Workstreet

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

Software Engineer

• Develop, write, and maintain policies and procedures to ensure compliance with SOC 2, ISO 27001, and other relevant standards
• Manage and execute SOC 2 Type 1 and Type 2 implementation projects
• Implement and oversee technical controls in cloud environments, including AWS, GCP, and Azure
• Direct daily operations of a small team, driving success through effective leadership
• Conduct regular security audits and risk assessments to identify vulnerabilities and ensure continuous improvement of security posture
• Coordinate with different teams to ensure compliance and security best practices are integrated into their workflows
• Stay updated on new regulatory requirements and industry best practices
• Work within and feel comfortable operating compliance platforms like Drata, Vanta, and SecureFrame

Manager, GRC Engineering

Project Manager

• Oversee full lifecycle of security questionnaire projects including planning, execution, monitoring, and delivery
• Identify opportunities to improve efficiency in questionnaire response processes and implement standardized templates and procedures
• Maintain organized documentation of all client questionnaires, responses, and supporting evidence for future reference and continuous improvement
• Create realistic project timelines, track progress against milestones, and proactively address potential delays
• Coordinate internally with security analysts and team members to gather necessary information and ensure consistent, accurate responses
• Ensure timely delivery of high-quality responses while maintaining exceptional client satisfaction

Sales Operations Analyst

Manager, GRC Engineering

Project Manager, Trust Services