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Sales operations executive

Bourne End (MK43 0)
Robert Half
Operations executive
Posted: 28 April
Offer description

Sales Operations ExecutiveLocation: 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

Manage and maintain CRM opportunities from creation through to closure

Ensure accuracy, completeness, and alignment of all deal data

Maintain pipeline hygiene and support forecasting and reporting

Prepare and manage quotes, order forms, and Scope of Works (SOWs)

Ensure consistency, accuracy, and version control across documentation

Act as a quality checkpoint before handover to delivery teams

Track and support education grant activities, ensuring deadlines and compliance

Manage workflows using systems such as JIRA (or similar)

Coordinate project handovers from sales to delivery

Identify and improve operational inefficiencies

Liaise across Sales, Marketing, Delivery, and Finance

Support onboarding and training on systems and processes

Provide conference support, including reporting and travel coordination

Candidate Profile

3+ years' experience in Sales or Commercial Operations

Strong attention to detail and process-driven mindset

Highly organised with ability to manage multiple workflows

Experience with CRM systems and sales tools

Experience managing commercial documentation (quotes, SOWs)

Proactive, solutions-focused, and able to work autonomously

Strong communication and stakeholder coordination skills

Experience with Microsoft Dynamics, JIRA (or similar), and Microsoft Office preferred

Key Details

Temp to perm opportunity

Looking for candidates that are immediately available, and can start w/c 5th May

Based near High Wycombe

Hybrid working model

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. If you wish to apply, please read our Privacy Notice describing how we may process, disclose and store your personal data:

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