Sales Operations Lead

GTM (Global Tax Management); Wayne (PA); On-site; USD 90,000 - 120,000; Full time

Job summary

Global Tax Management (GTM) is seeking a Sales Operations Lead to bridge GTM leadership with marketing and business development resources. The role focuses on optimizing pipelines, coordinating lead generation, and streamlining processes to accelerate revenue and customer acquisition.

You will partner with market and practice leaders to support lead generation, proposal development, and CRM optimization, including HubSpot administration and data integrity across platforms.

Qualifications

• Bachelor's degree in Business Administration, Marketing, or related field.
• Master’s degree preferred but not required.
• Minimum of 3 years of experience in sales operations with knowledge of sales and marketing processes, pipeline management, and best practices.
• Proficient with marketing automation tools and CRM software, prior experience with HubSpot is a plus.
• Excellent communication skills.
• Exemplary time management and organizational skills.
• High attention to detail and level of accuracy.
• High degree of tact, judgment and discretion.
• Experience in Microsoft Office suite.
• History of successfully working with sales executives and/or C-suite level personnel.

Responsibilities

• General pipeline management and reporting: work with assigned market and practice leaders to ensure the pipeline is up to date and opportunities are progressing through the sales process.
• Monthly business development & marketing meetings: coordinate and direct monthly business development and marketing meetings for defined regions with various stakeholders. Prepare agendas and track action items.
• Lead management: act as a key point of contact for lead generation routing and tracking. Ensure leads are routed to the appropriate market and practice leaders and properly documented in the pipeline.
• Proposal Support: assist market leaders, practice leaders, and other managing directors with the preparation of proposals and RFP responses.
• HubSpot Support & Administration: ensure data in CRM is accurate and updated, manage CRM user access, manage lists within CRM, provide CRM training/support to end users, and implement new CRM functionality.
• Prospect outreach: proactively follow up with prospects after key activities and events (e.g., event attendance, website visits, content consumption, current news, etc.) to generate qualified leads.

Skills

Communication

Time management

Organizational skills

Attention to detail

Discretion

C-suite collaboration

Education

Bachelor's degree in Business Administration, Marketing, or related field

Master’s degree (preferred)

Tools

HubSpot

CRM software

Microsoft Office

Job description

The Sales Operations Lead will be responsible for being a liaison between GTM leadership, marketing and business development resources for GTM. This role will focus on facilitating marketing and sales efforts, managing lead generation and pipeline, optimizing and streamlining processes and executing activities that drive revenue and accelerate customer acquisition. The Sales Operations Lead partners closely with market and practice leaders to support lead generation, proposal development, CRM optimization.

Responsibilities

• General pipeline management and reporting: work with assigned market and practice leaders to ensure the pipeline is up to date and opportunities are progressing through the sales process.
• Monthly business development & marketing meetings: coordinate and direct monthly business development and marketing meetings for defined regions with various stakeholders. Prepare agendas and track action items.
• Lead management: act as a key point of contact for lead generation routing and tracking. Ensure leads are routed to the appropriate market and practice leaders and properly documented in the pipeline.
• Proposal Support: assist market leaders, practice leaders, and other managing directors with the preparation of proposals and RFP responses.
• HubSpot Support & Administration: ensure data in CRM is accurate and updated, manage CRM user access, manage lists within CRM, provide CRM training/support to end users, and implement new CRM functionality.
• Prospect outreach: proactively follow up with prospects after key activities and events (e.g., event attendance, website visits, content consumption, current news, etc.) to generate qualified leads.

Qualifications

• Bachelor’s Degree in Business Administration, Marketing, or related field
• A Master’s Degree is preferred but not required
• A minimum of 3 years of experience in sales operations with a strong knowledge of sales and marketing processes, methodologies, pipeline management, and best practices
• Proficient with marketing automation tools and CRM software, prior experience with HubSpot is a plus
• Excellent communication skills
• Exemplary time management and organizational skills
• High attention to detail and level of accuracy
• High degree of tact, judgment and discretion
• Experience in Microsoft Office suite
• History of successfully working with sales executives and/or C-suite level personnel

Position Reports to: Chief Growth Officer

Position Supervises: None

The Chief Executive Officer has the discretion to hire personnel with a combination of experience and education that may vary from the above listed qualifications. This is to acknowledge that I have read and understand the above job description. This copy supersedes any others previously distributed. I have familiarized myself with the material in the job description and will conduct myself according to its contents. I further understand that Global Tax Management (GTM) may change, rescind, or add to any procedure described in this job description at its sole discretion with or without prior notice.