Commercial Operations Partner

Requirements:

• 2+ years of experience in commercial operations, revenue operations, or business operations within a technology organization
  
• Strong CRM proficiency (HubSpot preferred), including workflow automation
  
• Experience using automation tools such as Zapier, Make, n8n or similar
  
• Strong Excel skills (analysis, reconciliation, structured reporting)
  
• Experience in improving processes and reducing manual operational work
  
• Comfort working with structured data and improving reporting logic
  
• Clear written communication and ability to translate analysis into action
  
• Confidence to challenge inconsistencies and enforce standards
  
• Comfortable operating in a fast-paced, scaling startup environment
  

• Pipeline Governance & Weekly Review
  
• Run and continuously improve the weekly pipeline review
  
• Set the agenda and keep discussions focused on facts, risks, and next steps
  
• Challenge unclear or inconsistent updates
  
• Capture decisions and circulate same-day action notes with owners and deadlines
  
• Follow up to ensure commitments are completed
  
• Refine meeting inputs and reporting as pipeline volume scales
  
• CRM Ownership, Data Discipline & Automation
  
• Maintain a clear, accurate internal view of pipeline status, ownership, and next steps
  
• Ensure stages, required fields, and key properties are complete and up to date
  
• Prevent duplicates and resolve inconsistencies
  
• Enforce CRM best practices and redirect off-system activity back into the CRM
  
• Identify opportunities to automate repetitive tasks, reminders, field updates, and reporting
  
• Propose and implement workflow automation within HubSpot (or equivalent) to improve consistency
  
• Strengthen CRM structure to reduce manual intervention over time
  
• Commercial Insights & Decision Support
  
• Review dashboards and exports to identify trends, risks, and inefficiencies
  
• Produce concise insight notes outlining what’s happening, why it matters, and recommended action
  
• Reconcile reporting discrepancies and align stakeholders around a single source of truth
  
• Improve dashboards and reporting logic to increase visibility and reduce manual analysis
  
• Commercial Execution Support
  
• Support lead research and list building based on defined commercial criteria
  
• Assist in refining outreach emails and sequences
  
• Ensure all leads, activities, and responses are accurately captured in the CRM
  
• Identify patterns in outreach performance and recommend optimisation
  
• Introduce simple automation to streamline outreach tracking and follow-ups
  
• Scaling Commercial Operations
  
• Identify manual work, bottlenecks, or recurring issues that won’t scale
  
• Propose and implement lightweight fixes (process changes, templates, automation, clearer definitions)
  
• Document and reinforce standard ways of working
  
• Reduce operational dependency on ad hoc spreadsheets or off-system tracking