Sales Operations Lead

AdvisiconVancouver, WA

About The Position

Advisicon is seeking a Sales Operations Lead to build and operationalize the systems, processes, and structure that support a scalable sales function within a growing technology consulting organization. This is a foundational role designed for a hands-on leader who is equally comfortable building the operational backbone of sales and actively participating in the sales process during an early stage of growth. Approximately two-thirds of this role will focus on designing and implementing sales infrastructure, including CRM optimization, pipeline management, reporting, forecasting, sales process development, and compensation administration. The remaining portion of the role will involve supporting active sales efforts, including participation in sales calls, opportunity management, proposal coordination, and helping advance deals through the pipeline. The ideal candidate has experience supporting or leading sales operations within consulting, professional services, SaaS, or technology organizations and is comfortable operating in an evolving environment where systems are still being built.

Requirements

  • 5+ years of experience in sales operations, revenue operations, business development, or related sales support leadership roles
  • Experience building or optimizing CRM systems, pipeline processes, and sales workflows
  • Experience supporting or participating in B2B sales environments, preferably within consulting, professional services, SaaS, or technology organizations
  • Strong understanding of sales process management, forecasting, pipeline discipline, and opportunity progression
  • Comfort participating in client-facing sales activities and supporting active deal movement
  • Strong analytical, organizational, and process design capabilities
  • Excellent written and verbal communication skills
  • Ability to operate independently in an evolving, growth-oriented environment

Responsibilities

  • Design, document, and implement scalable sales workflows from lead intake through close and handoff to delivery
  • Build and maintain CRM architecture, opportunity stages, forecasting inputs, dashboards, and reporting standards
  • Establish pipeline governance, sales documentation standards, and operational best practices
  • Develop reporting and visibility into pipeline health, deal movement, forecasting, and sales performance
  • Identify operational bottlenecks and implement process improvements to improve efficiency and scalability
  • Participate in sales calls, discovery conversations, and deal progression activities as needed
  • Support opportunity strategy, proposal coordination, contract routing, and deal tracking
  • Help ensure opportunities move consistently through the pipeline with clear ownership and follow-up
  • Collaborate with leadership to reduce founder dependency in day-to-day sales execution
  • Administer and maintain sales compensation structures, rules, and tracking mechanisms defined in partnership with leadership and finance
  • Track bookings and commissionable events and ensure accuracy in reporting
  • Support transparency and consistency in compensation-related processes
  • Partner with leadership, finance, delivery, marketing, and partner managers to support the full revenue lifecycle
  • Improve alignment between marketing-generated opportunities, sales follow-up, and pipeline visibility
  • Ensure smooth transition from closed sales to consulting delivery through clear documentation and expectations
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