Sales Operations Executive

Key responsibilities will include: Lead Management

• Proactively research and prepare client and contact lists generated from MD's email, referrals.
• Prepare comms and outreach schedule to ensure they are consistent, structured and tailored.
• Build and maintain target account and prospect lists.
• Support the identification of new commercial opportunities across target sectors.

• Develop and manage outreach schedules for Group Managing Director.
• Coordinate email, telephone and LinkedIn follow-up activity.
• Ensure leads are contacted within agreed timescales.
• Track engagement and follow-up actions through HubSpot.
• Monitor campaign and outreach performance.
• Prepare client briefing notes ahead of meetings, including company background, recent news, key stakeholders, existing relationships and potential opportunities.

• Support the Group Managing Director with commercial administration and reporting.
• Prepare sales documentation, presentations and meeting materials.
• Assist in maintaining sales pipelines and opportunity tracking.
• Coordinate internal meetings and sales activity planning sessions.
• Support bid, proposal and RFP administration when required.

• Continually identify opportunities to improve sales processes and efficiency.
• Develop and maintain best-practice procedures within HubSpot.
• Create and maintain documentation for sales workflows and processes.
• Help drive adoption of CRM processes across the commercial team.

• Own and maintain the quality, accuracy and organisation of sales data within HubSpot.
• Manage prospect, client and opportunity records.
• Ensure CRM information is up to date, complete and properly segmented.
• Identify gaps, inconsistencies and opportunities to improve data quality.
• Produce reports and dashboards to support sales activity and decision-making.
• Support the ongoing development of HubSpot AI tools, workflows, automations and AI agents to continually improve the effectiveness and efficiency of the sales process.