Catena

Sales Operations Specialist – Marketing Agency, SaaS

Catena

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇨🇦 Canada

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Job Level

Junior

Tech Stack

Apollo

About the role

  • Maintain complete, accurate CRM data (HubSpot or equivalent) for all deals and contacts.
  • Conduct daily hygiene checks: update deal stages, merge duplicates, and ensure full visibility.
  • Assign and track leads to ensure timely follow-ups and zero pipeline drop-offs.
  • Build dashboards and reports for conversion rates, pipeline velocity, and forecasting.
  • Produce weekly performance summaries for leadership and sales teams.
  • Track inbound and outbound flow to identify bottlenecks or improvement areas.
  • Prepare meeting agendas, action trackers, and follow-up documentation.
  • Facilitate smooth communication between the founder, SDRs, and closers.
  • Monitor outbound sequences for cadence accuracy and prompt response handling.
  • Conduct prospect research and list enrichment via Apollo or Sales Navigator.
  • Support sequencing and outreach setup when needed.
  • Audit campaign data to maintain consistent quality and performance tracking.

Requirements

  • 1–2 + years of experience in Sales Operations, RevOps, or CRM/SDR support.
  • Proven expertise managing CRMs such as HubSpot, Salesforce, or Pipedrive.
  • Excellent written and verbal English communication skills.
  • Exceptional attention to detail and strong organizational discipline.
  • Ability to work full-time with reliable MST time-zone overlap.
  • Comfortable working independently in a fast-paced, founder-led organization.
  • Background in outbound or SDR support (prospecting, sequencing, list management) (Preferred)
  • Familiarity with tools such as Apollo, Instantly, ZoomInfo, or LinkedIn Sales Navigator (Preferred)
  • Advanced proficiency in Google Sheets (formulas, tracking, data validation) (Preferred)
  • Experience with Notion, Zapier, or similar documentation and automation tools (Preferred)
  • Prior experience in marketing, performance, or agency operations (Preferred)
Benefits
  • Competitive Salary: Based on experience and skills
  • Remote Work: Fully remote—work from anywhere
  • Performance Bonus: Based on data accuracy, reporting timeliness, and overall sales efficiency
  • Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting
  • Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees
  • Direct Mentorship: Guidance from international industry experts
  • Learning & Development: Ongoing access to resources for professional growth
  • Global Networking: Connect with professionals worldwide
  • Work-Life Balance: Flexible hours that support a healthy balance

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
CRM managementdata hygienereport buildingperformance trackingprospect researchlist enrichmentdata validationcampaign auditingoutbound sequencingpipeline management
Soft skills
communicationattention to detailorganizational disciplineindependenceadaptabilitycollaborationtime managementproblem-solvinganalytical thinkingleadership