Sales Operations Support Specialist

Operational Results; Lehi (UT); Hybrid; USD 70,000 - 90,000; Full time

Job summary

ORI is hiring a Sales Operations Assistant to support a founder-led sales motion. You’ll research target accounts, prepare meeting briefs, and ship same-day follow-ups, ensuring the deal pipeline stays accurate. You will not carry a closing quota, but you’ll maximize the CEO’s selling time.

You will own account briefs, CRM updates, meeting prep, and proof asset coordination. A strong sense of organization, writing speed, and comfort with AI-supported research are essential.

Qualifications

• 3–5 years in sales support or related operations roles.
• Strong writing and editing, able to produce briefs quickly.
• Highly organized with CRM discipline and data hygiene.
• Proficient with Notion, Excel/Sheets, CRM and AI-assisted research.

Responsibilities

• Account research & deal briefs: org charts, systems landscape, pain hypotheses, first-touch emails.
• Pipeline evidence & CRM discipline: update steps, contacts, plans, and stages weekly.
• Meeting prep & follow-through: briefs 24 hours before calls; notes and follow-ups same day.
• Deal logistics: scheduling, SOW assembly, reference coordination, demos readiness.
• Proof asset coordination: manage case studies, references, and contract writers.

Skills

Notion

Excel/Sheets

CRM

AI-assisted research

Tools

Notion

CRM

Excel/Sheets

Job description

Location: Salt Lake City Metro and surrounding area (remote or hybrid considered) Full-time Reports to: CEO

About ORI

ORI is the S&OP excellence platform trusted by some of the world's best-known brands — including a global beverage system, a leading winery, and a global sauce and vinegar company. We combine 30 years of practitioner S&OP expertise with a modern SaaS platform: source-agnostic data harmonization, governed agentic AI decision support, and a methodology that helps companies reach and sustain mature sales & operations planning — faster, and without ripping out the systems they already own.

The role

This is the operational engine behind a founder-led sales motion. You will work directly with ORI's CEO every day: researching target accounts, preparing meeting briefs, shipping same-day follow-ups, keeping our deal pipeline honest, and coordinating the customer proof assets our deals run on. You will not carry a closing quota — you will make every hour of the CEO's selling time count. For the right person, this role is a launchpad toward owning deals.

What you'll own

• Account research & deal briefs. For every target account: org charts, systems landscape, trigger events, pain hypotheses, warm-path mapping, and a drafted first-touch email ready for the CEO's light edit.
• Pipeline evidence & CRM discipline. Every active deal carries a dated next step, a named contact, quantified plan, and a stage that reflects reality. You run the data side of the weekly pipeline review — nothing stale survives the week.
• Meeting preparation & follow-through. Briefs delivered 24 hours before every customer call; notes, action items, and follow-up materials out the same day after.
• Deal logistics. Scheduling, proposal and SOW assembly, reference coordination, demo-environment readiness checks, and pilot/diagnostic paperwork.
• Proof asset coordination. Project-manage case studies, customer reference videos, and comparison pages with contract writers and designers.
• Partner administration. Maintain the partner register, track partner-sourced introductions, and enforce the rule that no unnamed opportunity enters the pipeline.

What this role is not

It is not a closing role (initially), not a content-marketing role, and not a strategy role. It is execution leverage for a founder-led motion — with a clear growth path for someone who proves they can run it.

Who thrives here

• 3–5 years in sales support, SDR/BDR with an operations lean, deal desk, or chief-of-staff-style work — B2B SaaS preferred; supply chain exposure a strong plus
• Writes clearly and fast — your work goes out under the CEO's name after a light edit
• Genuinely organized: you find real satisfaction in a CRM where every field is true
• Fluent with modern tools (Notion, Excel/Sheets, CRM) and AI-assisted research — you'll use them heavily
• Direct and low-ego: you surface bad news about a deal early rather than narrate activity

Success at 90 days

• 100% of active deals have current, dated next steps and accurate stages
• Every CEO customer meeting arrives with a brief and leaves with same-day follow-up
• The named-account pursuit tracker is live and current; at least three discovery meetings supported end-to-end
• Two customer proof assets (case study or reference) shipped

Compensation & logistics

$70,000–$90,000 base plus a performance bonus tied to supported-meeting and evidence-quality metrics. Salt Lake City area preferred for in-person collaboration with the CEO.