At a Glance
- Tasks: Support sales teams by organising pipeline activity and coordinating proposals.
- Company: Join Velstar, a dynamic agency focused on commercial growth.
- Benefits: Hybrid work, career progression, and a collaborative culture.
- Other info: Opportunity to work with ambitious eCommerce brands and improve commercial efficiency.
- Why this job: Be the backbone of our sales operations and drive agency success.
- Qualifications: Experience in sales operations and strong organisational skills required.
The predicted salary is between 30000 - 40000 £ per year.
Hybrid | UK (Liverpool / Leeds) | Full-time (Fixed-term for 6 months with the potential to go permanent)
At Velstar, strong commercial operations are critical to how we grow. We’re looking for a Sales Operations Executive to support our Sales and Account Management teams by keeping pipeline activity organised, proposals coordinated, and reporting accurate. This is a highly operational, detail-focused role for someone who thrives on organisation, enjoys keeping things moving, and wants to play a key part in supporting commercial growth across the agency.
The role
As Sales Operations Executive, you’ll act as the operational backbone of the commercial team, supporting senior salespeople and Account Managers across proposals, CRM management, reporting and inbound lead handling. This is a standalone role, so you’ll need to be proactive, self-sufficient and comfortable managing multiple priorities at once. You’ll be the person with visibility across the pipeline, ensuring opportunities progress smoothly and nothing slips through the cracks.
What You’ll Be Doing
- Coordinating proposals, RFPs, RFQs and tender responses across internal teams
- Supporting audit activity and gathering information that strengthens pitches and proposals
- Maintaining proposal content, case studies and capability materials alongside the Marketing team
- Ensuring pitch decks and sales materials remain accurate, current and on-brand
- Owning and maintaining HubSpot as the single source of truth for pipeline activity
- Monitoring pipeline health, identifying risks, stalls and opportunities
- Supporting the wider team with HubSpot best practice and consistent CRM usage
- Tracking sales cycle data and surfacing insights to support forecasting and prioritisation
- Acting as the first point of contact for inbound leads, qualifying and routing enquiries efficiently
- Ensuring every inbound lead is tracked through to a defined next step
- Producing weekly and monthly sales reports covering pipeline, activity and revenue forecasts
- Supporting accurate forecasting through strong pipeline visibility and reporting discipline
- Maintaining competitor tracking and surfacing relevant market insight
- Supporting senior salespeople and Account Managers with commercial operations and coordination
- Preparing meeting materials, briefing documents and follow-up summaries
- Helping coordinate proposals, renewals and upsell opportunities across accounts
What We’re Looking For
You’re highly organised, commercially aware and enjoy bringing structure to fast-moving teams. You’re confident working with data, coordinating multiple workstreams, and communicating clearly across different stakeholders. You’ll likely have:
- Experience in a sales operations, commercial support or agency coordination role
- Confidence using HubSpot or a similar CRM platform
- Strong understanding of pipeline management and reporting
- Excellent written communication skills, particularly for proposals and formal documents
- Strong organisational skills and attention to detail
- The ability to manage multiple deadlines and priorities simultaneously
- Confidence working with data and producing accurate reports
- A genuine interest in commercial growth and how businesses scale
Nice to have
- Experience within a digital or creative agency
- Familiarity with RFP and tender processes
- Exposure to sales forecasting or revenue reporting
What Success Looks Like
- High-quality, accurate HubSpot and pipeline management
- Strong inbound lead response and qualification rates
- Accurate sales forecasting and reporting
- Positive feedback from Sales and Account Management teams
- Reliable operational support that improves commercial efficiency
Why Velstar?
- Hybrid working (minimum 3 days per week in our Liverpool or Leeds office)
- A central role within a growing commercial team
- Exposure to strategy, sales and client growth across ambitious eCommerce brands
- A collaborative environment with clear opportunities for progression
- A culture that values organisation, ownership and continuous improvement
If you enjoy bringing structure to commercial operations and want to play a key role in supporting agency growth, we’d love to hear from you.
Sales Operations Specialist | Pipeline & CRM (Hybrid UK) in Leeds employer: Velstar | Shopify Platinum Partner Agency
At Velstar, we pride ourselves on fostering a collaborative and dynamic work environment that empowers our employees to thrive. As a Sales Operations Specialist, you'll enjoy the benefits of hybrid working, with a minimum of three days in our vibrant Liverpool or Leeds offices, while playing a crucial role in supporting our commercial growth. We offer clear opportunities for progression and a culture that values organisation, ownership, and continuous improvement, making Velstar an excellent employer for those looking to make a meaningful impact in the eCommerce sector.
Contact Details:
Velstar | Shopify Platinum Partner Agency Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Sales Operations Specialist | Pipeline & CRM (Hybrid UK) in Leeds
✨Tip Number 1
Get to know the company inside out! Research Velstar's values, recent projects, and their approach to sales operations. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral, which is always a bonus!
✨Tip Number 3
Prepare for the interview by practising common questions related to sales operations and CRM management. Think about how your skills align with the role and be ready to share specific examples of your past successes.
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email reiterating your enthusiasm for the role can leave a lasting impression and keep you top of mind for the hiring team.
We think you need these skills to ace Sales Operations Specialist | Pipeline & CRM (Hybrid UK) in Leeds
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Sales Operations Specialist role. Highlight your experience with CRM systems like HubSpot and any relevant sales operations skills that match what we're looking for.
Show Off Your Organisational Skills:Since this role is all about keeping things organised, give examples of how you've successfully managed multiple priorities in the past. We want to see your knack for detail and structure!
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language to demonstrate your excellent written communication skills, especially when discussing proposals or reports.
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 with Velstar!
How to prepare for a job interview at Velstar | Shopify Platinum Partner Agency
✨Know Your CRM Inside Out
Since the role heavily involves HubSpot or a similar CRM, make sure you’re familiar with its features and functionalities. Brush up on how to manage pipeline activities, track leads, and generate reports. Being able to discuss your experience with CRM systems confidently will show that you're ready to hit the ground running.
✨Showcase Your Organisational Skills
This position requires a high level of organisation and attention to detail. Prepare examples from your past experiences where you successfully managed multiple priorities or streamlined processes. Highlighting your ability to keep things moving smoothly will resonate well with the interviewers.
✨Prepare for Proposal Discussions
As you'll be coordinating proposals and RFPs, it’s crucial to understand what makes a compelling proposal. Familiarise yourself with best practices in proposal writing and be ready to discuss any relevant experiences. This will demonstrate your proactive approach and readiness to support the sales team.
✨Understand the Sales Cycle
Having a solid grasp of the sales cycle and how pipeline management works is essential. Be prepared to discuss how you’ve tracked sales data in the past and how you can contribute to accurate forecasting. Showing that you can provide insights based on data will highlight your commercial awareness.
