Sales Operations Lead

Global Tax Management • Radnor Township, PA

2d

About The Position

The Sales Operations Lead will be responsible for being a liaison between GTM leadership, marketing and business development resources for GTM. This role will focus on facilitating marketing and sales efforts, managing lead generation and pipeline, optimizing and streamlining processes and executing activities that drive revenue and accelerate customer acquisition. The Sales Operations Lead partners closely with market and practice leaders to support lead generation, proposal development, CRM optimization.

Requirements

• Bachelor’s Degree in Business Administration, Marketing, or related field
• A minimum of 3 years of experience in sales operations with a strong knowledge of sales and marketing processes, methodologies, pipeline management, and best practices
• Proficient with marketing automation tools and CRM software, prior experience with HubSpot is a plus
• Excellent communication skills
• Exemplary time management and organizational skills
• High attention to detail and level of accuracy
• High degree of tact, judgment and discretion
• Experience in Microsoft Office suite
• History of successfully working with sales executives and/or C-suite level personnel

Nice To Haves

• A Master’s Degree is preferred but not required

Responsibilities

• General pipeline management and reporting: work with assigned market and practice leaders to ensure the pipeline is up to date and opportunities are progressing through the sales process.
• Monthly business development & marketing meetings: coordinate and direct monthly business development and marketing meetings for defined regions with various stakeholders. Prepare agendas and track action items.
• Lead management: act as a key point of contact for lead generation routing and tracking. Ensure leads are routed to the appropriate market and practice leaders and properly documented in the pipeline.
• Proposal Support: assist market leaders, practice leaders, and other managing directors with the preparation of proposals and RFP responses.
• HubSpot Support & Administration: ensure data in CRM is accurate and updated, manage CRM user access, manage lists within CRM, provide CRM training/support to end users, and implement new CRM functionality.
• Prospect outreach: proactively follow up with prospects after key activities and events (e.g., event attendance, website visits, content consumption, current news, etc.) to generate qualified leads.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level