Sales Operations & Deal Management Specialist

Job Description

About the Role

We are seeking a highly organized and detail-oriented Sales Operations & Deal Management Specialist to support the team in managing the sales pipeline, tracking strategic deals, and ensuring seamless execution of sales processes. This role will play a critical function in sales administration, pipeline management, and operational support for executive-led sales activities.

This is an exceptional opportunity for someone who thrives in a structured yet fast-paced environment and enjoys working behind the scenes to optimize sales efficiency, ensure deal momentum, and support high-value opportunities.

Key Responsibilities

Pipeline & Deal Management

- Maintain and organize the team’s sales pipeline, ensuring all leads, opportunities, and deals are accurately tracked and updated.
- Assist in prioritizing sales opportunities based on strategic value, revenue potential, and business alignment.
- Monitor deal progress, flag stalled opportunities, and ensure follow-ups are executed in a timely manner.
- Prepare sales slides and pricing proposals.
- Prepare sales reports, analytics, and dashboards to support decision-making and forecasting.

Sales Process Optimization

- Oversee the administrative execution of deals, ensuring smooth transitions through each sales stage.
- Coordinate with cross-functional teams (legal, finance, product, marketing) to ensure alignment on deal structure, pricing, and approval processes.
- Maintain and improve CRM hygiene, ensuring all sales activities and customer interactions are properly logged.
- Support the development of sales playbooks, templates, and standard operating procedures (SOPs) for a more efficient sales process.

Executive Sales Support

- Act as the primary sales operations partner for the CEO and key executives, enabling them to focus on high-impact sales activities.
- Assist with preparing materials for executive sales meetings, including presentations, research, and follow-up documentation.
- Manage internal communication and coordination to ensure executives have the right data and insights before customer interactions.
- Serve as a point of contact for internal stakeholders on deal status, pipeline updates, and sales forecasting.

Customer & Partner Coordination

- Schedule and coordinate meetings with strategic customers and partners, ensuring seamless execution of sales interactions.
- Support in maintaining strong relationships with key accounts by tracking commitments, deliverables, and engagement history.
- Follow up on customer and partner inquiries, ensuring timely responses and proper internal alignment.

Qualifications and Skills

Experience

- 3-5 years of experience in sales operations, sales administration, or revenue operations within a B2B or SaaS company.
- Experience working closely with executives, sales teams, or business development leaders to manage sales pipelines and processes.

Skills

- Exceptional organizational and project management skills—ability to juggle multiple priorities and deadlines.
- Strong analytical skills, with experience in CRM systems (HubSpot), sales reporting, and data-driven insights.
- High attention to detail, ensuring accuracy in pipeline tracking, forecasting, and deal management.
- Excellent communication skills to interface with executives, sales reps, and customers.

Mindset & Attributes

- Process-driven and proactive, constantly looking for ways to improve efficiency and remove friction in the sales process.
- Collaborative and resourceful, able to work cross-functionally and influence stakeholders without direct authority.

Job Type: Full-time

Pay: $80,000.00-$100,000.00 per year

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