RoadSync

Sales Operations Manager

• Manage & refine HubSpot CRM architecture, encompassing objects, automated workflows, sales pipelines, and third-party integrations.
• Construct and oversee performance dashboards across the full sales funnel, focusing on pipeline velocity, attainment metrics, conversion trends, and individual representative efficiency.
• Lead data integrity initiatives and enrichment for all records and deal entities.
• Architect and implement sales automation strategies, including sophisticated lead routing, sequences, and lifecycle management models.
• Leverage LLMs and AI platforms like Gemini or Claude to scale analysis, eliminate manual tasks, and amplify the impact of our lean team.
• Generate high-intent account and prospect lists for targeted outreach efforts.
• Execute a significant strategic project quarterly, ranging from territory mapping and scoring models to complex commission and forecast analysis.
• Formalize sales methodologies while collaborating with leadership to transform strategic requirements into scalable operational workflows.

Sales Operations Analyst

Account Executive

• Empowered to use your voice and help influence the future.
• In charge of generating new customers & increasing the use of RoadSync through your assigned customer base.
• Expected to consistently meet or exceed all daily, weekly, and monthly sales objectives, such as activity metrics and goals.

Director

• Own the end-to-end onboarding process from deal close through first transaction, driving toward strong in-month onboarding completion.
• Accelerate time-to-transact by removing blockers, sequencing implementation steps effectively, and holding the team accountable to activation milestones.
• Drive activation by ensuring customers complete configuration, training, and initial live transactions early in the post-kickoff window.
• Ensure the team validates business requirements upfront so implementations are scoped correctly and set up for early success.
• Drive ramp-up achievement by monitoring velocity weekly and intervening early when customers fall behind expected transaction-volume curves.
• Own revenue- and margin-driving feature attach rates, ensuring hardware and special promotions deliver measurable ROI.
• Develop and execute playbooks that move customers from basic setup to full-platform utilization, defining success as active product usage rather than technical completion.
• Maintain at-risk revenue at healthy levels within the implementation portfolio through proactive health monitoring and early intervention.
• Manage the Implementation-to-Account Management handoff, ensuring customers transition with a solid foundation: active transactions, feature adoption, and a clear success trajectory.
• Lead, coach, and develop a team of Implementation Managers, ensuring each team member meets their KPIs/SLAs with a clear understanding of what to do and how to execute.
• Provide regular, proactive updates to leadership throughout the week on onboarding progress, at-risk accounts, and team performance.

Sales Operations Analyst

Account Executive

Director of Implementation