Senior Sales Operations Specialist

Що робити

CRM Management — Maintain HubSpot data integrity, run hygiene checks, enforce governance standards, and train the sales team on best practices.
Sales Support — Keep pre-call automation fed with clean firmographic data, own new-client handoffs to ClickUp, and maintain integration points between AI notetakers, CRM sync, and sales workflows.
Pipeline Management — Own deal-stage accuracy through automation and spot-checks; surface stalled or misclassified deals and flag bottlenecks to leadership.
Billing — Set up billing portals, maintain the HubSpot product library, and ensure correct line items are in place before contracts go out.
Contracts & Proposals — Draft proposals using AI from call recordings, maintain PandaDoc templates, and manage the HubSpot–PandaDoc sync.

Selection Process
Three work-sample exercises — no resume-only screens:
Data hygiene — Clean a messy CRM export, flag anomalies, and recommend a fix so the issue doesn't recur.
Signal-routing build — Design a capture, enrichment, and routing flow from a rough ICP and warm engagement signals; explain how you'd measure it.
Ambiguous request — Respond to a deliberately under-specified ask to demonstrate clarifying instinct and judgment.