• Maintain and update sales records, customer databases, and CRM systems. • Generate sales reports, performance metrics, and other relevant documentation for analysis and decision-making. • Identify opportunities for process improvement and efficiency gains, implementing changes to enhance operational effectiveness. • Provide accurate pipeline and forecast updates to the Head of Sales or Senior Management team to support business planning. • Create low-code interventions, internal toolkits, standards, and guidelines that assist sales teams, allowing teams to scale operations and increase profitability. • Provide administrative assistance to the sales team. • Coordinate with other departments to facilitate sales operations and drive delivery of projects to deadlines, with a focus on ensuring go-live with Diamond and P1 accounts. • Handle ad-hoc administrative tasks as required.

• Own the technical "Lead-to-Sales" flow. • Ensure marketing leads (Top Funnel) are routed, scored, and attributed correctly in HubSpot. • Act as the primary technical resource for the sales team. • Lead the onboarding and training for HubSpot CRM and Outreach. • Build and maintain the scorecards and dashboards. • Continuously identify "leaky buckets" in the sales process and build automated solutions. • Serve as the internal technical architect for the newly implemented HubSpot ecosystem. • Ensure the HubSpot Marketing Hub is perfectly synced with the CRM. • Design the technical infrastructure for market segmentation and territory design. • Stay ahead of the curve on AI-driven sales tools and integrations.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description In this role, you will oversee the end-to-end operational management of our overseas BPO calling program, ensuring efficiency in insurance eligibility workflows. Your leadership will be critical as you manage hiring, onboarding, training, and vendor relationships, while maintaining high standards of quality assurance. This role presents a unique opportunity to contribute significantly to our operational success, requiring you to innovate and improve processes to meet evolving business needs. - Build and manage the overseas BPO program, including system setup and training materials. - Manage and refine processes for efficiency and compliance. - Lead daily operational management and coordination of teams. - Conduct quality assurance checks for agents and refine QA processes. - Oversee vendor performance, staffing, compliance, and financial controls. - Monitor production counts and proactively address service level risks. - Collaborate cross-functionally with product and engineering teams. Qualifications - Proven experience managing offshore teams in a high-volume operational environment. - Strong operational leadership skills in hiring, onboarding, and performance management. - Experience with BPO/EOR vendor relationships and compliance. - Hands-on experience with daily production oversight and metrics. - Ability to diagnose workflow constraints and enhance efficiencies. - Experience in quality assurance and structured feedback processes. - Strong analytical skills to utilize operational metrics and reports. Benefits - A great place to work with fantastic people. - A career in the healthcare technology industry with growth opportunities. - Competitive compensation package. - Excellent benefits including medical, dental, vision, 401K with company match, and paid parental leave. - Flexible work-life assistance programs. - Opportunities for community volunteering and professional development.

Join the Rapidly Growing Team at Attivo Partners! Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you! Why Attivo? Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue. What We Offer: - Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings. - Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities. - Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally. - Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life. Our Values: - Lasting Relationships: We build solid and enduring connections with our clients and team members. - Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results. - Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation. - Collaboration-First: We prioritize teamwork and believe the best solutions come from working together. - Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive. Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together! Role Overview The Sales Operations Specialist is responsible for optimizing our sales technology ecosystem—anchored in HubSpot CRM—and ensuring our sales processes are streamlined, data-driven, and efficient. This role ensures the operational backbone of the sales function supports performance, visibility, and long-term scalability. Responsibilities - HubSpot Administration & Strategy: Serve as primary administrator for HubSpot CRM, managing property architecture, pipelines, permissions, and data integrity. - Develop and maintain dashboards and reporting to provide clear visibility into pipeline health, forecasting, and sales performance. - Process Automation: Design and implement workflows that automate lead routing, task management, and cross-functional handoffs. - Continuously evaluate and optimize the Sales Cycle to improve efficiency, scalability, and accuracy. - Tech Stack Integration & Management: Oversee integration and performance of the sales tech stack, ensuring seamless data flow between HubSpot and: - Communication Tools: Call recording and conversational intelligence platforms. - Sales Enablement: Quoting and proposal software. - Contract Lifecycle Management: Digital signature and contract execution tools. - Standard Operating Procedures (SOPs): Create and update SOPs and documentation to ensure consistent system usage and process alignment. - Pipeline meetings:Participate in weekly pipeline meetings, providing operational insights and system-driven recommendations. - Data Governance: Maintain CRM data governance standards through regular audits and quality control practices. Requirements - Extensive hands-on experience administering HubSpot CRM, including property architecture, pipelines, permissions, and workflow automation - Demonstrated expertise in designing and implementing advanced CRM workflows and process automations - Experience integrating HubSpot with sales enablement, communication, and contract management tools - Strong analytical skills with the ability to translate business requirements into technical system solutions and reporting dashboards - Proven ability to build executive-level reports and interpret sales performance metrics - Strong understanding of sales cycle management and pipeline optimization - High attention to detail with a focus on data integrity and governance - Excellent organizational and documentation skills, including SOP development - Ability to work autonomously and deliver results with minimal supervision Qualifications - 3+ years of experience administering HubSpot CRM in a sales-driven environment, including property architecture, pipeline configuration, and reporting dashboards. - 3+ years of experience designing and implementing CRM workflows and automation to support lead management, task assignment, and cross-functional handoffs - HubSpot certifications (e.g., HubSpot CRM, Marketing Hub, Sales Hub) preferred and considered a strong asset. - Experience managing and integrating sales technology tools (e.g., sales enablement platforms, call recording/conversational intelligence software, quoting/proposal systems, and digital contract tools). - Experience supporting sales operations, revenue operations, or business operations functions with direct impact on pipeline visibility and forecasting. - Experience developing executive-level reporting and analyzing sales performance metrics to drive strategic decision-making. - Experience in a growing or mid-sized organization, with demonstrated ability to build scalable systems and processes. Location/Travel - Remote - Pacific Time Zone - Ability to travel at least twice a year for All-Staff Retreats & Regional Meetups Reports To: Head of Business Development Hourly Rate: $50-65 per hour - based on experience Position Status: Part-Time (20-30 hours per week), Non-exempt Final Notes Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice. Attivo Partners is an equal opportunity employer and is committed to a diverse workplace. People from diverse racial, ethnic and cultural backgrounds, women, LGBTQ+ individuals, and persons with disabilities are highly encouraged to apply. Attivo Partners will never request payment, sensitive personal information, or unsolicited account access at any stage of the hiring process. All legitimate communication from our team will come *exclusively from an @attivopartners.com email address. If you receive a message claiming to be from Attivo that does not use this domain - or if something feels unfamiliar - please disregard the communication and report it to us at Recruiting@Attivopartners.com.