Business Process Specialist

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist with daily sales operations, encompassing onboarding, ownership transfers, quoting, pipeline management, and customer engagement.

• Collaborate with Sales leadership to enhance workflows, address process challenges, and boost operational efficiency.

• Act as the main point of contact for process-related inquiries across Sales, Account Management, Finance, and Operations.

• Aid in sales forecasting, territory planning, and quota management.

• Design, document, and enhance standardized business processes across HubSpot, Acumatica, and affiliated business systems.

• Create and maintain SOPs, process documentation, training materials, and workflow diagrams.

• Collaborate with IT to enhance system functionality, ensure data integrity, and automate processes.

• Establish and track service level metrics and operational standards.

• Develop dashboards and KPIs to evaluate pipeline health, productivity, turnaround times, customer service metrics, and operational performance.

• Generate regular reports highlighting trends, risks, and opportunities.

• Analyze business data to pinpoint bottlenecks and suggest process enhancements.

• Collaborate with Sales, Customer Success, Finance, Product, and Operations to optimize the end-to-end customer lifecycle.

• Ensure precise order processing, subscription management, and CRM data accuracy.

• Lead or assist in cross-functional process improvement initiatives that enhance scalability and customer experience.

⛳️ Requirements

• Over 5 years of experience in Sales Operations, Revenue Operations, Business Process Improvement, or Customer Operations.

• Proficient in administering CRM and ERP platforms such as HubSpot and Acumatica or comparable systems.

• Strong analytical capabilities with experience in building dashboards and converting data into actionable insights.

• Proven track record in documenting, refining, and implementing business processes.

• Experience in supporting sales teams and customer-facing operations.

• Excellent communication, collaboration, and organizational skills.

• Advanced proficiency in Excel.

• Familiarity with BI tools such as Power BI or Tableau.

• Bachelor’s degree in Business, Operations, Information Systems, or a related discipline.

• Nice to have: experience in a SaaS, subscription, or aviation technology setting.

• Nice to have: experience with workflow automation tools such as Power Automate or HubSpot Workflows.

• Nice to have: knowledge of Lean, Six Sigma, or other continuous improvement methodologies.

• Nice to have: experience utilizing AI tools to enhance productivity and business processes.

🏝️ Benefits

• Remote work flexibility.

• Support for growth and professional development.

• A diverse, inclusive, affirmative action, and equal opportunity workplace.

• Reasonable accommodations for individuals with disabilities.

• Opportunity to contribute to innovations in aviation technology.