Senior Sales Operations Specialist | Role Overview
This role brings together CRM administration, SDR operations, partner management, reporting, enablement, and cross-functional process improvement.
Key areas of ownership include:
🔹 HubSpot CRM & Sales Operations
• Serve as a HubSpot Super Administrator, overseeing permissions, configuration, pipelines, properties, workflows, automation, dashboards, and reporting.
• Maintain CRM data quality, lead-routing rules, deal progression, and process standards.
• Troubleshoot system and reporting issues and implement scalable solutions.
• Evaluate new HubSpot features and recommend improvements to efficiency and user experience.
🔹 Express Account Management
• Own the Express and House Account pipeline and ensure accounts progress through the sales process.
• Review account accuracy, confirm ownership, and resolve missing information or stalled steps.
• Guide prospects and partners through onboarding, requirements, activation, and available resources.
• Manage Partnership Order Forms, W-9 verification, documentation, and internal handoffs.
🔹 Reporting, Analytics & Data Quality
• Build and maintain leadership dashboards, scorecards, and operational reports.
• Monitor pipeline health, sales performance, CRM HubSpot adoption, SDR activity, partner activity, and upsell engagement.
• Translate data into practical recommendations for coaching, workflows, and business decisions.
🔹 Sales Enablement & Training
• Deliver onboarding and continuing education related to HubSpot, products, and operational processes.
• Create SOPs, job aids, presentations, process guides, templates, and internal knowledge resources.
• Provide one-on-one support to strengthen process adherence, confidence, and CRM adoption.
🔹 PartnerHub Administration
• Support platform access, enrollment, onboarding, user questions, and issue resolution.
• Maintain PartnerHub documentation, training materials, and partner-facing resources.
• Collaborate with Sales, Partner Support, Billing, and Product to improve the partner experience.
🔹 Process Improvement & Cross-Functional Support
• Identify operational gaps and recommend practical, scalable improvements.
• Support product launches and new initiatives through CRM configuration, testing, documentation, communication, and training.
• Partner across Sales, Marketing, Product, Billing, Partner Support, and Operations to align processes and maintain business continuity.
This position serves as a central resource for CRM governance, sales workflows, SDR operations, PartnerHub, Express accounts, reporting, and institutional knowledge.
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