Sales Operations Specialist

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

📋 Description

• Prepare, review, and process contracts, order forms, and renewal agreements for the Sales and Customer Success teams.

• Monitor contract status throughout the sales and renewal cycle, coordinating with internal stakeholders as necessary.

• Conduct data validation and quality audits within HubSpot across contacts, companies, and deal records.

• Provide internal user training for Sales and Customer Success teams on HubSpot best practices.

• Create and maintain sales and Customer Success dashboards in HubSpot to track pipeline health, quota achievement, and renewal rates.

• Address data requests from Sales, Customer Success, and leadership with prompt and precise analysis.

• Perform sales cycle analyses, win/loss evaluations, and assess representative productivity.

• Oversee data quality to ensure the accuracy and reliability of dashboards.

• Assess existing sales and renewal workflows to identify opportunities for automation or standardization.

• Implement enhancements using HubSpot workflows, sequences, and integrations to streamline the sales and renewal cycle.

• Maintain process documentation, playbooks, and standard operating procedures (SOPs).

• Issue and follow up on outstanding invoices using the accounts receivable management system (Upflow).

• Communicate with customers via email regarding collections and collaborate with Sales/Customer Success to resolve outstanding balances.

⛳️ Requirements

• 2–4 years of experience in Sales Operations, Revenue Operations, or a related field.

• Strong hands-on experience with HubSpot CRM, including data management, workflows, reporting, and sequences.

• An analytical mindset with a proven ability to transform data into clear, actionable insights for stakeholders.

• Exceptional attention to detail, especially concerning contracts, data hygiene, and invoicing.

• A process-oriented mindset — you recognize inefficiencies and take initiative to address them.

• Strong written communication skills, particularly in cross-functional settings.

• Some familiarity with accounts receivable (AR) or invoicing tools is advantageous (we utilize Upflow).

• Ability to work independently in a remote environment with a high level of ownership.

🏝️ Benefits

• Comprehensive benefits, including health, vision, dental, and paid time off.

• Clear opportunities for professional growth, including leadership pathways and skill development support.

• A dynamic, remote-first work culture that values creativity, autonomy, and bold thinking.

• The opportunity to influence the future of how communities, creators, and brands flourish online—with the team that's building what’s next.