The Senior Specialist, Sales Operations, ensures the sales team operates efficiently, accurately, and with full visibility into pipeline performance. This role manages HubSpot CRM for the sales organization, maintains pipeline integrity, develops forecasting processes, and equips sales leadership with the systems, reporting, and operational support needed to close deals. This position is based in the Dallas-Fort Worth area.
Main Responsibilities
CRM & Pipeline Management
- Own the sales-side configuration and administration of HubSpot CRM and Sales Seat Assignments.
- - Maintain deal stages, pipeline structure, sales workflows, and CRM data integrity.
- - Manage lead-to-opportunity handoff processes and list uploads.
Lead Lifecycle & Sales Process Optimization
- Define and manage lifecycle stages from Lead through Customer.
- - Maintain lead routing and assignment rules.
- - Build automations to reduce manual work for sales reps.
Forecasting & Reporting
- Build and maintain dashboards and reporting for pipeline health, sales velocity, forecast accuracy, and win/loss analysis.
- - Provide weekly forecast analysis and reporting to sales leadership.
- - Track quota attainment and support commission calculations.
Sales Enablement & Business Development Support
- Maintain sales playbooks, templates, and sales assets within HubSpot.
- - Build prospecting lists using ZoomInfo and LinkedIn Sales Navigator.
Reports to: Vice President, Sales
Minimum Qualifications
- Four-year degree in Business Administration, Marketing, Finance, Data Analytics or related field.
- - 3+ years of relevant experience in Sales Operations, Revenue Operations, CRM Administration, or related role.
- - Experience with CRM and sales enablement platforms; HubSpot experience strongly preferred.
- - Strong organizational, analytical, and communication skills.
Benefits
- Full-time position with competitive salary and bonus opportunity.
- - Benefits package (medical, dental, paid vacation, 401k).
- - 3/2 hybrid schedule (T/W/Th in office; M/F work from home).
Location: Dallas-Fort Worth, TX-based position