
Sales Operations Specialist
2 days ago
We are seeking a highly organized and detail-oriented professional to join our team as a Sales Operations Specialist.
Key Responsibilities:
- Quote Administration
- Prepare and automate quotes for sales teams
- Monitor account upgrades, plan changes, and contract renewals
- Track payments and assist with collections
- Coordinate invoice records with the accounting team
- Crm Support
- Keep pipeline data clean and updated in HubSpot
- Monitor lead stages and flag inconsistencies
- Drive updates and follow-ups after pipeline meetings and deal reviews
- Support lifecycle tracking for upgrades, renewals, and new deals
- Sales Enablement
- Respond to client queries on pricing and help route support or technical questions
- Organize and maintain up-to-date sales enablement materials
- Support sales playbook creation and objection handling resources
- Tag and log key sales call transcripts and escalate insights as needed
- Administration
- Assist in preparing reports and internal documents
- Support manual scheduling and calendar coordination for high-priority calls
- Track and prepare dashboards to monitor KPIs and sales targets
- Help with internal task tracking and documentation
Requirements:
- 2+ years of experience in sales operations or administrative roles
- Proficient with HubSpot and Google Workspace; familiarity with tools like Notion or ClickUp is a plus
- Comfortable managing quotes and coordinating across multiple teams
- High attention to detail, with excellent written and verbal communication skills
- Strong organizational skills and ability to follow through independently
Benefits:
- Smooth deal processes and accurate documentation
- Timely administrative and reporting support for sales and success teams
- Clean and reliable trackers in HubSpot, Stripe, and internal systems
- Confidence in your follow-through, precision, and initiative
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