Sales Ops Specialist

Jobtailor; Boston (MA); On-site; USD 80,000 - 120,000; Full time

Job summary

Jobtailor in Boston, MA is seeking a Sales Operations professional to own the deal desk end-to-end, including pricing approvals, non-standard deal structuring, contract reviews, and order processing. You will partner with Sales, Finance, and Legal to move deals quickly, maintain CRM hygiene in HubSpot and Salesforce, and optimize CPQ and pricing governance across SMB and enterprise motions.

The role emphasizes data analysis, reporting, and documenting SOPs to ensure consistent adoption of

Qualifications

• 3–5 years in Sales Operations, Revenue Operations, or related B2B SaaS role.
• Hands-on with HubSpot or Salesforce (SFDC).
• Deal desk or quote-to-cash experience, non-standard approvals.

Responsibilities

• Own the deal desk process end-to-end, including pricing approvals, non-standard deal structuring, contract reviews, and order processing.
• Partner with Sales, Finance, and Legal to ensure deals move quickly and comply with internal policies.
• Maintain and improve quoting workflows, approval matrices, and pricing guidelines.
• Serve as the go-to resource for reps navigating complex deal structures.
• Maintain CRM integrity and hygiene in HubSpot, including pipeline accuracy, data enrichment, and deduplication.
• Own territory and account assignments, ensuring proper routing and segmentation.
• Identify bottlenecks in the sales process and design solutions to remove friction.
• Evaluate, implement, and manage sales tools and integrations across the tech stack.
• Document SOPs and ensure consistent adoption of processes across the team.

Skills

Sales Ops

HubSpot

Salesforce

Deal Desk

Analytical

Excel/Sheets

BI Tools

Org Skills

Attention to Detail

Education

Bachelor's degree

Tools

HubSpot

Salesforce

Looker

Tableau

Outreach

Salesloft

CPQ Tools

Job description

• Own the deal desk process end-to-end, including pricing approvals, non-standard deal structuring, contract reviews, and order processing


• Partner with Sales, Finance, and Legal to ensure deals move quickly and comply with internal policies


• Maintain and improve quoting workflows, approval matrices, and pricing guidelines


• Serve as the go-to resource for representatives navigating complex deal structures


• Maintain CRM integrity and hygiene in HubSpot, including pipeline accuracy, data enrichment, and deduplication


• Own territory and account assignments, ensuring proper routing and segmentation


• Identify bottlenecks in the sales process and design solutions to remove friction


• Evaluate, implement, and manage sales tools and integrations across the tech stack


• Document SOPs and ensure consistent adoption of processes across the team

Requirements

• 3–5 years of experience in Sales Operations, Revenue Operations, or a related role within a B2B SaaS environment


• Solid hands-on experience with HubSpot or Salesforce (SFDC)


• Prior deal desk or quote-to-cash experience, including familiarity with non-standard deal approvals and pricing governance


• Strong analytical skills: comfortable building reports, working with data, and drawing actionable conclusions


• Proficiency with Excel/Google Sheets


• Experience with BI tools (Looker, Tableau, etc.) is a plus


• Excellent organizational skills and attention to detail


• Experience with CPQ tools, Salesforce-to-HubSpot migrations, or sales engagement platforms (Outreach, Salesloft, etc.) is a nice to have


• Familiarity with developer tools or platform engineering space is a nice to have


• Experience supporting both SMB/mid-market and enterprise sales motions is a nice to have

Core Competencies

Demonstrates expertise in managing the deal desk process, including pricing approvals and contract reviews, while ensuring compliance with internal policies. Proficient in maintaining CRM integrity and optimizing sales workflows to enhance efficiency in B2B SaaS environments.

Highest-signal resume keywords

• Sales Operations Experience


• HubSpot Proficiency


• Deal Desk Management


• Analytical Skills


• CPQ Tools Experience

ATS Optimization Keywords

Hard Skills

• Salesforce Experience


• Pricing Governance


• Data Analysis


• Excel Proficiency


• Google Sheets Proficiency


• BI Tools Familiarity


• Quote-To-Cash Experience


• SOP Documentation


• Sales Engagement Platforms


• Salesforce-To-HubSpot Migration

Soft Skills

• Organizational Skills


• Attention To Detail

Industry Keywords

• B2B SaaS


• Revenue Operations


• Deal Structuring


• Sales Process Optimization


• SMB Sales


• Enterprise Sales

Tools & Technologies

• HubSpot


• Salesforce


• Looker


• Tableau


• Outreach


• Salesloft