steercom - Key Message. Delivered.

Sales Operations Analyst

steercom - Key Message. Delivered.

full-time

Posted on:

Location Type: Remote

Location: United States

Visit company website

Explore more

✨ AI Apply
Apply

About the role

  • Audit 'Closed Won' deals to ensure commercial terms are accurate and that all automated handoffs to Onboarding and CS are triggered flawlessly.
  • Build and maintain HubSpot workflows that power the transition from Sales to Onboarding, ensuring no customer 'falls through the cracks.'
  • Partner with Marketing, Sales, Customer Success and Finance to optimize existing processes and implement new ones when strategic changes occur
  • Proactively track deal velocity and stage gates, ensuring all required checks and balances are met before a deal progresses.
  • Act as the gatekeeper for CRM hygiene, following up with stakeholders for missing information and ensuring SPIFF payouts are calculated based on verified deal data.
  • Continuously audit the data flow between HubSpot and downstream project management tools to identify root causes of discrepancies and implement long-term fixes.

Requirements

  • 2+ years of experience in Revenue Operations, Sales Operations, or a similar data-centric role focused on the customer lifecycle.
  • High proficiency in HubSpot is non-negotiable. You should have deep experience with Workflows, Custom Objects, and Deal Stage automation and implementing 3rd party systems and workflows.
  • Expertise in Excel (Pivot Tables, XLOOKUP) and CRM reporting to visualize trends and identify process breakdowns.
  • Proven experience managing the 'Hand-off' process (Sales-to-Onboarding) within a B2B environment.
Benefits
  • 100% remote work environment
  • 100% employer-paid medical insurance (plus Dental and Vision within 30 days)
  • Equity package
  • Flexible PTO (with 15 days minimum)
  • 401(k), FSA, and HSA options
  • Learning Stipend & WFH Equipment
  • A collaborative, high-ownership culture where your optimizations directly impact company growth.
Applicant Tracking System Keywords

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

Hard Skills & Tools
HubSpotWorkflowsCustom ObjectsDeal Stage automationExcelPivot TablesXLOOKUPCRM reportingdata auditingdata analysis
Soft Skills
collaborationcommunicationproactive trackingattention to detailproblem-solvingstakeholder managementprocess optimizationorganizational skillsstrategic thinkinggatekeeping