Mission-critical software for the world's best veterinary hospitals.
Sales & Customer Experience Operations Manager
Location
United States
Posted
19 days ago
Salary
$120K - $150K / year
Seniority
Senior
Job Description
Sales & Customer Experience Operations Manager
Instinct Science
• Own the operational infrastructure of the sales process: pipeline stage definitions, forecasting methodology, opportunity hygiene standards, and CRM governance in HubSpot • Build and maintain sales automation workflows covering lead handoff from marketing, deal progression triggers, task routing, and follow-up sequences • Partner with Sales leadership on territory design, quota support, and capacity planning; translate headcount and coverage decisions into operational systems • Administer and optimize Glyphic (AI intelligence tool) across the sales and broader GTM organization, ensuring adoption, data quality, and insight delivery to leadership • Manage the deal desk process including approval workflows, discount governance, and exception tracking; instrument these processes to reduce friction while maintaining controls • Produce and maintain sales performance reporting in HubSpot, including pipeline coverage, velocity, conversion rates, and rep-level productivity metrics • Own the operational systems that support Customer Success and Support teams, including Intercom administration, lifecycle stage management, and health scoring infrastructure • Design and maintain automated customer onboarding workflows, ensuring that handoffs from Sales to CX are instrumented, timely, and customer-centric • Build and manage renewal and expansion workflows: early warning systems, at-risk account routing, upsell and cross-sell trigger logic, and renewal pipeline tracking • Instrument customer health models; ensure data inputs are automated and scoring logic is regularly reviewed and recalibrated • Partner with Support and CS leadership to identify operational bottlenecks and build the automation or process changes that eliminate them • Partner with Sales and Customer Success leadership to design commission and incentive compensation plans that align rep behavior with company revenue goals and customer outcomes • Maintain automation around compensation tracking where possible, reducing manual calculation risk and improving cycle time • Design and deploy AI-powered workflows across the sales and customer experience stack, using tools such as Glyphic, Clay, Claude, and similar platforms to reduce manual work and increase signal quality • Collaborate with Marketing Operations to ensure shared data standards, clean lifecycle transitions, and consistent attribution across the full customer journey
Job Requirements
- 6+ years of experience in Sales Operations, Revenue Operations, Customer Success Operations, or a closely related discipline
- HubSpot expertise is required; advanced CRM administration experience including pipeline configuration, workflow automation, and reporting
- Hands-on experience building AI-powered workflows and automations using tools such as Clay, Claude, n8n, or equivalent platforms
- Experience with data enrichment tools (Clay, Orbital, or similar) and multi-system integration management
- Proven ability to design and operate customer health scoring, renewal workflows, and expansion automation in a SaaS environment
- Strong analytics capability; proficiency with Metabase, Mixpanel, or equivalent BI tools; ability to build and maintain GTM dashboards independently
- Track record of operating effectively as a team of one: strong documentation discipline, systems thinking, and the judgment to prioritize high-leverage work
- Intercom experience is strongly preferred; candidates with hands-on administration experience across the support and lifecycle automation features will be prioritized
- Glyphic experience is strongly preferred; familiarity with AI intelligence tools for sales and GTM workflows is a meaningful differentiator
- Experience in a multi-product SaaS environment preferred
Benefits
- medical, dental and vision benefits
- 401K with match
- owner-like flexibility over work and time-off
- time to innovate and Flow State Fridays
- a generous stipend that can be used for almost anything to allow you to bring your best self to work
- all-expense-paid time throughout the year together, including at our annual retreat
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