Sales Operations Specialist

Sales Operations Specialist

Job Type: Full-Time, Hybrid (95% WFH, 5% in-person)
Location: California-based.
Pay: $55,000 - $65,000 Annually
Benefits:

• Health
• Dental & Vision
• No Cost, Short-Term Disability & Basic Life Insurance
• 401k Plan (4% Employer Match)
• Generous PTO

• Support the assigned DDP region(s) by gathering the information needed to move deals through the sales pipelines, including building quotes, drafting statements of work, and collecting contract agreements and other required documentation.
• Assist with pipeline management and deal progression by ensuring all necessary data is collected from internal stakeholders, accurately recorded, and properly reflected in the CRM (HubSpot), including custom objects as needed.
• Review and evaluate deals at each stage of the pipeline to assess progress and identify any issues or opportunities.
• Work closely with DDPs and Field Operations to maintain a well-organized, up-to-date system for managing deals and custom objects within each region.
• Participate in regular meetings and manage asynchronous communication with DDPs and Field Operations to ensure details are accurate and updated in a timely manner.
• Coordinate with regional Field Operation teams to support smooth program handoffs.
• Partner with Sales Operations leadership to identify and implement process improvements that increase the efficiency of the revenue department.
• Provide reporting and insights on program performance, including health, expansion potential, and upsell opportunities for assigned regions.

• Minimum of 2 years of experience in sales, operations, data entry, or other administrative work.
• Authorized to work in the US
• Must be willing to travel to our office in Irvine, California, for in-person trainings/meetings quarterly

• Display professionalism and excellent communication (oral and written)
• Strong data and systems knowledge: HubSpot, M365: Outlook, Excel, Word, PowerPoint
• Exceptional organizational, time management, prioritization, and problem-solving skills
• Advanced administrative skills and a process-oriented mindset are a must
• Outstanding attention to detail and can-do attitude
• Self-awareness and coachability
• Collaborative approach to working with multiple people and departments internally and externally