Commercial Operations and Strategy Lead
Share
Job Location:
Milton Keynes - UK
Yearly Salary:
£ 60000 - 75000
Posted on:
8 hours ago
Vacancies:
1 Vacancy
Job Summary
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 Isnt)
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
Key Skills
- Marketing
- Data Visualization
- Tableau
- Customer Segmentation
- Microsoft Powerpoint
- Investment Banking
- Strategic Planning
- Financial Modeling
- Customer relationship management
- Management Consulting
- Google Suite
- Analytics
