We are seeking a Sales Operations Assistant to work on sales opportunities. This role will focus on clerical, documentation, and reporting tasks, ensuring smooth operations, timely deliverables, and accurate recordkeeping.
This full-time position is ideal for someone who is highly organized, detail-oriented, and eager to gain hands-on experience across sales operations and financial processes. An interest in global collaboration and occasional travel is encouraged, as you may support international colleagues and projects.
Sales Support
Maintain and update Hubspot CRM records (contacts, opportunities, pipeline stages, etc.)
Assist in preparing sales proposals, RFP responses, and supporting documentation
Support in using Hubspot to maintain and update sales dashboards and reports
Track and follow up on outstanding quotes, renewals, and customer legal documentation
Assist the sales team in developing and improving processes, including building templates for contracts
Any experience with SAP and or willingness to learn about data migration processes would be an advantage
Qualifications
1–3 years of experience in an administrative (sales/project support preferred)
High Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint) is required
Familiarity with CRM systems (e.g., HubSpot) is a plus
Experience supporting documentation processes such as RFPs, contracts, or change requests is a plus
Familiarity with data visualization tools such as Power BI preferred
Ability to be client-facing and manage client expectations professionally
Excellent written and verbal communication skills
Ability to manage multiple priorities in a fast-paced environment
Proactive, dependable, and team-oriented mindset
Interest in global business and willingness to travel as opportunities arise
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