Sales Operations Specialist

2–5+ years in Sales Operations, RevOps, or CRM Administration Hands-on experience with HubSpot or similar CRM Mid–Senior level Sales Operations experience Strong background in sales automation and workflow design Experience supporting high-ticket or complex sales cycles preferred Highly systems-oriented and detail-driven Strong understanding of sales metrics and funnels Comfortable working cross-functionally with Sales, Marketing, Fulfillment, and Data Proactive problem-solver Clear communicator who can translate business needs into system logic

Own accuracy of HubSpot CRM configuration: pipelines, deal stages, properties, workflows, and permissions. Ensure every lead, deal, and contact has correct lead status’, lifecycle stages, ownership, and next steps. Maintain strict data hygiene standards. Enforce CRM usage standards. Build and maintain automation for lead routing, task creation, deal stage progression, and call outcomes. Reduce manual admin work for sales reps. QA all automations to ensure reliability and compliance. Maintain accurate, real-time visibility into pipeline value, velocity, close rates, conversion metrics, and core KPIs. Build and maintain sales dashboards for leadership. Support forecasting and revenue reporting. Manage and support integrations between HubSpot and dialers, calendars, payment platforms, and BI tools. Troubleshoot system issues and coordinate fixes. Translate sales process changes into CRM logic and automation. Partner with Sales Leadership to ensure systems reinforce desired behaviors. Create and maintain SOPs for sales roles, systems and workflows. Act as the point person for Sales Ops requests, improvements, and bug fixes. Support and respond to Sales Ops requests. Ensure CRM processes align with internal compliance standards. Maintain audit-ready records for sales activity and deal history. Partner with Security/IT on access control and data governance.