Sales Operations Associate (Early Career)

Experience maintaining CRM systems (preferably HubSpot) or equivalent experience with related platforms. Basic comfort with Excel or Google Sheets for light reporting. Strong organizational skills and attention to detail. Experience supporting or managing structured sales processes is a plus. Ability to proactively manage tasks, to-dos, and project follow-ups with leadership.

Own and maintain accurate CRM (HubSpot) data, including entering new leads, updating contact records, and ensuring notes and deal stages are complete and current. Help build and maintain a sales activity plan (“Cookbook”), translating revenue goals into daily and weekly actions like prospect touches, follow-ups, and meetings booked. Prepare basic reports and dashboards in HubSpot or Excel to track activities, pipeline health, and progress toward goals. Attend meetings to take notes, transcribe key discussions, organize action items, and help manage leadership’s to-do lists to keep projects moving forward. Assist with client touchpoints such as thank-you gifts, follow-up emails, milestone communications, and sending handwritten notes. Support occasional marketing initiatives, such as coordinating prospect outreach or simple email campaigns. Proactively identify small improvements to sales workflows, templates, and CRM processes that improve efficiency and consistency. Help keep leadership focused and on track with key sales activities and deadlines, using reminders, updates, and weekly check-ins.