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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in HubSpot operations and sales processes, with a strong focus on reporting, data analysis, and pipeline management. Capable of driving data-driven decision-making and collaborating across multiple departments to enhance sales performance.
Highest-signal resume keywords
HubSpot Operations ExperienceSQL ProficiencySales Operations ReportingData-Driven Decision-MakingPipeline Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales OperationsReportingData AnalysisForecastingDeal ValidationPipeline ManagementSales Performance MetricsCommercial AwarenessAI Tool UtilizationTraining and Upskilling
Soft Skills
CollaborationMentoringCommunication
Tools & Technologies
HubSpotPower BICRM SystemsCPQ PlatformsBilling Systems
Industry Keywords
SaaSPE-BackedSales FunnelRevenue OperationsGo-To-Market Process
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own the day-to-day running of Sales Operations
- Work closely with the Director of Revenue Operations to keep the function well governed and consistently delivered
- Serve as the operational backbone for the sales team's use of HubSpot
- Drive sales processes, reporting, and platform discipline
- Build capability across the wider team so expertise is not concentrated in one person
- Own pipeline reporting and forecasting, including building, maintaining, and challenging sales forecasts, pipeline reviews, and revenue projections
- Manage deal validation and booking rules for new business, upsell, cross-sell, and renewals
- Review pricing, discounts, and non-standard terms to ensure deals are classified and counted correctly
- Own full-funnel reporting from lead through closed-won
- Report on conversion rates, sales velocity, and win/loss analysis
- Track core metrics and own dashboards providing a single trusted view of sales performance
- Support go-to-market process design, territory and account assignment, and quota management with the CRO's sales leadership team
- Manage sales-facing HubSpot processes, including pipeline stage definitions, deal data quality standards, and workflow administration
- Identify and fix sales-funnel bottlenecks
- Work with Marketing on lead response times and qualification criteria
- Support commission and compensation reporting
- Partner with the Director of Revenue Operations and CRM/HubSpot Systems Architect on sales operations strategy and platform changes
Requirements
What you’ll need- Proven HubSpot operations experience, ideally at enterprise scale
- Strong hands-on reporting and data skills
- Comfortable with SQL, Power BI or similar data manipulation tools
- Track record of building sales operations reporting for every level of the business
- Strong understanding of sales operations, pipeline management, forecasting support, deal validation, and reporting cadence
- Strong data-driven decision-making skills and commercial awareness
- Comfortable working across Sales, Finance, Marketing, and Customer Success
- Comfortable training and upskilling colleagues on CRM use
- Experience in a fast-moving, multi-system commercial environment, including CRM, CPQ, billing, and systems
- Ability to bring siloed data together to drive data insights
- Confident use of AI tools in day-to-day work
- Actively seeks new ways to apply AI tools to improve work
- Experience managing or mentoring junior sales operations colleagues (nice to have)
- Exposure to CPQ or billing platforms such as DealHub or Maxio (nice to have)
- Experience in a PE-backed or fast-scaling SaaS business (nice to have)
Benefits
Comp & perks- Collaborative and human culture
- Employees are genuinely looked after
- Real autonomy
- Opportunity to work in a fast-growing company investing heavily in AI
- Opportunities for professional growth and development
- Products that make working lives easier and provide meaningful customer value
