Sales Operations Executive

Michael Page
London

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.

Outreach Coordination
  • 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.

Sales Support
  • 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.

Process Improvement
  • 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.

CRM & Data Management
  • 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.
Posted 2026-08-06

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