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Sales Operations Analyst
Location
United States
Posted
93 days ago
Salary
0
Seniority
Mid Level
Job Description
Sales Operations Analyst
steercom - Key Message. Delivered.
• Own Deal Integrity & Flow: Audit 'Closed Won' deals to ensure commercial terms are accurate and that all automated handoffs to Onboarding and CS are triggered flawlessly. • Optimize GTM Workflows: Build and maintain HubSpot workflows that power the transition from Sales to Onboarding, ensuring no customer 'falls through the cracks.' • Enhance GTM Process + Strategy: Partner with Marketing, Sales, Customer Success and Finance to optimize existing processes and implement new ones when strategic changes occur • Monitor the Revenue Engine: Proactively track deal velocity and stage gates, ensuring all required checks and balances are met before a deal progresses. • Drive Data Compliance: Act as the gatekeeper for CRM hygiene, following up with stakeholders for missing information and ensuring SPIFF payouts are calculated based on verified deal data. • Systems Reconciliation: Continuously audit the data flow between HubSpot and downstream project management tools to identify root causes of discrepancies and implement long-term fixes.
Job Requirements
- 2+ years of experience in Revenue Operations, Sales Operations, or a similar data-centric role focused on the customer lifecycle.
- High proficiency in HubSpot is non-negotiable. You should have deep experience with Workflows, Custom Objects, and Deal Stage automation and implementing 3rd party systems and workflows.
- Expertise in Excel (Pivot Tables, XLOOKUP) and CRM reporting to visualize trends and identify process breakdowns.
- Proven experience managing the 'Hand-off' process (Sales-to-Onboarding) within a B2B environment.
- Experience with HubSpot Operations Hub or Advanced Sequences is a plus.
- Background in a SaaS environment with a focus on high-volume/scale is a plus.
- Experience building Dashboards and Reports that track key go to market metrics and provide key insights to business leaders is a plus.
- Experience managing a deal desk or optimizing processes between CRM and Billing systems is a plus.
Benefits
- 100% remote work environment
- 100% employer-paid medical insurance (plus Dental and Vision within 30 days)
- Equity package
- Flexible PTO (with 15 days minimum)
- 401(k), FSA, and HSA options
- Learning Stipend & WFH Equipment
- A collaborative, high-ownership culture where your optimizations directly impact company growth.
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