Sales Operations Associate

Health Payment Systems Inc•Milwaukee, WI

13d•$55,000 - $60,500•Remote

About The Position

The Sales Operations Associate serves as the operational backbone of the sales function, ensuring the team runs efficiently while enabling revenue growth. This role supports the full sales lifecycle, from managing inbound RFPs and maintaining CRM accuracy to coordinating outreach efforts and preparing leadership for external engagements. You’ll work closely with sales leadership to keep the pipeline organized, ensure opportunities move forward, and handle the behind-the-scenes execution that allows the team to focus on closing business. You will also lead special projects and initiatives that support the broader sales and growth strategy and take on additional responsibilities as needed to keep the sales function running smoothly. This is an ideal opportunity for someone early in their career who is highly organized, detail-oriented, and eager to learn how a high-performing sales engine operates. This role reports directly to our VP of Partnerships and Sales and is a remote opportunity with occasional travel to our Milwaukee office.

Requirements

Bachelor’s degree or equivalent experience.
2+ years of experience in sales operations roles.
Experience using HubSpot or a similar CRM platform.
Strong proficiency in Microsoft Excel and PowerPoint.

Responsibilities

Sales Pipeline & CRM Management: Maintain accurate, up-to-date HubSpot data, ensure data integrity for forecasting and reporting, and generate pipeline insights for leadership and board visibility.
RFP & Proposal Coordination: Manage inbound RFPs end-to-end by coordinating cross-functional inputs, preparing responses, and ensuring timely, accurate delivery for leadership review.
Outbound & Event Support: Research and scrub conference attendee lists to identify high-priority prospects, support outreach campaigns, and coordinate meetings and event logistics for the leadership team.
Sales Enablement & Coordination: Prepare materials for meetings, capture notes and action items, and coordinate across teams to ensure alignment and timely follow-up.
Addressable Market List Creation: Using criteria provided by the sales team, create prospect lists that fit the addressable market criteria, research prospect details, including decision maker and broker / consultant contacts, and load into HubSpot for future prospecting activities.
External Meeting Coordination: Assist with meeting scheduling for all external meetings for the sales team.