What You Will Do:

Position Overview:

The Sales Operations Administrator is a key operational role responsible for supporting the execution and optimization of sales processes, systems, and reporting that drive revenue growth, operational efficiency, and data-driven decision-making. This individual will work closely with Sales, Marketing, Finance, and Delivery teams to streamline operations, improve pipeline visibility, and enable consistent, scalable go-to-market execution across the organization. The ideal candidate will bring strong analytical capabilities, attention to detail, and a passion for operational excellence in a fast-growing B2B environment.

Key Responsibilities:

• CRM & Sales Tools Management: Own the administration, optimization, and day-to-day management of the CRM (HubSpot), ensuring data accuracy, user adoption, and continuous improvement of workflows and automations.

• Sales Process Support: Assist in the development and implementation of standardized sales processes and best practices that support the full sales cycle—from lead qualification to deal closure and handoff to Delivery.

• Performance Reporting: Generate and maintain dashboards, forecasts, and reports to provide sales and leadership teams with visibility into KPIs, pipeline health, win/loss trends, and productivity metrics.

• Sales Enablement: Partner with Sales and Marketing to ensure sales teams have access to up-to-date collateral, pitch decks, case studies, and proposal templates; assist with onboarding and ongoing training.

• Quote-to-Cash Coordination: Support quote generation, pricing approvals, and contract workflows; coordinate with Finance to ensure clean handoff for invoicing and revenue recognition.

• Territory & Account Management: Help manage territory assignments, account segmentation, and alignment of reps to opportunities, ensuring balanced workload and focus on priority accounts.

• Technology Evaluation & Implementation: Support the evaluation and rollout of new tools or enhancements that improve sales productivity, automation, and data insights.

• Sales Meeting & Planning Support: Coordinate sales meetings, pipeline reviews, QBRs, and other planning sessions, including preparation of materials and tracking of follow-up actions.

What You Will Bring:

Qualifications:

• Experience: 1-3 years of experience in a sales operations, revenue operations, project management, or business operations role within a B2B organization, preferably in technology, SaaS, or consulting services.

• Systems Proficiency: Hands-on experience with CRM platforms (HubSpot, Salesforce), sales analytics tools, and productivity applications (Excel, SharePoint, PowerPoint, BI dashboards).
• Industry Knowledge: Exposure to Intelligent Automation, AI, RPA, or related enterprise technology services is a plus but not needed.

• Analytical Skills: Strong data analysis, reporting, and problem-solving capabilities; able to turn insights into operational improvements.

• Process Orientation: Highly organized with a focus on continuous improvement, process efficiency, and cross-team alignment.

• Communication: Clear communicator who can work effectively with cross-functional teams and present data and recommendations to stakeholders.

• Education: Bachelor’s degree in Business Administration, Sales, Marketing, or a related field.

Why Ashling Partners

• At Ashling Partners, we strive to provide meaningful work in a positive, appreciative and  fun culture for our own team. All firm members are referred to as “Ohana,” the Hawaiian  word for family, with regards to extended family beyond relatives. The conceptemphasizes that extended families are bound together by a common belief, attitude or  purpose and members must cooperate and remember one another. 
• Lifelong Learning - In the intelligent automation space change happens  fast, in order to support that change, Ashling has developed a culture that  enables lifelong learners to continuously develop their skill sets 
• Diversity of Thought, Culture, Background & Identity – We build  diversity, equity, and inclusion capabilities into all facets of our business to  support innovation, creativity, and our global growth objectives 
• Consistently Innovate with Cutting Edge Technology – We offer a  continuous model for performance improvement and the opportunity to  work with best of breed automation technology stacks
• Provide Servant-Based Leadership – We believe the leader’s role is to serve  the organization, not the other way around 
• Practice Stewardship – We work together as peers, regardless of a person’s  formal role or authority in the organization 
• Be Entrepreneurial in Management – We empower people to bring ideas  and challenge them with the responsibility to make them successful•
• Offer Open-Book Finance – We give everyone the opportunity to see the  books, how we are being measured and what our score is, so they can feel  empowered to impact success 
• Provide the Best Service – We may not be the cheapest, but we will deliver  the best value to our clients 
• Make Data-Driven Decisions – We are a data-driven organization internally  and externally 
• Be a fun place to work - We provide a positive, appreciative and fun culture

What Sets Us Apart

• Quarterly book allotment (any book of your choice, no cap!) 
• Uncapped training allotment 
• Unlimited holidays 
• Unlimited PTO! 
• Immediate 401K contributions