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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, sales forecasting, and pipeline management, with strong data analysis skills using SQL and Power BI. Capable of driving sales performance insights and training teams on CRM best practices.
Highest-signal resume keywords
HubSpot Operations ExperienceSales Operations ReportingSQL ProficiencyData-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 ForecastingDeal ValidationData AnalysisReporting CadenceSales Velocity TrackingWin/Loss AnalysisConversion Rate AnalysisQuota ManagementCRM TrainingData Insights
Soft Skills
Commercial AwarenessCollaborationMentoring
Tools & Technologies
HubSpotPower BISQLAI ToolsCPQ Platforms
Industry Keywords
Sales OperationsRevenue ProjectionsFast-Moving EnvironmentPE-Backed BusinessSaaS Business
Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- Own pipeline reporting and forecasting, including 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 accurate deal classification and counting
- Own full-funnel reporting from lead through closed-won, including conversion rates, sales velocity and win/loss analysis
- Track core metrics and own dashboards providing a trusted view of sales performance
- Support go-to-market process design, territory and account assignment, and quota management with sales leadership
- Manage sales-facing HubSpot processes, pipeline stage definitions, deal data quality standards and workflow administration
- Identify and fix sales-funnel bottlenecks with Marketing
- Support commission and compensation reporting
- Partner with the Director of Revenue Operations and CRM/HubSpot Systems Architect on sales operations strategy and platform changes
- Build capability across the wider team through CRM training and upskilling
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
- Comfort working across Sales, Finance, Marketing and Customer Success
- Comfortable training and upskilling colleagues on CRM use
- Experience operating in a fast-moving, multi-system commercial environment involving CRM, CPQ, billing and systems
- Ability to bring siloed data together to drive real data insights
- Confident use of AI tools in day-to-day work
- Experience managing or mentoring junior sales operations colleagues (nice to have)
- Exposure to CPQ or billing platforms such as DealHub or Maxio alongside HubSpot (nice to have)
- Experience in a PE-backed or fast-scaling SaaS business (nice to have)
Benefits
Comp & perks- Collaborative and human culture
- People are genuinely looked after
- Real autonomy
- Investment in AI and genuine growth opportunities
- Opportunity for curious people to thrive
