A consulting, development, automation, and outsourcing firm is seeking a detail-oriented and systems-savvy Sales & RevOps Specialist to support the day-to-day operations of our sales function.
This role is designed for someone who enjoys working behind the scenes to keep sales processes organized, accurate, and moving forward. You will support sales leadership by maintaining CRM data, assisting with proposals and contracts, coordinating follow-ups, and helping ensure visibility across the sales pipeline and client lifecycle.
While HubSpot is a core platform in this role, the position is not limited to CRM administration. You will assist with email outreach, proposal creation, automation workflows, and internal reporting. This role also supports select client-facing RevOps and HubSpot projects, but the primary focus is supporting internal sales operations.
Assist in maintaining the sales pipeline in HubSpot, ensuring deal stages, notes, and next steps are kept up to date
Support pipeline tracking, basic reporting, and dashboard updates for leadership visibility
Help ensure follow-ups, reminders, and deal activity are properly logged
Maintain pipeline hygiene and data accuracy across deals, contacts, and companies
Assist with building, updating, and managing sales proposals, pricing documents, and statements of work using tools such as PandaDoc, Qwilr, Proposify, DocuSign, or similar platforms
Maintain proposal templates, pricing tables, and reusable content blocks
Coordinate revisions, approvals, and follow-ups related to proposals and contracts
Track contract status, renewals, expansions, and change orders
Ensure proposal and contract details are accurately reflected in HubSpot
Support administration of HubSpot Sales and Marketing Hub
Assist with cold and warm outreach campaigns using HubSpot or tools such as Instantly, SalesHandy, or similar platforms
Help with list segmentation, campaign setup, and performance tracking
Support lead routing, lifecycle stage updates, and attribution tracking
Assist in building and maintaining automations using Zapier, Make, and or n8n
Help connect CRM, email, scheduling, and internal tools
Support data enrichment, cleanup, and supplementation efforts
Track client milestones such as onboarding dates, anniversaries, and renewals
Assist with client gifting, reminders, and relationship tracking
Maintain organized and up-to-date client records
2+ years of experience in Sales Operations, RevOps, CRM support, or sales support roles
Hands-on experience with HubSpot Sales Hub (Marketing Hub experience a plus)
Experience supporting sales pipelines, deal tracking, and CRM data management
Experience assisting with proposals or contracts using tools such as PandaDoc, Qwilr, Proposify, DocuSign, or similar
Familiarity with email outreach or marketing campaigns and deliverability basics
Experience with automation tools such as Zapier or Make
Strong written communication skills and attention to detail
Highly organized and comfortable supporting multiple workflows at once
HubSpot certifications (Sales Hub, Marketing Hub, or RevOps)
Experience with outbound tools such as Instantly, SalesHandy, Lemlist, or similar
Familiarity with n8n or API-based automation
Experience supporting consulting, professional services, or B2B sales teams
Comfortable working with remote, distributed teams
Full-time
Fully remote
Must be available during core U.S. business hours
Competitive compensation based on experience
Fully remote, collaborative work environment
Clear role scope with opportunities to grow into more senior RevOps responsibilities
Exposure to consulting, automation, and client-facing operational work