Workstreet

Sales Operations Analyst

Workstreet

full-time

Posted on:

Location Type: Remote

Location: India

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About the role

  • Create and prepare sales contracts using approved templates and pricing guidelines
  • Process signed contracts by downloading, organizing, and storing them in Google Drive
  • Complete deal closure processes in HubSpot, ensuring all required fields are accurately populated
  • Maintain data integrity across HubSpot, Streetsmart, Airtable, and other internal systems
  • Create preliminary proposals in Streetsmart (up to 70% completion) for Account Executive final review and customization
  • Provide updates on deal observations, opportunity progression, and contract status
  • Verify customer accounts in MSP Console on subscription start date from Order Form
  • Review and confirm customer details, applicable frameworks, and company information are accurate in provisioned account
  • Manage user access by adding/removing users and coordinating admin invitations for the Vanta instance
  • Monitor and prevent duplicate deal creation within the CRM
  • Conduct weekly audits to identify companies with contacts but no associated deals
  • Review active customer contracts and validate key data points across HubSpot, Juro, and contract documents
  • Review and ensure contract templates are updated in Juro; compile and track contract approval for redlines and negotiated terms
  • Provide updates and conduct walkthroughs for stakeholders on processes, contract management workflows, and system changes

Requirements

  • 2+ years of experience in sales operations, deal desk, or a similar administrative role
  • Proven experience working in HubSpot
  • Experience with Notion for documentation (strongly preferred)
  • Exposure to CRM data audits, reporting, or sales process optimization
  • Strong proficiency in Google Workspace (Docs, Sheets, Drive)
  • Experience handling contracts, proposals, and sales documentation
  • Highly detail-oriented with a strong commitment to data accuracy across multiple systems
  • Comfortable working with multiple SaaS tools simultaneously in a fast-paced environment
  • Clear and proactive communicator who collaborates effectively with sales teams and stakeholders
  • Reliable and self-directed, with the ability to consistently perform in a remote setup.
Benefits
  • Career Development: Clear path with mentorship and training opportunities
  • Technical Training: Comprehensive onboarding on security and compliance frameworks
  • Competitive Compensation: A competitive base salary with regular performance reviews linked to merit-based appraisals and bonus opportunities.
  • Growth Opportunity: Early-stage company with significant room for career advancement.
  • Remote-First Culture: Flexibility to work from anywhere while collaborating with a global team.
Applicant Tracking System Keywords

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

Hard Skills & Tools
sales operationsdeal deskCRM data auditssales process optimizationcontract managementdata accuracyproposal creationcontract reviewdeal closure processesuser access management
Soft Skills
detail-orienteddata accuracyclear communicationproactive collaborationself-directedreliableability to perform remotelyorganizational skillsstakeholder engagementfast-paced adaptability