Operations Technology Specialist

Bold Business; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

We’re looking for a motivated, technically savvy operator to lead automation and integrations that power our sales engine. This pivotal role involves designing scalable systems, deploying AI and automation, and optimizing long-term sales technology. Join our innovative team to make a measurable impact in our growth.

Benefits

Cutting-edge sales technology

Dynamic, supportive work environment

Continuous learning opportunities

Work-life balance

Qualifications

• 2-5 years in Sales Operations or Technology, with integration focus.
• Experience with CRM and sales engagement platforms.
• Hands-on API integration experience.

Responsibilities

• Lead overhaul of sales workflow and tech stack.
• Automate data validation and hygiene processes.
• Provide actionable insights to Sales leadership.

Skills

Communication

Technical Aptitude

Problem Solving

Attention to Detail

Collaboration

Education

Bachelor's degree in Business, Computer Science, IT, Operations

Tools

HubSpot

Salesforce

Zapier

Make

Job description

About Our Company:

We are a growing BPO company that's redefining how businesses operate. Our culture is deeply rooted in being tech-forward and savvy , constantly leveraging the latest innovations to deliver exceptional results for our clients. We believe in empowering our teams with cutting-edge tools and processes to drive efficiency and success.

Job Summary:

We’re looking for a highly motivated, technically savvy operator to lead the design and implementation of automation, integrations, and infrastructure that power our sales engine. This is a pivotal, hands-on role at the center of a major sales workflow transformation, where you’ll build scalable systems, apply AI and automation to unify disconnected tools, and ensure our tech stack drives performance and efficiency. Beyond the initial revamp, you’ll be responsible for the long-term optimization, maintenance, and impact of our sales technology ecosystem, and provide critical performance insights for ongoing sales management. This role can grow into a firmwide role touching Marketing, Client Execution, and Operations.

Key Responsibilities:

Sales Workflow Optimization & Tech Stack Revamp: Lead the overhaul of our sales workflow and tech stack. Analyze existing processes to identify inefficiencies, recommend improvements, and implement scalable, tech-enabled solutions. Evaluate and integrate sales tools (CRM, outreach, enrichment) to create a seamless, high-performance system.

Sales Tech Integration & Automation: Design and deploy robust integrations across tools like HubSpot, our Lead Generation and LinkedIn, and Email outreach systems. Leverage APIs, scripting (Python, JavaScript/Node.js, Java), and platforms like Zapier to connect systems and automate key sales operations.

Sales Performance & KPI Visibility: Build and maintain dashboards and reports that track team activity and sales KPIs, including connection rates, reply rates, lead conversions, and outreach performance. Provide actionable insights to Sales leadership to drive continuous optimization.

Data Integrity & Sync: Ensure accuracy, cleanliness, and synchronization of data across platforms. Automate data validation and hygiene processes to support high-quality reporting and informed decision-making. Experience with Zapier, Make, or similar automation platforms.

Technical Enablement & Support: Serve as the technical point person for the sales stack—handling configurations, troubleshooting, and creating documentation and training resources to support adoption across the team.

Problem Solving & Innovation: Proactively identify and resolve issues with scalable, tech-forward solutions. Apply strategic thinking and technical skill to align tools with business goals and improve operational efficiency.

Collaboration & Communication: Work cross-functionally with Sales, Marketing, and Ops teams. Communicate clearly across technical and non-technical audiences to ensure solutions are well-aligned and well-executed.

AI Mindset: Exposure to AI tools and their application in workflows, analytics, or automation. Mindset of embracing AI and its potential to transform our business.

Qualifications:

• Strong communication skills (written and verbal English) to effectively collaborate with a global team and across different time zones.
• Bachelor's degree in Business, Computer Science, IT, Operations, or a related field.
• 2-5 years of experience in ideally Sales Operations or Technology, or a similar position with a strong focus on software integration and process improvement. Does not have to be sales- the key requirement here is technical expertise and creative mind set.
• Demonstrated proficiency and hands-on experience with CRM systems (e.g., HubSpot, Salesforce, Zoho CRM, etc.).
• Ideally proven experience with sales engagement/outreach platforms or a strong aptitude to quickly master new ones.
• Exceptional technical aptitude coupled with a strategic mindset; the ability to conceptualize how they can be applied and integrated to solve business challenges.
• Experience in API integrations and using tools like Zapier, Make or custom scripts to connect disparate systems.
• Meticulous attention to detail and a commitment to data accuracy..
• Familiarity with AI tools and their potential application in sales or operations is a strong plus.

What We Offer:

• Work with cutting-edge sales technology and actively shape our tech stack.
• A dynamic, supportive, and fast-paced global remote work environment that offers work-life balance.
• Continuous learning and professional development opportunities.
• We foster a culture that values your contributions and provides the tools for success.
• Play a vital role in our sales efforts, directly contributing to our company's growth and success. Your work will have a visible impact
• Be part of a fast-paced and innovative team that is constantly learning and adapting to new challenges in the industry.

(Bold Business recruiters always use a “@ boldbusiness.com ” email address and/or from our Applicant Tracking System, JazzHR. Any variation of this email domain should be considered suspicious. Additionally, Bold Business recruiters and authorized representatives will never request sensitive information in email or via text.)

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