Sales Operations Associate

Wellworks For You

Sales Operations Associate managing Wellworks For You's CRM and leading RFP response efforts. Collaborating across departments to enhance sales processes and enable the team to close more business.

Posted 4/24/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $62,000 - $72,000 per yearWebsite

Tech Stack

Tools & technologies

ERP

About the role

Key responsibilities & impact

CRM Management
Pipeline & lifecycle configuration
Data integrity & hygiene
Dashboards & reports
User onboarding & training
Workflow & automation
CRM integrations
Reporting & Pipeline
RFP response support
Stage conversion & velocity reports
Monthly KPI cadence
Pipeline risk flagging
Competitive market research
Process Documentation
Standardize lead-to-close workflows
Maintain playbooks & guides
Identify & recommend improvements

Requirements

What you’ll need

3–5 years in sales operations or a related analytical/operational B2B role
Hands-on HubSpot CRM experience — workflow automation, custom reporting, pipeline management
Proficiency in MS Office Suite (Word, PowerPoint, Excel); comfortable working with data sets
Strong process orientation with a track record of documenting workflows
Clear communicator who can translate data into takeaways for non-technical stakeholders
Able to prioritize independently with excellent organizational and time management skills
Nice to have: Associate or Bachelor's degree
Experience in healthcare, wellness, employee benefits, or insurance-adjacent industries
Familiarity with broker or channel sales models
HubSpot certifications (Sales Software, Revenue Operations, or similar)
Proficiency with AI tools
Exposure to ERP systems (QuickBooks, Sage Intacct, NetSuite, or similar)

Benefits

Comp & perks

Competitive salary
Growth opportunities
Comprehensive benefits package - Medical, Dental, Rx, Vision, Life, Disability, Hospital reimbursement plan
401k with per pay employer match
Employee Assistance Program through LifeMatters EAP
Mental health benefits, including access to paid therapy
Paid maternity leave after 12 months
Paid Time Off including time off to volunteer in your community and the day off on your birthday
Casual dress code
Wellness program and teambuilding opportunities with incentives
Milestone anniversary program
Ongoing training and education

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

CRM ManagementPipeline configurationData integrityWorkflow automationCustom reportingPipeline managementProcess documentationData analysisKPI reportingCompetitive market research

Soft Skills

Clear communicationOrganizational skillsTime managementProcess orientationIndependent prioritization

Certifications

HubSpot Sales SoftwareHubSpot Revenue Operations