Overview
About The Role: A consulting, development, automation, and outsourcing firm is seeking a detail-oriented and systems-savvy Sales & Rev Ops Specialist to support the day-to-day operations of our sales function. This role is designed for someone who enjoys working behind the scenes to keep sales processes organized, accurate, and moving forward. You will support sales leadership by maintaining CRM data, assisting with proposals and contracts, coordinating follow-ups, and helping ensure visibility across the sales pipeline and client lifecycle. While Hub Spot is a core platform in this role, the position is not limited to CRM administration. You will assist with email outreach, proposal creation, automation workflows, and internal reporting. This role also supports select client-facing Rev Ops and Hub Spot projects, but the primary focus is supporting internal sales operations.
Responsibilities
Sales Pipeline & Rev Ops Support: Assist in maintaining the sales pipeline in Hub Spot, ensuring deal stages, notes, and next steps are kept up to date
Sales Pipeline & Rev Ops Support: Support pipeline tracking, basic reporting, and dashboard updates for leadership visibility
Sales Pipeline & Rev Ops Support: Help ensure follow-ups, reminders, and deal activity are properly logged
Sales Pipeline & Rev Ops Support: Maintain pipeline hygiene and data accuracy across deals, contacts, and companies
Sales Support, Proposals & Contracts: Assist with building, updating, and managing sales proposals, pricing documents, and statements of work using tools such as Panda Doc, Qwilr, Proposify, Docu Sign, or similar platforms
Sales Support, Proposals & Contracts: Maintain proposal templates, pricing tables, and reusable content blocks
Sales Support, Proposals & Contracts: Coordinate revisions, approvals, and follow-ups related to proposals and contracts
Sales Support, Proposals & Contracts: Track contract status, renewals, expansions, and change orders
Sales Support, Proposals & Contracts: Ensure proposal and contract details are accurately reflected in Hub Spot
CRM, Email & Outreach Support: Support administration of Hub Spot Sales and Marketing Hub
CRM, Email & Outreach Support: Assist with cold and warm outreach campaigns using Hub Spot or tools such as Instantly, Sales Handy, or similar platforms
CRM, Email & Outreach Support: Help with list segmentation, campaign setup, and performance tracking
CRM, Email & Outreach Support: Support lead routing, lifecycle stage updates, and attribution tracking
Automation & Systems Support: Assist in building and maintaining automations using Zapier, Make, and/or n8n
Automation & Systems Support: Help connect CRM, email, scheduling, and internal tools
Automation & Systems Support: Support data enrichment, cleanup, and supplementation efforts
Client Lifecycle & Relationship Support: Track client milestones such as onboarding dates, anniversaries, and renewals
Client Lifecycle & Relationship Support: Assist with client gifting, reminders, and relationship tracking
Client Lifecycle & Relationship Support: Maintain organized and up-to-date client records
Required Qualifications
2+ years of experience in Sales Operations, Rev Ops, CRM support, or sales support roles
Hands-on experience with Hub Spot Sales Hub (Marketing Hub experience a plus)
Experience supporting sales pipelines, deal tracking, and CRM data management
Experience assisting with proposals or contracts using tools such as Panda Doc, Qwilr, Proposify, Docu Sign, or similar
Familiarity with email outreach or marketing campaigns and deliverability basics
Experience with automation tools such as Zapier or Make
Strong written communication skills and attention to detail
Highly organized and comfortable supporting multiple workflows at once
Preferred Qualifications
Hub Spot certifications (Sales Hub, Marketing Hub, or Rev Ops)
Experience with outbound tools such as Instantly, Sales Handy, Lemlist, or similar
Familiarity with n8n or API-based automation
Experience supporting consulting, professional services, or B2 B sales teams
Comfortable working with remote, distributed teams
Work Schedule
Full-time
Fully remote
Must be available during core U. S. business hours
Compensation & Perks
Competitive compensation based on experience
Fully remote, collaborative work environment
Clear role scope with opportunities to grow into more senior Rev Ops responsibilities
Exposure to consulting, automation, and client-facing operational work
