Analysis Skills, Best Practices, Business Development, Business Operations, Business-to-Business (B2B), Channel Support, Communication Skills, Consulting, Contract Management, Cross-Functional, Customer Relations, Customer Relationship Management (CRM), Customer Relationship Management (CRM) Systems, Data Quality, Design Document, Documentation, Documentation Standards, Finance, Forecasting, Investment Management, Leadership, Marketing, Microsoft Product Family, Operational Support, Operations Processes, Organizational Skills, Presentation/Verbal Skills, Process Capability, Process Development, Process Improvement, Process Management, Professional Services, Quality Management, Reporting Dashboards, Reporting Skills, Revenue Growth, Sales, Sales Administration, Sales Closing Skills, Sales Cycle, Sales Forecasting, Sales Operations, Sales Pipeline, Sales Support, Software as a Service (SaaS), Writing Skills
About Advisicon
Advisicon is a technology consulting firm specializing in project, work, and portfolio management solutions that help organizations improve visibility, alignment, and execution. Our team partners with clients across strategy, implementation, training, and organizational transformation, with deep expertise in Microsoft technologies and enterprise work management practices.
Why This Role Matters
This is a unique opportunity to help shape and scale the sales function within a growing consulting organization. The person in this role will play a foundational role in building the systems, processes, and operational structure that support future growth while also helping support active sales efforts during an important stage of expansion.
Position Summary
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.
Key Responsibilities
Sales Operations & Infrastructure
- 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
Sales Execution & Revenue Support
- 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
Sales Compensation Administration
- 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
Cross-Functional Alignment
- 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
Required Qualifications
- 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
Success Measures
Success in this role will be demonstrated by:
- A clearly defined and consistently followed sales process
- Improved CRM data quality, forecasting visibility, and pipeline hygiene
- Reduced dependency on leadership for day-to-day sales coordination and deal management
- Increased consistency in opportunity movement and follow-up across the sales lifecycle
- Strong operational alignment between sales, marketing, finance, and delivery
- A scalable sales infrastructure that supports future growth and team expansion