Commercial Operations Specialist

Transfix; California; Remote; USD 55,000 - 70,000; Full time

Benefits offered by this job

Equity in Transfix

Remote-first environment

Medical/Dental/Vision premiums

2 months parental leave

Unlimited sick days

Unlimited PTO

Career growth

Job summary

Transfix is seeking a Commercial Operations Specialist to support our revenue engine from first touch to signed customer. You will own the day-to-day CRM maintenance, build reports, and assist sales and marketing with materials, data, and proposals.

This entry-level role offers growth potential and a remote-first environment. You’ll work with HubSpot or Salesforce, Excel/Sheets, and presentation tools while helping the team win customers and tidy messy data.

Qualifications

• 0–2 years of experience in sales operations, marketing operations, or similar roles.
• You've used a CRM such as HubSpot or Salesforce or are eager to learn quickly.
• Comfortable with Excel/Google Sheets (sorting, filtering, VLOOKUPs, pivots).
• Detail-oriented and organized with strong documentation and reporting skills.
• Ability to create clear, concise materials and explain processes.

Responsibilities

• Review and manage HubSpot CRM daily (users, properties, pipelines, views).
• Maintain data quality with audits, dedupes, imports, and standards enforcement.
• Support sales cycle from lead to close; route leads; prep research; track progress; help with proposals/contracts.
• Build and maintain reports/dashboards for pipeline, activity, results.
• Partner with marketing to run campaigns, build lists, workflows, track leads; measure results.
• Create/update sales materials (one-pagers, decks, case studies, guides).
• Coordinate conference/customer event logistics (registration, booth materials, follow-up).
• Support Customer Success and Product Support with ad hoc requests.

Skills

CRM proficiency

Data quality

Reporting & dashboards

Proposal & contracts support

Organization & prioritization

Communication

Presentation skills

Team collaboration

Curiosity about SaaS

Writing & clarity

Tools

HubSpot

Salesforce

Excel/Sheets

Google Slides

PowerPoint

Canva

Claude

Gemini

Job description

Job Overview

As our technology continues to disrupt and transform the critical yet highly antiquated logistics industry, we are building the systems and processes that help our commercial team grow. That's why we are looking for a Commercial Operations Specialist to join our team. Reporting directly to our Vice President, Revenue, this role will keep our commercial engine running smoothly, from the first marketing touch to a signed customer.

As a Commercial Operations Specialist, you'll support every stage of the sales cycle, own the day-to-day maintenance of our CRM, and help our sales and marketing teams with the materials, data, and reporting they rely on. This is an entry-level role with plenty of room to grow. If you're organized, curious about how businesses win customers, and love making messy things tidy, please keep reading!

What You'll Do in this Role

• Serve as the day-to-day reviewer of our CRM (HubSpot): manage users and permissions, create and maintain properties, pipelines, and views, and handle requests from the sales and marketing teams.

• Keep our data clean and reliable by running regular audits, merging duplicates, importing lists, researching to fill blank spaces in our data and enforcing data entry standards.

• Support the sales cycle from lead to close: route and assign new leads, prepare account research before calls, track deal progress, and help assemble proposals, quotes, and contracts.

• Build and maintain reports and dashboards that give sales leadership a clear view of pipeline, activity, and results.

• Partner with marketing to execute campaigns, including building email lists, setting up simple workflows and sequences, tracking event and conference leads, and measuring results.

• Create and update sales materials such as one-pagers, pitch deck slides, case studies, and internal how-to guides.

• Coordinate logistics for conferences and customer events, from registration and booth materials to post-event lead follow-up.

• Support the Customer Success and Product Support teams with ad hoc requests and projects.

How You Know this Role is For You

• You have 0-2 years of experience in sales operations, marketing operations, sales support, or a similar role. Internships, school projects, and roles outside these areas count too if you've done this kind of work.

• You've used a CRM such as HubSpot or Salesforce, or you're excited to learn one quickly. HubSpot certifications are a plus.

• You're comfortable in Excel or Google Sheets, including sorting, filtering, VLOOKUPs, and pivot tables.

• You're detail-oriented and take pride in getting things right, whether it's a contact record, a report, or a slide.

• You're highly organized and can juggle requests from several people, knowing what's urgent and when to ask a question.

• You write clearly and concisely, and you can explain a process to someone who's in a hurry.

• You have a good eye for presentation and have used tools like Google Slides, PowerPoint, or Canva.

• You’re AI fluent and are comfortable using tools like Claude and Gemini to scale your output.

• You're curious about logistics, supply chain, or SaaS, and want to learn how a commercial team works from the inside.

• You're a team player who enjoys helping others succeed and wants to grow your career in sales, marketing, or revenue operations.

What You can Expect from Transfix

• A collaborative, remote-first work environment, with occasional in person events.

• This role pays a base salary between $55,000-$70,000 per year depending on experience level and geographic location, as well as equity in Transfix.

• We offer 100% company paid medical, dental, and vision health benefit premiums. That's $0 out of your paycheck!

• We offer 2 months of parental leave, as well as unlimited sick days and unlimited PTO.

• Career growth! We are growing quickly and prioritize developing our teams to meet their full potential and promoting from within.

**Note: If you are looking for a salary outside of this range, but this role looks exciting to you, we still encourage you to apply. We are growing quickly here at Transfix and may have other roles that could be aligned for your skillset opening very soon!

Transfix is committed to the principle of equal employment opportunity for all employees and to providing employees with a work environment free of discrimination and harassment. All employment decisions at Transfix are based on business needs, job requirements, and individual qualifications, and are made without regard to race, creed, color, religion, gender, sexual orientation, gender identity/expression, national origin, disability, age, genetic information, veteran status, marital status, pregnancy or related condition (including breastfeeding), or any other basis protected by law. It is Transfix's policy to comply with all applicable national, state and local laws pertaining to nondiscrimination and equal opportunity. Transfix does not and will not tolerate discrimination or harassment based on any of these characteristics. Transfix encourages applicants of all ages.