
Business Operations Specialist
7 days ago
The ideal candidate for this role is an organized professional with a passion for sales operations and revenue growth. In this position, you will be responsible for coordinating across multiple teams to ensure seamless execution of sales strategies.
Key Responsibilities:
- Quote-to-Cash Process Management
- Oversee the preparation and automation of quotes and invoices for sales and success teams
- Monitor account upgrades, plan changes, coupon application, and contract renewals
- Track payments, assist with collections, and support reconciliation of payments
- Coordinate invoice records and small refunds with the accounting team
- Crm & Sales Pipeline Support
- Ensure pipeline data remains clean and up-to-date in HubSpot (value, stage, close date)
- Monitor lead stages (mql, sql, opportunity) and flag inconsistencies
- Drive updates and follow-ups after pipeline meetings and deal reviews
- Support lifecycle tracking for upgrades, renewals, and new deals
- Sales Team Enablement & Support
- Respond to basic client queries on pricing and route support or technical questions
- Organize and maintain up-to-date sales enablement materials (contracts, templates, case studies)
- Support sales playbook creation, objection handling resources, and product faq updates
- Tag and log key sales call transcripts and escalate insights as needed
- Admin & Coordination
- Assist clients in preparing reports, internal documents, deal logs, and l10 summaries
- Support manual scheduling and calendar coordination for high-priority calls
- Track and prepare dashboards or weekly reports to monitor kpis and sales targets
- Help with internal task tracking and documentation in tools like notion, clickup, or google drive
Requirements:
- 2+ years of experience in sales operations, revenue operations, or administrative roles in a saas or b2b environment
- Proficient with hubspot, stripe, google workspace; familiarity with tools like notion, clickup, or airtable is a plus
- Comfortable managing quotes, invoices, 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
- Bonus: Understanding of saas subscription models, renewal cycles, or sales compensation
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