Sales Automation Specialist

BloomreachCharlotte, NC
Remote

About The Position

Bloomreach is seeking an organized, tech-savvy, and highly collaborative Sales Automation Specialist to act as the liaison between marketing-generated demand and the sales team. This role is responsible for managing the operational flow of inbound marketing-sourced leads ("BrandGen") to ensure accurate routing, timely meeting scheduling and completion, and efficient handoffs between teams. The ideal candidate thrives in a fast-paced environment, excels at internal communication, and enjoys process optimization. The Sales Automation Specialist will collaborate with Account Executives (AEs), marketing, and revenue operations to ensure inbound opportunities move through the funnel with speed, clarity, and accountability.

Requirements

  • 1 to 3 years of experience in a sales support, sales coordination, business development support, marketing operations support, or similar go-to-market role.
  • Strong organizational skills and exceptional attention to detail.
  • Excellent written and verbal communication skills, especially in internal stakeholder management.
  • Ability to coordinate across multiple teams and keep work moving without direct authority.
  • Comfort working in CRMs and go-to-market systems such as Salesforce, HubSpot, or similar tools.
  • Strong sense of ownership and follow-through; able to spot gaps and drive resolution.
  • Analytical mindset with the ability to identify trends, process breakdowns, and opportunities for improvement.
  • Ability to work quickly and accurately in a high-volume environment.
  • Confidence navigating ambiguity and prioritizing across multiple inputs.
  • Strong technical aptitude and comfort learning new tools and systems quickly.
  • Comfort using or learning AI-powered go-to-market tools to support lead prioritization, outreach automation, and workflow efficiency (e.g., Salesloft, Qualified, or similar platforms).

Nice To Haves

  • Experience supporting an inbound sales motion or marketing-to-sales handoff process.
  • Exposure to lead routing logic, territory assignment, meeting coordination, or funnel management.
  • Experience partnering with marketing, SDR, sales, or RevOps teams in a B2B SaaS environment.
  • Familiarity with speed-to-lead, conversion metrics, and inbound funnel reporting.
  • Experience identifying and improving operational workflows or process documentation.
  • Comfort working with Slack, CRM reporting, spreadsheets, and other workflow tools.
  • Prior experience in a highly cross-functional coordination role where success depended on strong internal communication.

Responsibilities

  • Monitor inbound "BrandGen" lead flow and ensure leads are routed to the right Account Executives based on territory, segment, and ownership rules.
  • Partner with AEs to confirm meetings are scheduled promptly and completed as expected.
  • Act as the connective tissue between marketing-sourced pipeline and the sales organization, ensuring no leads are missed.
  • Track speed-to-lead, meeting progression, routing accuracy, and other key operational signals across the inbound motion.
  • Identify breakdowns, bottlenecks, and inconsistent execution, and partner with the appropriate teams to resolve them.
  • Create and maintain a feedback loop with marketing and operations on lead quality, routing issues, meeting outcomes, and conversion trends.
  • Help improve inbound workflows, documentation, and operating discipline to make the process faster, cleaner, and more scalable.
  • Communicate clearly and proactively with cross-functional stakeholders regarding needed actions, follow-ups, or process issues.
  • Work directly within AI-powered go-to-market tools to support lead prioritization, outreach automation, and workflow efficiency for the inbound motion.

Benefits

  • Health care including medical, dental, and vision insurance
  • 401k plan with employer contribution
  • People Development Program
  • Employee Assistance Program
  • Subscription to Calm app
  • DisConnect days (additional day off each quarter)
  • Facilitated sports, yoga, and meditation opportunities
  • Extended parental leave up to 26 calendar weeks for Primary Caregivers
  • Restricted Stock Units or Stock Options
  • Company performance bonus
  • Employee referral bonus
  • Recognition for work anniversaries (Bloomversaries)
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