Exodigo

Sales Operations Manager

• Assist in defining pipeline processes and HubSpot CRM automations; partner with internal technical resources to scope and implement workflow/automation changes
• Support pipeline management and forecasting processes; conduct weekly one-on-one pipeline reviews with each sales rep to validate and maintain CRM accuracy
• Support development and documentation of sales processes, workflows, and best practices; train sales team members on CRM usage, sales technology tools, and process updates
• Support CRM data management to ensure pipeline accuracy, completeness, and hygiene
• Define requirements for Power BI sales reports and dashboards; collaborate with internal resources to build reports/dashboards and support ad-hoc reporting and analysis
• Assist sales reps with lead generation, outreach, conference preparation, and presentation support
• Support development and organization of sales collateral, templates, and playbooks; coordinate with Marketing to align on collateral and campaigns
• Serve as liaison between sales, marketing, and technical teams to streamline tools and processes; proactively identify opportunities to improve sales processes, reporting, and enablement

Sales Operations Specialist