Sales Operations Specialist

Sales Operations Specialist

The Sales Operations Specialist is responsible for optimizing the efficiency and effectiveness of the sales team by managing processes, systems, reporting, and tools. This role acts as the operational backbone of the sales organization, ensuring smooth execution, data accuracy, and strategic insights that drive revenue growth.

Responsibilities

• Conduct comprehensive audits to identify operational bottlenecks and inefficiencies in the existing workflow.
• Collaborate with cross-functional teams for data gathering and insights into current processes.
• Implement strategic initiatives for process improvement and workflow enrichment.
• Prioritize projects and opportunities based on data analysis, revenue impact, and overall team health.
• Evaluate and recommend opportunities for process automation using HubSpot and other tools.
• Create and maintain detailed documentation of processes, improvements, and automation solutions.
• Ensure the team has clearly defined goals, KPIs, and an MQL pipeline to exceed goals.
• Support forecasting, pipeline analysis, and strategic planning initiatives.
• Identify, design, and implement scalable processes to improve sales productivity.
• Continuously improve the lead-to-paid process by collaborating with the Marketing team regularly.
• Regularly audit the hub to ensure the tool is being used correctly.
• Own and maintain all HubSpot dashboards and reports.
• Evaluate, implement, and train the team on sales tools and automation platforms.
• Ensure sales teams have the necessary tools, resources, and content to succeed.
• Serve as a key liaison between the sales team and the stakeholders.
• Present outcomes, reports, forecasts, and ideas to stakeholders regularly.