FSI

Sales Operations Specialist

FSI

full-time

Posted on:

Location Type: Remote

Location: Remote • 🇺🇸 United States

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Salary

💰 $60,000 - $80,000 per year

Job Level

JuniorMid-Level

Tech Stack

ERP

About the role

  • Generate, validate, and maintain Sales Orders for new and existing customers in HubSpot and NetSuite.
  • Track and update Annual Recurring Revenue (ARR) and renewal timelines.
  • Review and adjust Sales Orders in accordance with Consumer Price Index (CPI) updates.
  • Manage deal documentation and ensure all required materials are complete and accurate.
  • Generate and analyze weekly forecast reports for senior leadership.
  • Administer monthly commission processes, including data extraction, calculation, and multi-level approval workflows.
  • Design and deliver tailored reports to meet the needs of sales, finance, and leadership teams.
  • Monitor and analyze historical deal data to identify trends and ensure accuracy.
  • Build and maintain the renewal pipeline by forecasting and incorporating future-year opportunities.
  • Partner with internal teams to manage partner deals, update order forms, and provide pipeline forecasts.
  • Respond to contract-related inquiries with clear, data-backed insights into billing history and invoicing schedules.
  • Manage and reconcile customer records across HubSpot and NetSuite, ensuring accuracy and consistency.
  • Conduct monthly audits of CRM data to verify ownership, data completeness, and relevance.
  • Administer user access and permissions in PandaDoc, HubSpot, and NetSuite.
  • Maintain up-to-date tax form records across all platforms.
  • Onboard and train new sales representatives on HubSpot and NetSuite workflows.
  • Support data imports, updates, and alignment projects related to sales territories and reporting.

Requirements

  • 2–3 years in sales operations, revenue operations, or business analytics within a SaaS or technology organization.
  • Proficiency with CRM and ERP systems—particularly HubSpot and NetSuite.
  • Experience with Smartsheet, Excel, or similar reporting tools a plus.
  • Strong attention to detail and analytical mindset, with the ability to identify data trends and inconsistencies.
  • Able to prioritize multiple tasks, manage timelines, and drive cross-functional initiatives to completion.
  • Excellent written and verbal communication skills, with a collaborative approach to problem-solving.
  • Comfortable navigating change in a fast-paced, growth-oriented environment.
  • Bachelor’s degree in Business, Marketing, Finance, or a related field.
Benefits
  • None specified 📊 Resume Score Upload your resume to see if it passes auto-rejection tools used by recruiters Check Resume Score

Applicant Tracking System Keywords

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

Hard skills
Sales Order ManagementData AnalysisRevenue OperationsForecastingData ExtractionCommission CalculationCRM Data AuditingData ImportsReporting
Soft skills
Attention to DetailAnalytical MindsetTime ManagementCross-Functional CollaborationProblem-SolvingCommunication SkillsAdaptability