Sales Operations Executive
Portsmouth, Hampshire County, PO5, England, UK
Listed on 2026-08-01
-
Sales
CRM System -
Business
CRM System
Sales Operations Executive
- Location: Kent / Hybrid
- Department: Sales Operations
- Reporting to: Sales Operations Manager
- Salary: £28,000
- Discretionary Team Bonus paid quarterly on completion of probation
- Auto-enrolment to the company pension scheme – contributions are 5% employee and 3% employer
- Laptop and equipment
- Optional Paycare Healthcare Scheme at level 4
- Group Insurance Policy
- 25 Days Annual Leave plus Bank Holidays increasing with service
- Cycle to work Scheme
- Free in-office snacks
- Flexible Hybrid working 2 days in office, 3 days working from home
- Training and Support
Are you highly organised, detail-oriented and passionate about delivering exceptional customer experiences?
We’re looking for a Sales Operations Executive to play a pivotal role in supporting our Sales Team, ensuring opportunities are managed efficiently, clients receive outstanding service, and our systems and processes run smoothly.
This is a fantastic opportunity for someone who enjoys working across multiple teams, improving processes, managing CRM systems, and contributing directly to business growth.
As a Sales Operations Executive, you’ll be the engine behind our sales operation, ensuring leads, enquiries and customer requests are processed accurately and efficiently.
You will work closely with Sales, Marketing, Finance and wider business teams to support revenue growth, maintain excellent service standards and drive continuous improvement across our sales processes.
You’ll also act as a key administrator for Hub Spot, supporting users across the organisation and helping maximise the value of our CRM platform.
- Allocate new sales leads to Account Executives and relevant teams in line with agreed processes and service levels.
- Monitor and manage enquiries generated through marketing campaigns.
- Support the timely transfer of client business from other Certification Bodies.
- Process Partner Programme referral payments accurately and on time.
- Assist the Sales Operations Manager with a variety of operational and reporting activities.
- Monitor customer feedback and help identify opportunities for service enhancement.
- Support the delivery of sales and cross-sales objectives across the business.
- Continually identify opportunities to improve efficiency, quality and customer outcomes.
- Act as a Hub Spot Super Admin and primary point of contact for CRM support.
- Manage user accounts, permissions, teams and security settings.
- Maintain system health, data quality and overall platform performance.
- Support users across multiple departments with Hub Spot queries and troubleshooting.
- Deliver onboarding and ongoing training for Hub Spot users.
- Escalate and resolve CRM-related issues effectively.
- Provide information on relevant consultancy and support services.
- Ensure customers receive accurate, timely and helpful information throughout their journey.
- Contribute to maintaining exceptional levels of customer satisfaction.
We’re looking for someone who is:
- Highly organised with excellent attention to detail
- A strong communicator with a collaborative approach
- Confident working with CRM systems, ideally Hub Spot
- Comfortable managing multiple priorities in a fast-paced environment
- Proactive, self-motivated and solution-focused
- Passionate about delivering excellent customer experiences
- Analytical with a continuous improvement mindset
- Professional, trustworthy and committed to high standards
- Experience in a sales support, sales operations or business administration role.
- Strong administrative and organisational skills.
- Excellent written and verbal communication skills.
- Experience working with CRM systems.
- Good Microsoft Office skills, particularly Excel.
- Ability to work accurately and manage competing priorities.
- Hub Spot administration experience.
- Experience supporting sales or commercial teams.
- Knowledge of customer service and lead management processes.
In this role, you will help:
- Support the achievement of sales and cross-sales targets.
- Ensure sales opportunities are handled efficiently and compliantly.
- Mainta…
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