About Advisicon

Advisicon is a technology consulting firm specializing in project, work, and portfolio management solutions that help organizations improve visibility, alignment, and execution. Our team partners with clients across strategy, implementation, training, and organizational transformation, with deep expertise in Microsoft technologies and enterprise work management practices.

Why This Role Matters

This is a unique opportunity to help shape and scale the sales function within a growing consulting organization. The person in this role will play a foundational role in building the systems, processes, and operational structure that support future growth while also helping support active sales efforts during an important stage of expansion.

Position Summary

Advisicon is seeking a Sales Operations Lead to build and operationalize the systems, processes, and structure that support a scalable sales function within a growing technology consulting organization.

This is a foundational role designed for a hands-on leader who is equally comfortable building the operational backbone of sales and actively participating in the sales process during an early stage of growth.

Approximately two-thirds of this role will focus on designing and implementing sales infrastructure, including CRM optimization, pipeline management, reporting, forecasting, sales process development, and compensation administration. The remaining portion of the role will involve supporting active sales efforts, including participation in sales calls, opportunity management, proposal coordination, and helping advance deals through the pipeline.

The ideal candidate has experience supporting or leading sales operations within consulting, professional services, SaaS, or technology organizations and is comfortable operating in an evolving environment where systems are still being built.

Key ResponsibilitiesSales Operations & Infrastructure

Design, document, and implement scalable sales workflows from lead intake through close and handoff to delivery
Build and maintain CRM architecture, opportunity stages, forecasting inputs, dashboards, and reporting standards
Establish pipeline governance, sales documentation standards, and operational best practices
Develop reporting and visibility into pipeline health, deal movement, forecasting, and sales performance
Identify operational bottlenecks and implement process improvements to improve efficiency and scalability

Sales Execution & Revenue Support

Participate in sales calls, discovery conversations, and deal progression activities as needed
Support opportunity strategy, proposal coordination, contract routing, and deal tracking
Help ensure opportunities move consistently through the pipeline with clear ownership and follow-up
Collaborate with leadership to create more scalable and consistent sales operations

Sales Compensation Administration

Administer and maintain sales compensation structures, rules, and tracking mechanisms defined in partnership with leadership and finance
Track bookings and commissionable events and ensure accuracy in reporting
Support transparency and consistency in compensation-related processes

Cross-Functional Alignment

Partner with leadership, finance, delivery, marketing, and partner managers to support the full revenue lifecycle
Improve alignment between marketing-generated opportunities, sales follow-up, and pipeline visibility
Ensure smooth transition from closed sales to consulting delivery through clear documentation and expectations

Required Qualifications

5+ years of experience in sales operations, revenue operations, business development, or related sales support leadership roles
Experience building or optimizing CRM systems, pipeline processes, and sales workflows
Experience supporting or participating in B2B sales environments, preferably within consulting, professional services, SaaS, or technology organizations
Strong understanding of sales process management, forecasting, pipeline discipline, and opportunity progression
Comfort participating in client-facing sales activities and supporting active deal movement
Strong analytical, organizational, and process design capabilities
Excellent written and verbal communication skills
Ability to operate independently in an evolving, growth-oriented environment
Bachelor’s degree in business, marketing, operations, or a related field preferred, or equivalent practical experience

Success Measures

Success in this role will be demonstrated by:

A clearly defined and consistently followed sales process
Improved CRM data quality, forecasting visibility, and pipeline hygiene
Increased consistency in opportunity movement and follow-up across the sales lifecycle
Strong operational alignment between sales, marketing, finance, and delivery
A scalable sales infrastructure that supports future growth and team expansion
Reduced dependency on leadership for day-to-day sales coordination and operational oversight

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Sales Operations Lead