Sales Operations Specialist, Pharma

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

📋 Description

• Oversee the daily management of HubSpot, including properties, pipelines, deal stages, workflows, sequences, lists, views, and user permissions.

• Conduct audits and clean CRM data, enforce data standards, and address duplicates, gaps, and stage errors.

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

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

• Develop and refine dashboards and reports on pipeline, conversion, velocity, and forecast accuracy in collaboration with the Data and Analytics team.

• Transform CRM and reporting data into actionable insights for sales and executive leadership.

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

• Assist Business Development Executives with lead qualification, deal tracking, and coordination of pharma proposals and RFPs.

• Manage handoffs and approvals across Contracting, Project Management, and Operations.

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

• Capture leads from events and conferences in HubSpot, route them correctly, and complete follow-up and reporting post-event.

• Collaborate with Business Development, Marketing, Project Management, Operations, Product, Contracting, and the Director of Sales Operations.

• Engage in external client meetings and may require occasional travel to industry events.

⛳️ Requirements

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

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

• Practical experience with HubSpot, including administrative tasks involving properties, pipelines, workflows, and custom reporting.

• Equivalent experience with Salesforce or another similar CRM will also be considered.

• Strong discipline in data hygiene, with the capacity to identify process gaps, suggest improvements, and document workflows.

• Capable of managing multiple workstreams with a keen attention to detail and collaborating effectively across teams.

• Must be able to sit or work at a computer workstation for extended periods.

• Ability to work remotely, with dependable connectivity to facilitate client meetings and cross-functional collaboration.

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

• Experience with CRM integrations, automation, or migrations is preferred.

• Background in healthcare, pharma, life sciences, or other B2B sectors with intricate, multi-stakeholder deal cycles is preferred.

• Familiarity with supporting RFP or proposal processes is preferred.

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

🏝️ Benefits

• Fully remote work environment.

• Standard business hours with potential evening or weekend work as required by business needs.

• Occasional travel for client meetings or site visits.

• Involvement in industry events.

• Reliable connectivity support for client meetings and cross-functional collaboration.