Sales Ops Lead: HubSpot Automation & Client Lifecycle

Covalent; Sunnyvale, Northern (CA, KY); Hybrid; USD 110,000 - 140,000; Full time

Job summary

Covalent, based in Sunnyvale, CA, seeks a Sales Operations Lead to backfill a senior role, including direct management of the Customer Service Administrator. This position owns financial and contract workflows, HubSpot administration, and automation projects while shaping the CRM roadmap and ensuring data integrity.

The role requires leading cross-functional teams, optimizing onboarding, and driving process improvements with Finance, Legal, Sales, and Marketing.

Qualifications

• Bachelor's degree or equivalent applicable experience.
• 3+ years in sales operations, customer success, or business operations with financial or contract administration.
• Hands-on HubSpot across Sales/Marketing/Operations Hub with workflows, properties, reporting; certification preferred.
• Experience reviewing or redlining NDAs/MSAs, or willingness to be trained.
• Designing or implementing CRM automation with no-code/low-code tools; familiarity with API integrations.
• Strong organizational and communication skills; leadership and mentoring experience preferred.
• Experience in a B2B services, lab/testing, manufacturing, or technical environment is a plus.

Responsibilities

• Directly manage and coach the Customer Service Administrator and oversee the Sales Ops inbox and quality standards.
• Build and maintain the Sales Ops SOP library and lead onboarding/training for new team members.
• Own client onboarding, intake, service request coordination, and workflow steps; manage escalations.
• Serve as escalation point for complex client calls; support satisfaction tracking and training sessions.
• Own day-to-day HubSpot administration; drive roadmap, configuration, and data quality across CRM/portal.
• Support portal data access issues and administer contract records; review vendor forms and agreements.
• Handle PO review, invoicing, terms, and assist Finance on Financial Hold items; manage Sales Financials.
• Drive automation and AI-driven processes; scope opportunities and partner with Engineering for testing.
• Collaborate cross-functionally with Sales, Finance, Legal, Technical Ops, and Marketing.

Skills

HubSpot experience

CRM administration

Process automation

Cross-functional coordination

People management

Contract reviews

Education

Bachelor's degree or equivalent

Tools

HubSpot API

N8N

Slack

Microsoft 365

Job description

Covalent, based in Sunnyvale, CA, seeks a Sales Operations Lead to backfill a senior role, including direct management of the Customer Service Administrator. This position owns financial and contract workflows, HubSpot administration, and automation projects while shaping the CRM roadmap and ensuring data integrity.

The role requires leading cross-functional teams, optimizing onboarding, and driving process improvements with Finance, Legal, Sales, and Marketing.