ABOUT YOU

We are seeking a highly analytical, data-driven Senior Sales Operations Specialist to optimize sales processes, drive automation, and ensure alignment across the Marketing, Sales, and Customer Success teams. This individual will act as the bridge between departments, ensuring revenue teams have the insights, tools, and strategy to execute effi ciently.
This is a hands-on role requiring deep expertise in HubSpot, sales analytics, and automation. The ideal candidate must be able to both lead and execute, turning data into actionable insights that enhance our B2B SaaS and professional services sales efforts.

Required Qualifications

• 7+ years in SalesOps, Revenue Operations, or similar role in B2B SaaS or professional services.
• 5+ years leading reporting & analytics (Zoho Analytics, HubSpot, or similar BI tools).
• Expert-level knowledge of HubSpot Enterprise.
• Strong experience with account-based selling (ABS) and BANT methodology.
• Experience working cross-functionally with Sales, Marketing, and Customer Success.
• Strong project management experience (ClickUp preferred).
• Data-driven mindset with the ability to turn insights into actionable sales strategies

Bonus Skills (Nice to Have, But Not Required)

• Experience with AI-powered analytics tools (e.g. Breeze Intelligence).
• Light SQL or Python knowledge for advanced reporting.
• Background in localization, translation tech, or AI-driven services

1. Sales Process Optimization & SalesOps StrategyOwn and refi ne our B2B SaaS + professional services sales process, ensuring smooth lead fl ow from MQL Opportunity Closed-Won

• Expansion.
• Improve conversion rates by identifying bottlenecks, optimizing pipeline management, and refi ning lead-scoring strategies.
• Ensure account-based selling (ABS) is fully supported with clear territory mapping, intent signals, and key account reporting.
• Oversee Quarterly Business Review (QBR) tracking & other Client Success metrics.

1. CRM & Sales Tech Stack Optimization (HubSpot & More)

• Act as the HubSpot power user—automate workfl ows, refi ne sales processes, and oversee CRM governance.
• Manage tools like Apollo, LinkedIn Sales Navigator, and Breeze Intelligence to ensure seamless integrations and sales intelligence.
• Ensure alignment between Sales & MarketingOps, preventing automation confl icts (e.g., sales sequences vs. marketing campaigns).
• Delegate CRM tasks where necessary, but remain hands-on and execution-ready.

1. Data-Driven Reporting & Sales Insights

• Build and maintain revenue dashboards in HubSpot and/or Zoho Analytics to track pipeline health, conversion rates, and deal velocity.
• Oversee sales reports that provide actionable insights for coaching and forecasting.
• Deliver pipeline metrics and insights to sales leaders and executive teams, explaining trends and forecasting risks/opportunities.

1. Cross-Functional Leadership & Alignment

• Act as the primary liaison between Sales, Marketing, and Customer Success.
• Ensure marketing campaigns and sales efforts are aligned, preventing overlap and maximizing pipeline infl uence.
• Work closely with Enterprise Account Executives (EAEs), Directors of Strategic Accounts (DSAs), and Customer Success to align sales motions with revenue goals.
• Lead training sessions for sales teams on new sales collateral, process updates, platform training, and automation enhancements.

1. Data Integrity & Quality Assurance

• Maintain high standards of CRM data accuracy and hygiene, preventing “garbage in, garbage out” reporting.
• Proactively identify and diagnose data discrepancies, breakdowns, or inaccuracies across the revenue tech stack.
• Implement validation processes, data cleaning routines, and governance best practices to ensure reliable reporting and automation.
• Partner with Sales and Marketing to enforce data entry standards and promote accountability.

Required Qualifications

• 7+ years in SalesOps, Revenue Operations, or similar role in B2B SaaS or professional services.
• 5+ years leading reporting & analytics (Zoho Analytics, HubSpot, or similar BI tools).
• Expert-level knowledge of HubSpot Enterprise.
• Strong experience with account-based selling (ABS) and BANT methodology.
• Experience working cross-functionally with Sales, Marketing, and Customer Success.
• Strong project management experience (ClickUp preferred).
• Data-driven mindset with the ability to turn insights into actionable sales strategies.

Bonus Skills (Nice to Have, But Not Required)

• Experience with AI-powered analytics tools (e.g. Breeze Intelligence).
• Light SQL or Python knowledge for advanced reporting.
• Background in localization, translation tech, or AI-driven services.

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