The Sales Operations Specialist is responsible for optimizing the efficiency and effectiveness of the sales team by managing processes, systems, reporting, and tools. This role acts as the operational backbone of the sales organization, ensuring smooth execution, data accuracy, and strategic insights that drive revenue growth.
RESPONSIBILITIES
- Conduct comprehensive audits to identify operational bottlenecks and inefficiencies in the existing workflow.
- Collaborate with cross-functional teams for data gathering and insights into current processes.
- Implement strategic initiatives for process improvement and workflow enrichment.
- Prioritize projects and opportunities based on data analysis, revenue impact, and overall team health.
- Evaluate and recommend opportunities for process automation using HubSpot and other tools.
- Create and maintain detailed documentation of processes, improvements, and automation solutions.
- Ensure the team has clearly defined goals, KPIs, and an MQL pipeline to exceed goals.
- Support forecasting, pipeline analysis, and strategic planning initiatives.
- Identify, design, and implement scalable processes to improve sales productivity.
- Continuously improve the lead-to-paid process by collaborating with the Marketing team regularly.
- Regularly audit the hub to ensure the tool is being used correctly.
- Own and maintain all HubSpot dashboards and reports.
- Evaluate, implement, and train the team on sales tools and automation platforms.
- Ensure sales teams have the necessary tools, resources, and content to succeed.
- Serve as a key liaison between the sales team and the stakeholders.
- Present outcomes, reports, forecasts, and ideas to stakeholders regularly.
Requirements:
- Proven ability to identify operational bottlenecks and inefficiencies, and implement strategic initiatives for process improvement and workflow enrichment.
- Strong capability in conducting data gathering, pipeline analysis, forecasting, and prioritizing projects based on data analysis and revenue impact.
- Expertise in managing and maintaining HubSpot (dashboards, reports) and other sales tools/automation platforms.
- Skill in creating and maintaining detailed documentation of processes, improvements, and automation solutions.
Minimum Technical and Work Environment Requirements:
- Internet Connection:
- Primary internet connection with a minimum speed of 15 Mbps.
- Backup internet connection with at least 10 Mbps.
- Backup connection must be capable of supporting work during a power outage.
- Primary Device:
- Desktop or laptop equipped with at least:
- Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor.
- A minimum of 8 GB RAM.
- Backup Device:
- Must meet or exceed the performance of an Intel Core i3 processor.
- Must be functional during power interruptions.
- A functioning webcam.
- A noise-canceling USB headset.
- A quiet, dedicated home office space.
- Peripherals and Workspace: A smartphone for communication and verification purposes.
Benefits:
- Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth.
- Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field.
- Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward.
- Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards.
- Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment.
- Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.
