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
Success 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
Serve First CX is an exceptional employer that fosters a collaborative and performance-driven culture, providing employees with the opportunity to shape and scale the sales function in a high-growth environment. With a focus on operational excellence and data-driven decision-making, team members can expect meaningful contributions to revenue growth while enjoying robust support for professional development and career advancement. Located in a dynamic market, Serve First CX offers unique advantages such as global client exposure and the chance to work with cutting-edge tools like HubSpot.
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 current employees at Serve First CX on LinkedIn. A friendly message can go a long way in getting insider info and maybe even a referral.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research the company’s sales processes and think about how you can optimise them. Show us you’re ready to hit the ground running!
✨Tip Number 3
Practice your pitch! Be ready to explain how your experience aligns with the role. We want to hear how you’ve improved pipeline efficiency or managed CRM data in the past.
✨Tip Number 4
Don’t forget to follow up! After your interview, send a quick thank-you email. It shows your enthusiasm and keeps you fresh in our minds as we make decisions.
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 that show how you've improved pipeline efficiency or conversion rates.
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 the role. Plus, it shows you're keen on joining our team!
How to prepare for a job interview at Serve First CX
✨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. This shows you understand the core responsibilities of the Sales Operations Specialist.
✨Master the Tools
Since experience with HubSpot is mandatory, make sure you know it inside out. Prepare to talk about how you've used CRM systems in the past to manage data accuracy and pipeline hygiene. If you have experience with Apollo or similar tools, highlight that too!
✨Showcase Your Analytical Skills
Be prepared to discuss key sales metrics and how you've tracked them in previous roles. Bring examples of how your insights led to improved conversion rates or pipeline efficiency. This will demonstrate your strong analytical skills and ability to drive data-driven decisions.
✨Emphasise Cross-Functional Collaboration
Talk about your experience working with different teams, like Marketing and Finance, to ensure smooth operations. Highlight any specific projects where you aligned sales strategies with other departments, as this role requires a collaborative approach to achieve success.
