Sales Operations Specialist

ConsumerDirect, Inc.; Irvine (CA); In loco; USD 85.000 - 115.000; Tempo pieno

Descrizione del lavoro

ConsumerDirect in Irvine, CA is hiring a Sales Operations Specialist to optimize data, reporting, and processes for the Sales team. You will manage HubSpot data, build dashboards, support forecasting, and drive efficiency across departments.

The role collaborates with Marketing, Finance, and Compliance to maintain governance, documentation, and scalable workflows while enabling faster decision-making and accurate insights.

Competenze

• Bachelor's degree or equivalent practical experience.
• At least 4 years in sales operations, analytics, or CRM administration.
• Working knowledge of HubSpot or another CRM platform.
• Strong Excel/spreadsheet skills and data comfort.
• Strong organization, attention to detail, and problem-solving.
• Ability to communicate clearly with Sales Managers and cross-functional partners.
• Ability to manage multiple priorities and respond to time-sensitive needs.

Mansioni

• Maintain accurate sales data in HubSpot and related systems.
• Prepare recurring sales reports, dashboards, pipeline summaries, and performance updates.
• Support forecasting by validating pipeline data and tracking changes.
• Analyze sales activity, pipeline movement, and operational trends.
• Conduct data audits and coordinate corrections with the CRM Manager.
• Manage day-to-day Sales Operations requests and tracking process.
• Support lead, account, opportunity, and pipeline processes.
• Create SOPs, job aids, and training materials.
• Serve as a HubSpot first point of contact for routine questions.
• Participate in HubSpot testing, governance, and change-management procedures.

Conoscenze

HubSpot

Excel

Data analysis

CRM administration

Reporting

Cross-functional collaboration

Communication

Project management

Formazione

Bachelor's degree in Business Administration or related field

Strumenti

HubSpot

Microsoft Excel

CRM platforms

Descrizione del lavoro

Location: Irvine, CA (On-Site)

About ConsumerDirect

At ConsumerDirect, we're transforming the way consumers control their credit, money, and privacy through innovative software solutions. As one of Orange County's Best Places to Work for four years running, we pride ourselves on a collaborative, inclusive, and growth-focused culture. Join our passionate team of professionals dedicated to making a real impact in the financial technology space. As we continue to scale and innovate, we're looking for a talented individual to join us in our mission to revolutionize the industries we serve.

Position Overview

The Sales Operations Specialist supports the efficiency, accuracy, and scalability of the Sales organization. This role owns day-to-day Sales Operations processes, reporting, data management, documentation, operational requests, and process improvement.

The Specialist works closely with the CRM Manager, using HubSpot as the primary source of sales data while focusing on business operations and execution.

Key Responsibilities

Sales Data and Reporting

• Maintain accurate and complete sales data in HubSpot and related systems.
• Prepare recurring sales reports, dashboards, pipeline summaries, and performance updates.
• Support forecasting by validating pipeline data, identifying gaps, and tracking changes.
• Analyze sales activity, pipeline movement, conversion rates, and operational trends.
• Conduct data audits, identify inconsistencies, and coordinate corrections with the CRM Manager.
• Provide accurate and timely responses to data and reporting requests from Sales Managers.

Sales Operations and Process Support

• Manage day-to-day Sales Operations requests and maintain a clear request-tracking process.
• Support lead, account, opportunity, pipeline, and handoff processes.
• Identify process gaps and recommend improvements that reduce manual work and improve efficiency.
• Maintain operational workflows, reference materials, and process documentation.
• Support data cleanup, duplicate management, audits, and ongoing process compliance.
• Coordinate operational tasks across Sales, Marketing, Finance, Compliance, and other stakeholders.
• Assist with special projects, system testing, process launches, and change-management activities.

Sales Enablement and Documentation

• Create and maintain SOPs, job aids, process guides, and training materials.
• Support Sales onboarding and training related to Sales Operations processes and tools.
• Reinforce adoption of approved processes and reinforce recurring issues to the CRM Manager.
• Support go-to-market initiatives by documenting requirements and coordinating operational readiness.

HubSpot Partnership

• Serve as a knowledgeable HubSpot user and first point of contact for routine Sales Operations questions.
• Build or update basic reports, views, and data-management processes within approved guidelines.
• Submit enhancement requests and complex configuration needs to the CRM Manager.
• Participate in HubSpot testing and quality assurance.
• Follow CRM governance, data standards, and change-management (duplicate records) procedures established by the CRM Manager.

Required Qualifications

• Bachelor's degree in Business Administration, Sales Operations, Marketing, Information Systems, or a related field, or equivalent practical experience.
• At least 4 years of experience in sales operations, analytics, CRM administration, or a related operational role.
• Working knowledge of HubSpot or another CRM platform.
• Strong Excel or spreadsheet skills and comfort working with data.
• Strong organization, attention to detail, follow-through, and problem-solving skills.
• Ability to communicate clearly with Sales Managers and cross-functional partners.
• Ability to manage multiple priorities and respond to time-sensitive operational needs.
• Experience creating reports, documentation, SOPs, or training materials is preferred.

Additional/Preferred Qualifications

• HubSpot certification(s), including Sales Hub Software or Revenue Operations certification.
• Experience with partner portal or partner relationship management platform.
• Experience supporting product launches, user acceptance testing, change management, or cross-functional system implementations.
• Experience in financial technology, financial services, SaaS, or another regulated or data-driven environment.

Working Conditions and Physical Requirements

• On-site requirement: This is an on-site position based at our Irvine, CA office. Employees in this role are expected to work on-site five days per week.
• Work environment: Standard office setting with extended periods of sitting and computer use, including typing and viewing a monitor for prolonged periods.
• Physical demands: Occasional standing, walking, bending, and reaching to access files, office equipment, or supplies; ability to occasionally lift and/or move items up to 15-20 lbs. (e.g., files, boxes, or office supplies).
• Equipment use: Regular use of standard office equipment, including computers, phones, printers, and copiers.
• Schedule: Standard business hours, Monday through Friday, with occasional extended hours as needed to support launches, deadlines, system changes, or other business priorities.

"ConsumerDirect embraces diversity, culture, and equal opportunity in a serious way. We are committed to promoting a workplace that represents a wide variety of backgrounds, perspectives, skills, and experiences."