Sales Operations Specialist – Key Accounts

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

📋 Description

• Oversee daily operations of HubSpot, managing properties, pipelines, deal stages, workflows, sequences, lists, views, and user permissions.

• Conduct audits and clean CRM data, uphold data standards, and resolve issues with duplicates, gaps, and stage errors.

• Create, test, and implement enhancements for workflows, automation, and integrations.

• Document field definitions, processes, and playbooks while providing training and support to users.

• Collaborate with the Data and Analytics team to develop and enhance dashboards and reports related to pipeline, conversion, script volume, account growth, and forecast accuracy.

• Analyze CRM data to generate insights on pipeline, forecasts, and performance for Regional Account Directors and commercial leadership.

• Monitor won and lost opportunities, documenting insights to refine the sales process.

• Assist with lead qualification, deal tracking, proposal and contract coordination, account targeting, and territory planning.

• Facilitate handoffs and approvals among Contracting, Operations, and Patient Experience teams.

• Ensure sales materials are up-to-date, accurate, and consistent with brand standards and product positioning.

• Capture, route, and report event and conference leads using HubSpot.

• Work collaboratively with Regional Account Directors, Account Managers, Marketing, Operations, Product, Patient Experience, Contracting, and external clients as necessary.

⛳️ Requirements

• Bachelor’s degree in Business Administration, Information Systems, Data Analytics, Marketing, or a related discipline.

• A minimum of 4 years of professional experience in sales operations, revenue operations, CRM administration, or a comparable business support role.

• Proficient hands-on experience with HubSpot, including administrative tasks involving properties, pipelines, workflows, and custom reporting.

• Equivalent experience with Salesforce or a similar CRM will be taken into account.

• Strong commitment to data hygiene, with the capability to identify process gaps, propose enhancements, and document workflows effectively.

• Ability to handle multiple workstreams with meticulous attention to detail and excel in collaborative team environments.

• HubSpot certifications (Sales Hub, Operations Hub) are preferred.

• Experience with CRM integrations, automation, or migrations is a plus.

• Background in healthcare, pharmacy, healthcare technology, or other regulated industries is preferred, along with knowledge of healthcare data privacy.

• Previous support experience for field sales or key account teams, including territory planning and forecasting, is advantageous.

• Experience in a rapidly growing or scaling organization is preferred.

• Must be able to work remotely with reliable internet connectivity to facilitate client meetings and cross-functional collaboration.

• Must be capable of sitting or working at a computer workstation for extended periods.

🏝️ Benefits

• Fully remote work arrangement.

• Standard business hours, with occasional evenings or weekends as required by business needs.

• Opportunity for occasional travel for client meetings, site visits, team meetings, or field events.