Sales Operations Manager

• Create and prepare sales contracts using provided templates and pricing guidelines.
• Process signed contracts including downloading, organizing in Google Drive, and updating HubSpot records.
• Complete deal closure processes in HubSpot, ensuring all required fields are accurately populated.
• Maintain data integrity across multiple systems (HubSpot, Streetsmart, Airtable, etc.).
• Create preliminary proposals in Streetsmart (70% completion) for AE final customization.
• Provision new customers in MSP (Vanta) platform and add customer details, frameworks, and company size information.
• Set up user permissions and send admin invitations for Vanta instances.
• Monitor and prevent duplicate deal creation across the CRM.
• Conduct weekly audits to identify companies with contacts but no associated deals.
• Follow detailed SOPs and identify improvement opportunities.
• Collaborate with Account Executives, Customer Success, and Finance teams.
• Report to Revenue Operations Team.

Sales Operations Analyst

Sales Operations Specialist

Sales Operations Analyst