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Sales Operations Executive
Velstar | Shopify Plus Partner AgencySales Operations Executive supporting Sales and Account Management teams at Velstar. Coordinating proposals, managing CRM, and ensuring pipeline activity is organized.
About the role
Key responsibilities & impact- Coordinating proposals, RFPs, RFQs and tender responses across internal teams
- Supporting audit activity and gathering information that strengthens pitches and proposals
- Maintaining proposal content, case studies and capability materials alongside the Marketing team
- Ensuring pitch decks and sales materials remain accurate, current and on-brand
- Owning and maintaining HubSpot as the single source of truth for pipeline activity
- Monitoring pipeline health, identifying risks, stalls and opportunities
- Supporting the wider team with HubSpot best practice and consistent CRM usage
- Tracking sales cycle data and surfacing insights to support forecasting and prioritisation
- Acting as the first point of contact for inbound leads, qualifying and routing enquiries efficiently
- Ensuring every inbound lead is tracked through to a defined next step
- Producing weekly and monthly sales reports covering pipeline, activity and revenue forecasts
- Supporting accurate forecasting through strong pipeline visibility and reporting discipline
- Maintaining competitor tracking and surfacing relevant market insight
- Supporting senior salespeople and Account Managers with commercial operations and coordination
- Preparing meeting materials, briefing documents and follow-up summaries
- Helping coordinate proposals, renewals and upsell opportunities across accounts
Requirements
What you’ll need- Experience in a sales operations, commercial support or agency coordination role
- Confidence using HubSpot or a similar CRM platform
- Strong understanding of pipeline management and reporting
- Excellent written communication skills, particularly for proposals and formal documents
- Strong organisational skills and attention to detail
- The ability to manage multiple deadlines and priorities simultaneously
- Confidence working with data and producing accurate reports
- A genuine interest in commercial growth and how businesses scale
- Nice to have: Experience within a digital or creative agency
- Familiarity with RFP and tender processes
- Exposure to sales forecasting or revenue reporting
Benefits
Comp & perks- Hybrid working (minimum 3 days per week in our Liverpool or Leeds office)
- Exposure to strategy, sales and client growth across ambitious eCommerce brands
- A collaborative environment with clear opportunities for progression
- A culture that values organisation, ownership and continuous improvement
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
sales operationspipeline managementreportingdata analysisproposal writingRFP processestender processessales forecastingrevenue reporting
Soft Skills
written communicationorganizational skillsattention to detailtime managementprioritizationinterpersonal skills