US•United States
Remote
Mid Level
Full Time
3 months ago
remotefull-timesales operationsSaaSCRMHubSpot
Requirements
- •Strong CRM administration and optimization experience including building dashboards, reports, workflows, and automations
- •3 - 5+ years of progressive Sales Operations experience
- •Experience selling or enabling and supporting sales at a SaaS company
- •Success maintaining pipeline hygiene
- •Foundational understanding of top-to-bottom sales funnel progression
- •Strong data analysis experience utilizing Sheets or Excel modeling
- •Marketing automation experience
- •Clear communication skills with ability to document processes and collaborate cross-functionally
- •Experience designing, facilitating, presenting, and tracking sales enablement materials
- •Self-driven desire to learn, grow, and develop in a multi-faceted role
What You'll Do
- •Define, measure and report on key sales metrics, top funnel data flows, pipeline health, deal progression, conversion rates, win/loss analysis and forecast accuracy
- •Maintain and optimize CRM (HubSpot) and sales tech stack including data integrity, workflows, dashboards, reports, and automation
- •Build and document scalable processes to optimize efficiency and reduce friction
- •Coordinate training materials, onboard new team members, manage playbooks, and ensure consistent use of tools and processes
- •Inform territory and quota planning, compensation plan modeling, forecasting, and resource allocation
- •Liaise between teams to ensure alignment, feedback, and continuous improvement
- •Monitor and identify operational bottlenecks, propose improvements, and implement solutions
- •Support data hygiene including clean pipelines, accurate CRM records, minimal duplication, and reliability
- •Generate regular reports and insights for leadership
- •Manage and optimize marketing automation workflows to ensure accurate lead capture, scoring, routing, and lifecycle progression
- •Develop and maintain documentation for processes, lead management, scoring, routing, and campaign operations
Nice to Have
- •Proactive problem-solver willing to identify and implement sales optimization solutions
- •Strong organization, collaboration, and prioritization skills
- •Experience building scalable sales processes including lead routing, opportunity creation, and quoting
- •Strong presentation skills
- •CRM expertise within Salesforce or HubSpot
- •Marketing automation experience within HubSpot and/or Marketo
- •Experience working in growth-stage companies
- •Experience working remotely in a globally distributed team
- •Experience working with business owners in fitness, yoga, wellness, spas and salons, classes, etc.
Benefits
- •Medical, dental and vision benefits
- •Home office equipment
- •Competitive salary paid bi-weekly
- •Flexible vacation policy
- •Robust holiday calendar including birthday off
- •Annual reimbursement stipend for health, wellness, and lifestyle
- •100% US remote position
- •Collaborative, supportive team environment
