Sales Operations Specialist

Summary of Role

We are seeking a versatile and highly adaptable Sales Operations Specialist to manage a multi-functional role supporting internal revenue operations, client services, and infrastructure projects. This position is designed for a proactive utility player who can navigate shifting weekly priorities across HubSpot and Salesforce while driving operational excellence and compliance.

Key Responsibilities:

Internal Revenue Operations (RevOps) (60%)

• Manage pre-sales contract processing and RevOps workflows.
• Perform light HubSpot CRM admin/data hygiene.
• Identify/resolve bottlenecks in the internal lead-to-contract cycle.

Internal Infrastructure Project Management (10-20%)

• Coordinate an upcoming compliance certification process (approx. 2–3 hours/week).
• Track milestones, document progress, and ensure short-term certification goals are met.
• Facilitate communication between technical teams and stakeholders for compliance.

Client RevOps & SFDC Administration (20-30%)

• Provide project-based Salesforce (SFDC) admin support (user management, reports, dashboards) for clients.
• Support the SFDC practice lead with client-facing operational tasks.

Qualifications:

• 2+ years in Revenue Operations, Sales Operations, or Project Management.
• Required: Hubspot, Salesforce (SFDC) experience.
• Proven ability to manage short-term technical/compliance-related projects.
• Exceptional organization/detail-orientation to manage multiple workstreams.
• Adaptable; comfortable with cross-training and fast tool/process learning.