Sales Operations Analyst

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

📋 Description

• Oversee and assess discussions between incoming leads and Jessica, the AI sales agent.

• Recognize buying signals, high-intent leads, valuable opportunities, and conversations that need human intervention.

• Elevate qualified and high-priority opportunities to the Sales team.

• Direct leads to the appropriate sales representatives based on language, geography, customer profile, opportunity type, and ownership guidelines.

• Track leads and opportunities in HubSpot that require action.

• Prevent the loss of opportunities due to delayed follow-ups, incorrect routing, incomplete information, or limitations of AI.

• Assess and evaluate the quality of MQLs generated by Marketing.

• Provide feedback to Marketing regarding lead quality, sources, campaigns, patterns, and potential for conversion.

• Identify instances where Jessica missed buying signals, misunderstood leads, failed to gather information, or escalated too late.

• Offer structured feedback to the AI-agent development team.

• Recognize recurring patterns, objections, questions, and issues within lead conversations.

• Enhance qualification criteria, prompts, routing rules, workflows, and sales processes.

• Ensure CRM hygiene and maintain accurate records in HubSpot.

• Utilize HubSpot lists, filters, properties, tasks, workflows, reports, and other tools to monitor and prioritize leads.

• Employ ChatGPT and other AI tools to analyze conversations, classify leads, identify patterns, summarize information, and boost productivity.

• Minimize repetitive manual tasks through AI, automation, filters, workflows, and enhanced processes.

• Collaborate daily with Sales, Marketing, and AI-agent teams.

⛳️ Requirements

• Prior hands-on experience in sales, pre-sales, SDR/BDR, inside sales, e-commerce sales, sales operations, or another commercial setting.

• Strong comprehension of sales funnels, including leads, MQLs, qualification, opportunities, follow-ups, pipeline stages, and conversion.

• Practical experience using HubSpot in a sales context.

• Capability to manage a high volume of leads, conversations, activities, and CRM data while remaining organized.

• Strong analytical and critical thinking abilities.

• Proficiency in recognizing buying signals and determining when Sales should take over.

• High attention to detail without compromising speed.

• Strong sense of urgency and ownership.

• Consistent adherence to lead-routing rules and operational procedures.

• Strong technological skills with the ability to quickly learn new systems.

• Experience utilizing ChatGPT or other AI tools in daily workflows.

• Excellent written communication skills.

• Professional fluency in Portuguese.

• Availability Monday–Friday, 9:00 am–5:00 pm EST, with adjustments for U.S. daylight saving time.

• Engagement as a vendor/contractor.

🏝️ Benefits

• Inclusive and dynamic work environment.

• Opportunities for learning, growth, and success.

• Benefits package that supports team members’ well-being and professional development.

• Full-time remote work from Brazil.