Sales Operations Executive

Responsibilities

• 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 Hub Spot as the single source of truth for pipeline activity
• Monitoring pipeline health, identifying risks, stalls and opportunities
• Supporting the wider team with Hub Spot 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

• Experience in a sales operations, commercial support or agency coordination role
• Confidence using Hub Spot 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 with in a digital or creative agency
• Familiarity with RFP and tender processes
• Exposure to sales forecasting or revenue reporting