Sales Operations Lead

Global Tax Management; Wayne (PA); On-site; USD 65,000 - 95,000; Full time

Job summary

Global Tax Management in Wayne, PA seeks a Sales Operations Lead to bridge GTM leadership, marketing, and business development resources, driving revenue through optimized processes and efficient lead generation.

You will support pipeline management, CRM optimization (HubSpot), and proposal development, while partnering with market and practice leaders to accelerate customer acquisition and revenue growth.

Qualifications

• Bachelor’s degree in business, marketing or related field
• Master’s degree preferred
• Minimum 3 years in sales operations with pipeline management and process optimization
• Proficient with marketing automation tools and CRM software (HubSpot a plus)
• Excellent communication and organizational skills
• High attention to detail and discretion
• Experience working with sales executives and/or C-suite

Responsibilities

• Manage general pipeline and reporting with market/practice leaders
• Coordinate monthly business development and marketing meetings; prepare agendas and track actions
• Lead management: route and track leads, ensure proper documentation in the pipeline
• Assist with proposal development and RFP responses
• HubSpot support and administration: CRM data accuracy, user access, lists, and new functionality
• Conduct proactive prospect outreach to generate qualified leads

Skills

Sales operations

CRM software

Marketing automation

Lead generation

Pipeline management

Proposal support

Communication

Time management

Attention to detail

Discretion

Education

Bachelor’s Degree in Business Administration, Marketing, or related field

Master’s Degree preferred

Tools

HubSpot CRM

Microsoft Office

Job description

Sales Operations Lead

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