Sales Operations Associate

• CRM Management and Data Entry: Own and maintain accurate CRM (HubSpot) data, including entering new leads, updating contact records, and ensuring notes and deal stages are complete and current
• Sales Activity Planning (Cookbook): Help build and maintain a sales activity plan (“Cookbook”), translating revenue goals into daily and weekly actions like prospect touches, follow-ups, and meetings booked
• Sales Reporting and Dashboards: Prepare basic reports and dashboards in HubSpot or Excel to track activities, pipeline health, and progress toward goals
• Meeting and To-Do Organization: Attend meetings to take notes, transcribe key discussions, organize action items, and help manage leadership’s to-do lists to keep projects moving forward
• Client and Prospect Support: Assist with client touchpoints such as thank-you gifts, follow-up emails, milestone communications, and sending handwritten notes
• Light Marketing Coordination: Support occasional marketing initiatives, such as coordinating prospect outreach or simple email campaigns
• Process Improvement and Systems Support: Proactively identify small improvements to sales workflows, templates, and CRM processes that improve efficiency and consistency
• Leadership Accountability: Help keep leadership focused and on track with key sales activities and deadlines, using reminders, updates, and weekly check-ins

• 1–4 years of experience in sales operations, sales support, administrative operations, or similar roles
• Experience maintaining CRM systems (preferably HubSpot) or equivalent experience with related platforms
• Basic comfort with Excel or Google Sheets for light reporting
• Strong organizational skills and attention to detail
• U.S.-based candidates only
• Preference for candidates in Phoenix or Indianapolis areas

Experience supporting or managing structured sales processes is a plus

• Competitive compensation and opportunities for career growth
• Health, dental, and vision insurance
• Flexible, generous PTO policy (unlimited PTO)
• Fully remote work environment
• Professional development and mentorship opportunities
• A collaborative, supportive team that values ownership, quality, and progress