Sales Ops Specialist — HubSpot & Data Enablement

ConsumerDirect, Inc.; Irvine (CA); On-site; USD 85,000 - 115,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

HubSpot

Excel

Data analysis

CRM administration

Reporting

Cross-functional collaboration

Communication

Project management

Education

Bachelor's degree in Business Administration or related field

Tools

HubSpot

Microsoft Excel

CRM platforms

Job description

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.