Sales & Marketing Operations Lead

Business Services | UK Remote

We are seeking a Sales & Marketing Operations Specialist (Contract) to deliver a series of high-priority projects that will strengthen our go-to-market operations, improve data accuracy, and equip our teams with the dashboards, workflows, and insights they need to scale effectively 

About this role

We are seeking a Sales & Marketing Operations Specialist (Contract) to deliver a series of high-priority projects that will strengthen our go-to-market operations, improve data accuracy, and equip our teams with the dashboards, workflows, and insights they need to scale effectively.

This is a 6-month fixed-term contract, focused on building and implementing the infrastructure, processes, and reporting that will enable our Sales, Marketing, and Client Success teams to make data-driven decisions and drive sustainable revenue growth.

About You

A HubSpot expert with a love for data, process and strategy, you get a kick out of making operational decisions that support and enhance the flow of work. Sales and marketing teams working at their very best, supported by an insight-filled tech stack is your dream.

You’re a strategic thinker with strong problem-solving abilities who prides themself on their active listening skills. This lets you proactively identify and respond to business needs, resolving any issues or bottlenecks quickly.

You can communicate clearly, build trust and demonstrate business acumen. You understand industry trends and competitive landscapes and have a familiarity with revenue generation and other financial aspects of a business.

Key projects and deliverables

Below are the key priorities for this role, with flexibility to support with any related additional activity where required:

KPI & Performance Dashboards

• Design and implement dashboards in HubSpot (and other relevant tools) to track performance across Sales, Marketing, and Client Success.
• Build reporting frameworks for campaign performance, pipeline health, conversion metrics, and client retention.

Revenue Operations Dashboards

• Develop RevOps dashboards for Heads of Practice, providing visibility into revenue drivers, pipeline trends, and forecast accuracy.
• Standardise reporting structures for cross-team alignment.

Data Management & Governance

• Audit, clean, and structure CRM data to ensure accuracy, completeness, and usability.
• Implement processes to maintain data integrity going forward (deduplication, validation, and enrichment).

Lead Scoring Design & Implementation

• Define lead scoring criteria in collaboration with Sales & Marketing stakeholders.
• Configure and test lead scoring in HubSpot, ensuring accurate lead prioritisation.

Workflows & Automation

• Set up automated workflows, triggers, and notifications to streamline lead management, pipeline progression, and client engagement.
• Ensure workflows align with GTM strategy and support revenue growth.

GTM Process Documentation

• Document key go-to-market processes, including lead management, campaign execution, pipeline management, and reporting practices.
• Produce clear playbooks and guides for team adoption.

Skills and experience

• HubSpot Expert: Minimum 3 years’ experience configuring and optimising HubSpot Sales, Marketing, Service, and Operations Hubs.
• Dashboard & Reporting: Proven experience in designing KPI dashboards and performance reporting frameworks.
• Data Management: Strong background in CRM data hygiene, governance, and enrichment.
• Process & Workflow Design: Experience creating and automating workflows to improve efficiency and alignment.
• Revenue Operations Knowledge: Familiarity with RevOps principles and their application in B2B services.
• Strong Analytical & Communication Skills: Able to translate complex data into actionable insights for non-technical stakeholders.
• Project Delivery: Demonstrated ability to deliver projects on time in a fast-paced environment.=

The extras

• Holiday: 25 days plus BHs (UK) plus FLEXIBLE public holidays
• Day off for Birthday
• Volunteering Day
• Enhanced family leave, sick and bereavement leave (and counselling)
• Flexibility from day one
• Comfort from home - reimbursed office chair and eye care
• Profit share bonus scheme in place
• Refer a friend bonus
  
• Finally, but most importantly, a truly wonderful, supportive team