Know Your Numbers
As a Commercial Operations and Strategy Lead, you'll need to be comfortable with data. Brush up on key metrics like funnel conversion rates and revenue forecasting models. Be ready to discuss how you've used data to drive decisions in your previous roles.
✨Showcase Your Strategic Thinking
Prepare examples of how you've turned strategic insights into actionable plans. Think about times when you’ve supported high-impact initiatives or conducted market research. This will demonstrate your ability to think critically and execute effectively.
✨Be Ready for Cross-Functional Collaboration
This role requires working closely with various teams. Have examples ready that showcase your experience in leading cross-functional projects. Highlight how you’ve coordinated efforts across departments to achieve common goals.
✨Engage with the CEO's Vision
Understand the company's growth stage and the CEO's vision. Prepare thoughtful questions that show you're aligned with their goals. This will not only demonstrate your interest but also your readiness to be a trusted partner in decision-making.
