Sales Operations Executive
Location: Hybrid (Bucks area - between High Wycombe & Beaconsfield)
Contract: Full-time, Temp-to-Perm (6 months temp, permanent subject to performance)
Salary: Circa £35,000 equivalent (hourly rate)
Role Overview
This role is central to supporting the commercial function through strong operational processes, accurate data, and structured workflows. You will own CRM management, sales reporting, and commercial documentation, while acting as the key link between Sales and Delivery to ensure seamless project handovers.
Key Responsibilities
1. Manage and maintain CRM opportunities from creation through to closure
2. Ensure accuracy, completeness, and alignment of all deal data
3. Maintain pipeline hygiene and support forecasting and reporting
4. Prepare and manage quotes, order forms, and Scope of Works (SOWs)
5. Ensure consistency, accuracy, and version control across documentation
6. Act as a quality checkpoint before handover to delivery teams
7. Track and support education grant activities, ensuring deadlines and compliance
8. Manage workflows using systems such as JIRA (or similar)
9. Coordinate project handovers from sales to delivery
10. Identify and improve operational inefficiencies
11. Liaise across Sales, Marketing, Delivery, and Finance
12. Support onboarding and training on systems and processes
13. Provide conference support, including reporting and travel coordination
Candidate Profile
14. 3+ years' experience in Sales or Commercial Operations
15. Strong attention to detail and process-driven mindset
16. Highly organised with ability to manage multiple workflows
17. Experience with CRM systems and sales tools
18. Experience managing commercial documentation (quotes, SOWs)
19. Proactive, solutions-focused, and able to work autonomously
20. Strong communication and stakeholder coordination skills
21. Experience with Microsoft Dynamics, JIRA (or similar), and Microsoft Office preferred
Key Details
22. Temp to perm opportunity
23. Looking for candidates that are immediately available, and can start w/c 5th May
24. Based near High Wycombe
25. Hybrid working model
26. 35k Hourly Rate equivalent
Robert Half Ltd acts as an employment business for temporary positions and an employment agency for permanent positions. Robert Half is committed to diversity, equity and inclusion. Suitable candidates with equivalent qualifications and more or less experience can apply. Rates of pay and salary ranges are dependent upon your experience, qualifications and training.