Sales Operations Specialist
Serve First CX Limited
📍 Milton Keynes, England, United Kingdom
Job Description
About the Job: Sales Operations Specialist
Job Summary
The Sales Operations Specialist at Serve First CX owns the reporting and enablement backbone of the sales function, turning CRM and pipeline data into the 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 HubSpot and Claude. This role requires genuine HubSpot expertise, not just familiarity, and comfort using Claude as part of the daily reporting and enablement workflow.
Key Responsibilities
1. Reporting & Insights
Build and maintain dashboards in HubSpot for real-time visibility on leads, deals, revenue, and forecasts.
Track key sales metrics: conversion rates, deal size, sal...