Sales Operations Specialist (marketing Agency Saas) - A134 - Remote Eligible

Sales Operations Specialist

Our client, a fast-growing performance marketing and media agency, is seeking a Sales Operations Specialist to drive the accuracy, efficiency, and structure behind its sales engine. This role supports the sales team by maintaining CRM data integrity, optimizing workflows, producing performance insights, and coordinating lead follow-ups — enabling the sales closers to focus fully on revenue-generating work.

The ideal candidate is a disciplined, proactive operator with strong analytical and organizational skills. You'll be responsible for ensuring data accuracy, generating actionable sales reports, and keeping every lead tracked and moving through the pipeline seamlessly. This is a highly collaborative yet self-managed position ideal for someone who thrives in detail-oriented, process-driven environments.

Core Responsibilities

CRM & Pipeline Management – 40%

• Maintain complete, accurate CRM data (HubSpot or equivalent) for all deals and contacts.
• Conduct daily hygiene checks: update deal stages, merge duplicates, and ensure full visibility.
• Assign and track leads to ensure timely follow-ups and zero pipeline drop-offs.

Reporting & Analytics – 25%

• Build dashboards and reports for conversion rates, pipeline velocity, and forecasting.
• Produce weekly performance summaries for leadership and sales teams.
• Track inbound and outbound flow to identify bottlenecks or improvement areas.

Sales Support & Coordination – 20%

• Prepare meeting agendas, action trackers, and follow-up documentation.
• Facilitate smooth communication between the founder, SDRs, and closers.
• Monitor outbound sequences for cadence accuracy and prompt response handling.

Outbound Support (Light) – 15%

• Conduct prospect research and list enrichment via Apollo or Sales Navigator.
• Support sequencing and outreach setup when needed.
• Audit campaign data to maintain consistent quality and performance tracking.