Sales Operations Specialist

About the Job:
Sales Operations Specialist

The Sales Operations Specialist at Serve First CX owns the reporting and enablement backbone of the sales function, turning CRM and pipeline data into dashboards, forecasts, and insights leadership needs to make decisions - and ensuring the sales team has the tools, training, and messaging to act on them. You are the single source of truth for sales performance data, and the person who makes sure that data drives action.

Serve First CX runs deep on Hub Spot and Claude. This role requires genuine Hub Spot expertise, not just familiarity, and comfort using Claude as part of the daily reporting and enablement workflow.

• Reporting & Insights
  • Build and maintain dashboards in Hub Spot for real-time visibility on leads, deals, revenue, and forecasts.
  • Track key sales metrics: conversion rates, deal size, sales cycle length, pipeline velocity.
  • Deliver weekly and monthly performance insights to leadership, highlighting trends, risks, and opportunities.
  • Use Claude to accelerate reporting – synthesising Hub Spot data into leadership‑ready summaries.
  • Support revenue forecasting and pipeline projections; flag risks and propose mitigations.
• Sales Enablement
  • Onboard SDRs and Account Executives on Hub Spot usage, Claude‑assisted workflows, and sales processes.
  • Maintain consistency in sales messaging and positioning across the team.
  • Equip reps and leadership with the training, playbooks, and tools needed to hit performance targets.
  • Translate reporting insights into coaching points and process improvements.
• CRM & Data Management
  • Own Hub Spot as the core CRM, ensuring pipeline hygiene and data accuracy.
  • Manage sales tools, including Cognism, Apollo, and Linked In Sales Navigator.
  • Enforce CRM usage and data standards across SDRs, Account Executives, and leadership.
• Sales Process & Pipeline Support
  • Maintain standardised sales stages and workflows to keep reporting data clean and comparable.
  • Monitor pipeline progression and flag bottlenecks for leadership and the team.
• Cross‑functional Alignment
  • Share lead quality and funnel data with Marketing to improve handoff and targeting.
  • Provide pipeline and forecast data to Finance to support pricing and profitability decisions.
  • Align with Operations on data needed for smooth client onboarding.

• Reporting accuracy and timeliness (weekly/monthly)
• Forecast accuracy
• CRM data completeness, adoption, and hygiene
• Dashboard usage by leadership
• SDR/AE ramp time and enablement satisfaction
• Pipeline value, conversion rates, and sales cycle time

• 4+ years in Sales Operations, Revenue Operations, or a similar reporting/enablement-focused role.
• Track record of building dashboards and reporting frameworks used by leadership.
• Experience onboarding or enabling sales teams (SDRs/AEs).

• Hub Spot expertise is essential – advanced, hands‑on experience with pipelines, workflows, reporting, and dashboards.
• Comfortable using AI tools such as Claude to speed up reporting and enablement work.
• Strong analytical and reporting skills; comfortable turning raw data into clear insights.
• Experience designing training or enablement materials.
• Process‑driven, detail‑oriented, and comfortable working across functions.
• Strong communication and stakeholder management, particularly with leadership.

• Hub Spot (advanced level), Claude, Cognism, Apollo, Linked In Sales Navigator.

• Clear, accurate reporting dashboards in active use by leadership.
• Clean, structured CRM pipeline supporting reliable reporting.
• SDRs and AEs onboarded with consistent messaging and improved tracking.
• Key funnel bottlenecks identified and reported, with mitigation plans in motion.

• High‑growth company with global clients.
• Opportunity to build the reporting and enablement function from the ground up.
• Collaborative, performance‑driven culture.
• Direct, visible impact on how leadership makes revenue decisions.