This role exists to bring consistency, follow-through, and operational reliability to our revenue engine.
We’re hiring a Sales Operations Coordinator to own the execution layer of our sales process — ensuring prospects are qualified, follow-up is timely, systems are accurate, and nothing falls through the cracks. You’ll work directly with the CEO to manage the operational details that allow her to focus on closing high-value manufacturing clients.
HubSpot is the backbone of our sales operation. Deep HubSpot expertise is critical to success in this role, but this is not “just” a CRM job. You’ll use HubSpot to coordinate people, processes, and follow-through across the full sales lifecycle — from first contact to signed agreement.
This is a hands-on execution role, not a strategy or closing role. If you take pride in clean systems, tight follow-up, and operational excellence behind the scenes, you’ll thrive here.
Primary Responsibilities
1. HubSpot System Ownership (Core Responsibility)
- Build and maintain workflows for lead nurturing, follow-up sequences, pipeline automation
- Configure contact properties, deal stages, custom fields aligned to our 5-stage sales process
- Create email automation sequences for different prospect segments
- Maintain data integrity—no ghost deals, no stale data
- Manage integrations (Salesforge, Zoom Info, Fathom/Fireflies, Google Calendar)
- Generate pipeline reports and forecasting dashboards
- Train team on HubSpot best practices
- Support client HubSpot implementations (growth opportunity)
2. Lead Screening & Qualification
- Review and screen incoming leads using defined qualification criteria
- Apply qualification criteria
- Take action via automated sequences: advance, request clarification, or decline
- Document disposition in HubSpot, flag edge cases to CEO
- Maintain lead scoring rules
3. Sales Follow-Up & Pipeline Management
- Monitor pipeline health daily — stalled deals, overdue tasks, missing follow-up
- Track contracts, agreements, and deal progress to close
- Surface risks, delays, or urgent issues to the CEO proactively
- Support forecasting and pipeline reporting as the business scales
4. Sales Call Prep & Research
- Prepare sales call briefs using HubSpot data, research, and prior context
- Ensure calls are fully prepped, documented, and recorded
- Execute post-call follow-ups same day via HubSpot sequences
- Track next steps, reminders, and commitments to ensure momentum continues
5. Systems & Process Support
- Support ongoing improvements to sales systems and workflows
- Train internal team members on HubSpot best practices and process adherence
- Coordinate sales-related logistics, tools, and integrations as needed
- Help ensure systems can scale as pipeline volume increases
Critical Success Factors
- HubSpot expertise is the foundation — You own the system that will guide our sales efforts
- Systematic automation — Minimize manual work through smart workflows
- Data integrity is sacred — HubSpot = single source of truth
- Zero deals fall through cracks — Automation ensures nothing is forgotten
- Independent execution — Carry the confidence and knowledge to work independently with the CEO’s approval of your plans
Required Experience
Must-Have:
- 5+ years HubSpot proficiency including workflows, sequences, pipelines, automation, custom properties, reporting, integrations
- HubSpot certification strongly preferred (Sales Hub, Marketing Hub, or Revenue Operations)
- B2B sales operations background supporting sales teams, managing pipelines, forecasting
- Technical aptitude for tools, automation platforms (Zapier, APIs), Google Workspace
- Excellent written communication for professional follow-ups and documentation
- Self-directed execution with minimal oversight, process-oriented mindset
What Success Looks Like
- HubSpot is 100% accurate and current—pipeline always reflects reality
- Workflows execute automatically without manual intervention
- CEO focuses on closing—all prep, follow-up, and admin handled systematically or by you
- Zero deals fall through cracks—every prospect tracked and moved forward
- Team operates confidently in HubSpot based on your training
- Systems can handle 2x pipeline growth without breaking
Applications close February 20, 2026.
