SDR Team Leader
OX Security
Cyber Security
Job Level
JuniorMid-Level
Tech Stack
Cyber Security
About the role
- 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.
Requirements
- 2+ years of experience in sales operations, deal desk, or similar administrative role.
- Proven experience with HubSpot (strongly preferred).
- Strong proficiency in Google Workspace (Docs, Sheets, Drive).
- Experience with contract management and sales documentation.
- Excellent attention to detail with ability to maintain data accuracy across multiple systems.
- Ability to work with multiple software platforms simultaneously.
- Experience with workflow automation tools is a plus.
- Familiarity with SaaS business models and terminology.
- Reliable high-speed internet connection.
- Quiet, professional home office setup.
- Must be amenable to work US Eastern Time zone hours.
- Fluency in written and verbal English communication skills.
