Sales Ops Leader - HubSpot & Pipeline Optimizer

Zero Surplus; Reading; On-site; GBP 55,000 - 75,000; Full time

Job summary

Zero Surplus is seeking a Sales Operations Manager to own HubSpot, CRM discipline and the data that powers revenue. You will work across Sales, Marketing, Finance and the CEO to optimize processes and build dashboards that drive faster, smarter selling.

This hands-on role requires 3–5 years in Sales Ops or a similar function, with strong Excel skills and a track record in FinTech or SaaS. You will translate raw data into actionable commercial recommendations and help improve forecast accuracy.

Qualifications

• 3–5 years in Sales Operations, Revenue Operations or a sales-focused commercial role.
• Experience with FinTech, SaaS or technology-led businesses is useful.
• Strong HubSpot expertise and ability to configure pipelines and dashboards.
• Excellent Excel and data storytelling skills.

Responsibilities

• Own HubSpot and ensure data cleanliness, workflows and pipeline stages support sales.
• Build and improve sales workflows, automation and pipeline stages to reduce bottlenecks.
• Collaborate with Sales to improve CRM adoption and data quality.
• Create dashboards covering pipeline health, conversion and deal velocity.
• Run regular pipeline reviews and challenge optimistic assumptions.
• Produce quarterly revenue forecasts using historical data and trends.
• Ensure CRM data quality and maintain consistency across teams.
• Analyse acquisition, renewal, expansion and churn to inform strategy.
• Support commercial planning around territory coverage and capacity.
• Translate data into actionable recommendations for leadership.
• Help new salespeople onboard HubSpot, processes and tools.

Skills

CRM basics

Data analysis

Dashboard creation

Forecasting

Cross-functional collaboration

Tools

HubSpot

Job description

Zero Surplus is seeking a Sales Operations Manager to own HubSpot, CRM discipline and the data that powers revenue. You will work across Sales, Marketing, Finance and the CEO to optimize processes and build dashboards that drive faster, smarter selling.

This hands-on role requires 3–5 years in Sales Ops or a similar function, with strong Excel skills and a track record in FinTech or SaaS. You will translate raw data into actionable commercial recommendations and help improve forecast accuracy.