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For Companies At a Glance
- Tasks: Drive sales excellence by optimising processes and managing data insights.
- Company: Join Serve First CX, a high-growth company with global clients.
- Benefits: Competitive salary, collaborative culture, and direct impact on revenue.
- Other info: Opportunity for career growth in a performance-driven environment.
- Why this job: Shape and scale the sales function while making a real difference.
- Qualifications: 4-8+ years in Sales Operations and strong analytical skills required.
The predicted salary is between 45000 - 55000 £ per year.
The Sales Operations Manager at Serve First CX is responsible for driving operational excellence across the sales and business development functions. This role ensures the sales team has the right processes, data insights, tools, and performance frameworks to scale client acquisition. You will play a critical role in improving pipeline efficiency and accuracy, supporting outbound and inbound sales efforts, and enabling leadership to make data‑driven decisions that accelerate revenue growth.
Key Responsibilities
- Sales Process & Pipeline Management
- Design and optimise end‑to‑end sales processes (lead generation, closing handover)
- Monitor and improve pipeline velocity, conversion rates, and deal progression
- Implement structured sales stages and standardised workflows
- CRM & Data Management
- Own and manage CRM (HubSpot or equivalent), ensuring pipeline hygiene and data accuracy.
- Take ownership of sales‑related tools, including Apollo.
- Enforce CRM usage across SDRs, Account Executives, and leadership.
- Build dashboards for real‑time visibility on leads, deals, revenues, and forecasts.
- Reporting & Insights
- Track key sales metrics such as conversion rates, deal size, and sales cycle length
- Provide weekly and monthly insights to leadership
- Identify trends and opportunities to improve sales performance
- Forecasting & Revenue Planning
- Support accurate revenue forecasting and pipeline projections
- Identify risks in the pipeline and propose mitigation strategies
- Collaborate with leadership on sales targets and planning
- Sales Enablement
- Support onboarding of SDRs and Account Executives
- Ensure consistency in sales messaging and positioning
- Lead Generation & Performance Support
- Track outbound performance (calls, emails, meetings booked)
- Optimise lead qualification criteria and targeting
- Improve handoff processes from marketing to sales
- Cross-functional Alignment
- Partner with Operations for smooth client onboarding
- Work with Marketing on campaigns and lead quality
- Align with Finance on pricing and profitability
Key Performance Indicators (KPIs)
- Qualified meetings booked
- Pipeline value and growth rate
- Conversion rates across stages
- Sales cycle time
- Forecast accuracy
- CRM data completeness, adoption, and hygiene.
Qualifications
Experience
- 4–8+ years in Sales Operations or similar role
- Experience supporting outbound sales teams
- Proven track record in process optimisation and reporting
Skills & Competencies
- Strong analytical and reporting skills
- Experience with HubSpot is a mandatory qualification.
- Process‑driven and detail‑oriented
- Strong communication and stakeholder management
- Commercial awareness
Tools & Systems
- HubSpot, Google Sheets/Excel, Apollo, LinkedIn Sales Navigator
What Success Looks Like in 90 Days
- Structured CRM pipeline with accurate data
- Clear reporting dashboards are used by leadership
- Improved SDR tracking and accountability
- Resolved key bottlenecks in the sales funnel
Why Join Serve First CX
- High‑growth company with global clients
- Opportunity to shape and scale the sales function
- Collaborative and performance‑driven culture
- Direct impact on revenue and growth
Sales Operations Specialist in Milton Keynes employer: Serve First CX Limited
Contact Detail:
Serve First CX Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Sales Operations Specialist in Milton Keynes
✨Tip Number 1
Network like a pro! Reach out to people in your industry on LinkedIn or at events. A friendly chat can lead to opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its sales processes. Show us you understand their needs and how you can optimise their pipeline efficiency.
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience with CRM tools like HubSpot can help improve their sales performance. Confidence is key!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive.
We think you need these skills to ace Sales Operations Specialist in Milton Keynes
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Sales Operations Specialist role. Highlight your experience in sales processes, CRM management, and data analysis. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about sales operations and how you can contribute to our team. Be sure to mention any relevant tools you've used, like HubSpot or Apollo.
Showcase Your Achievements: When detailing your experience, focus on specific achievements that demonstrate your impact in previous roles. Numbers speak volumes, so include metrics like conversion rates or pipeline growth where possible!
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 don’t miss out on any important updates from our team!
How to prepare for a job interview at Serve First CX Limited
✨Know Your Sales Processes
Familiarise yourself with the end-to-end sales processes relevant to the role. Be ready to discuss how you would design and optimise these processes, especially around lead generation and closing handover. Showing that you understand pipeline management will impress the interviewers.
✨Master the Tools
Since experience with HubSpot is a must, make sure you know it inside out. Prepare to talk about how you've used CRM systems in the past to maintain data accuracy and improve pipeline hygiene. If you have experience with Apollo or similar tools, highlight that too!
✨Bring Data Insights
Be prepared to discuss key sales metrics like conversion rates and deal sizes. Think of examples from your previous roles where you tracked these metrics and provided insights that led to improved sales performance. This shows you can contribute to data-driven decision-making.
✨Show Your Collaborative Spirit
This role requires cross-functional alignment, so be ready to share experiences where you've worked with other teams, like Marketing or Operations. Highlight how you’ve supported onboarding or ensured consistency in messaging, as this will demonstrate your ability to work well in a team-oriented environment.