Commercial Operations and Strategy Lead at Serve First CX Limited

Milton Keynes, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

27 Apr, 26

Salary

0.0

Posted On

27 Jan, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Analytical, Problem-Solving, Data, Models, CRM Systems, Commercially Curious, Stakeholder Management, Organized, Proactive, Ownership, Strategic Thinking, Tactical Execution

Industry

Research Services

Description

Commercial Operations and Strategy Lead Location: Milton Keynes (Hybrid) Reports to: CEO Works closely with: CFO, Sales, Marketing, Customer Success, Product Company stage: High-growth B2B SaaS + Services (CX & Insight Platform) Role Overview Serve First is scaling rapidly and requires a single, trusted operator to sit alongside the CEO and act as the data, insight, and execution engine behind key commercial decisions. The Commercial Operations and Strategy Lead is a highly analytical, project-owning role that blends: Revenue & commercial operations Strategic analysis and research Cross-functional project leadership and support Board-level decision support This is a "Founders Associate / Chief of Staff" style position with ownership of RevOps, CRM, and commercial insight as core pillars. The role exists to ensure that decisions are data-led, projects are executed, and the Board always has clarity on what is happening in the business and why. What Success Looks Like The CEO has clear, reliable insight into pipeline, revenue, growth levers, and risks. Commercial decisions are evidence-based, not instinct-led Cross-functional initiatives move faster, with clear ownership and accountability. CRM and commercial data are clean, trusted, and actionable. Strategy turns into execution. Key Responsibilities 1. CEO Right Hand Partner directly with the CEO to analyse commercial performance, evaluate growth options, and shape prioritised, data-led decisions across pricing, pipeline, retention, and expansion. Prepare analysis, insight packs, and decision briefs for leadership discussions Pressure-test assumptions using data and research Own follow-through: once decisions are made, ensure they are executed across the business Support special projects, initiatives, and strategic workstreams as required 2. Commercial & Revenue Operations Ownership Own Serve Firsts commercial operating system, including; CRM (HubSpot), Pipeline architecture, Revenue reporting, Revenue Forecasting models Ensure a single source of truth across; Leads, pipeline, and opportunities, Customers, retention, and expansion and Products, modules, and pricing Maintain commercial hygiene and visibility across Sales, Marketing, CS, and Finance 3. Data, Insight & Decision Support Be the person behind the question: What does the data actually tell us? Analyse: Funnel conversion rates Deal velocity and pipeline health Retention, churn, and expansion Pricing, discounting, and packaging performance Build dashboards and models that leadership actually uses Translate complex data into clear insight, recommendations, and actions 4. Project Ownership & Cross-Functional Execution Support high-impact initiatives end-to-end, such as: GTM or pricing changes CRM rebuilds or optimisation New sector or market entry analysis Internal process improvements Coordinate across teams to ensure alignment and delivery Track progress, remove blockers, and drive accountability 5. Research, Strategy & Growth Support Conduct structured research into: New markets, sectors, or ICPs TAM / SAM / SOM analysis Competitive positioning and differentiation Support strategic planning with evidence-backed recommendations Help turn long-term vision into executable plans About You This role suits someone who is analytical, commercially minded, and comfortable operating close to the Board. Likely Backgrounds Founders Associate / Chief of Staff Commercial, finance, or strategy analyst Consulting or advisory background RevOps or commercial ops professional with strong analytical depth Early-stage or scale-up experience with broad exposure Key Skills & Traits Strong analytical and problem-solving capability Comfortable working with data, models, and CRM systems Commercially curious — understands how businesses actually make money Confident working with senior stakeholders and founders Highly organised, proactive, and ownership-driven Equally happy thinking strategically and executing tactically What This Role Is (and Isn't) This role is: Data-driven Project-owning Board-facing Commercially focused This role is not: A junior ops role A pure reporting function A sales admin position A narrow RevOps specialist Why Join Serve First Work directly with the Board at a critical growth stage Shape how the company scales commercially High autonomy, high trust, high impact Exposure across strategy, revenue, and execution Opportunity to grow into a senior leadership role as the business scales

Responsibilities

The role involves partnering with the CEO to analyze commercial performance and support strategic initiatives. It also includes ownership of the commercial operating system and ensuring data-driven decision-making across the organization.