Sr. Sales Operations Specialist

About the Opportunity: Our client partners with founder-led digital marketing agencies serving clients in the legal, healthcare, dental, and home services industries. They are bringing together successful agencies and building the infrastructure, technology, and operating systems to help them grow faster than they could on their own. This client is looking for a hands-on Senior Sales Operations Specialist to help build the next generation of their sales organization. Their agencies share a common technology platform, and now they are taking the next step: building an intelligent, AI-powered sales operating system that tells every sales rep where to focus, what to do next, and how to win. Think automated workflows, actionable dashboards, intelligent sales agents, repeatable playbooks, and data-driven decisions that help salespeople spend less time managing systems and more time selling. This isn't a role where you'll inherit a fully built RevOps department. You'll be the builder, operator, and problem-solver who makes it happen. If you've built sales operations from the ground up, know HubSpot inside and out, and are excited about putting AI to work in real-world sales environments, we'd love to hear from you.

Improve Sales Productivity and Performance: Analyze the sales process from lead to close to identify bottlenecks and opportunities for improvement. Develop account scoring, activity tracking, conversion reporting, and sales productivity metrics. Build reports and analytical models that help leaders make better decisions. Turn sales data into clear recommendations that improve execution and revenue performance.

Drive Process Adoption and Accountability: Establish consistent standards for pipelines, properties, required fields, and deal management. Determine which process and system improvements are needed and drive implementation. Work directly with agency founders, sales leaders, and sales teams to establish accountability. Lead practical, engaging training sessions that help teams adopt new tools and processes.

Bring AI Into the Sales Process: Leverage HubSpot AI and emerging AI capabilities to automate repetitive tasks and improve sales execution. Partner with our AI RevOps Engineer to train, optimize, and maintain AI agents supporting sales teams. Help build an intelligent sales system that identifies the right opportunities and recommends the next best actions for reps. Use AI in your own day-to-day work to increase efficiency, accelerate execution, and solve problems.

Connect Marketing and Sales: Partner with marketing operations teams to establish lead definitions, qualification standards, routing, and handoff processes. Ensure leads are delivered to the right salespeople with the information they need to take action. Improve visibility and accountability across the marketing-to-sales funnel. Take Ownership and Grow Into Strategic RevOpsStep in to build and manage sales programs where an agency lacks the resources, including outbound calling and direct mail campaigns. Partner with the Director of Revenue Operations to develop forecasting, capacity planning, quota methodology, and territory design. Gradually take ownership of broader revenue planning and sales organization design across multiple brands.

What you bring to the table: 3+ years of experience in Sales Operations, Revenue Operations, or a related role. Strong, hands-on HubSpot experience. You know how to configure the platform yourself, including workflows, sequences, pipelines, properties, reports, and dashboards. Experience building sales operations infrastructure and processes from scratch. Ability to work independently, make decisions, and solve problems without relying on an established playbook. Experience working directly with founders, executives, and sales leaders, including the ability to challenge assumptions and influence decisions using data. Demonstrated success driving CRM adoption and implementing new sales processes with teams. Experience supporting SMB or professional services sales environments with relatively short sales cycles and high sales volume. Strong analytical skills and the ability to build your own reports, dashboards, and performance models. Practical experience using AI tools to improve productivity, automate tasks, and streamline workflows. Excellent communication, organizational, and project management skills.

Bonus Points: Experience with sales forecasting, capacity planning, quota setting, or territory design. Experience supporting multiple brands, business units, or acquired companies. Background in digital marketing agencies, marketing services, legal, healthcare, or dental industries. Experience designing sales enablement programs, training initiatives, or outbound sales campaigns. Experience integrating HubSpot with financial, operational, or project management platforms such as NetSuite, Asana, or ClickUp. Experience implementing AI-powered sales automation, agents, or next-best-action systems. What Makes This Opportunity Different? Build, Don't Just Maintain. You'll have the opportunity to create systems and processes that shape how multiple sales organizations operate. AI Is Central to the Strategy. We're investing in AI as a core part of our operating model, not as an experiment or side project. Work Directly with Leadership. You'll collaborate with agency founders, sales leaders, and executive leadership, with the opportunity to influence how the business grows. Expand Your Strategic Impact. Start with hands-on execution and grow into broader ownership of forecasting, capacity planning, territories, and revenue strategy. Make a Measurable Difference. Your work will directly impact sales productivity, process efficiency, pipeline visibility, and revenue growth. If you're ready to build the systems that power the next generation of sales teams, let's talk.