Senior Sales Operations Specialist

ConsumerDirect, Inc.; Irvine (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

ConsumerDirect, Inc. in Irvine, CA seeks a HubSpot CRM Administrator and Sales Operations expert to oversee governance, pipelines, workflows, data quality, and reporting.

You will own the Express and House Account pipelines, onboard partners, and build leadership dashboards to drive sales performance. You will partner with Sales, Partner Support, Billing, and Product to optimize processes, deliver training, create SOPs, and enable teams with scalable CRM solutions.

Qualifications

• Experience as a HubSpot Super Administrator or similar governance role.
• Strong data quality discipline and process standardization.
• Ability to translate data into actionable coaching and business decisions.

Responsibilities

• Serve as HubSpot Super Administrator: permissions, config, pipelines, properties, workflows, automation, dashboards, reporting.
• Maintain CRM data quality, lead-routing rules, deal progression, and process standards.
• Troubleshoot system and reporting issues; implement scalable solutions.

Skills

HubSpot Admin

CRM governance

Sales Operations

Data quality

Lead routing

Dashboards & reporting

Troubleshooting

Onboarding & training

Cross-functional collaboration

Tools

HubSpot

Job description

This role brings together CRM administration, SDR operations, partner management, reporting, enablement, and cross-functional process improvement.

Key areas of ownership include:

• Serve as a HubSpot Super Administrator, overseeing permissions, configuration, pipelines, properties, workflows, automation, dashboards, and reporting.
• Maintain CRM data quality, lead-routing rules, deal progression, and process standards.
• Troubleshoot system and reporting issues and implement scalable solutions.
• Evaluate new HubSpot features and recommend improvements to efficiency and user experience.
• Own the Express and House Account pipeline and ensure accounts progress through the sales process.
• Review account accuracy, confirm ownership, and resolve missing information or stalled steps.
• Guide prospects and partners through onboarding, requirements, activation, and available resources.
• Manage Partnership Order Forms, W-9 verification, documentation, and internal handoffs.
• Build and maintain leadership dashboards, scorecards, and operational reports.
• Monitor pipeline health, sales performance, CRM HubSpot adoption, SDR activity, partner activity, and upsell engagement.
• Translate data into practical recommendations for coaching, workflows, and business decisions.
• Deliver onboarding and continuing education related to HubSpot, products, and operational processes.
• Create SOPs, job aids, presentations, process guides, templates, and internal knowledge resources.
• Provide one-on-one support to strengthen process adherence, confidence, and CRM adoption.
• Support platform access, enrollment, onboarding, user questions, and issue resolution.
• Maintain PartnerHub documentation, training materials, and partner-facing resources.
• Collaborate with Sales, Partner Support, Billing, and Product to improve the partner experience.

This position serves as a central resource for CRM governance, sales workflows, SDR operations, PartnerHub, Express accounts, reporting, and institutional knowledge.

Process Improvement & Cross-Functional Support

• Identify operational gaps and recommend practical, scalable improvements.
• Support product launches and new initiatives through CRM configuration, testing, documentation, communication, and training.
• Partner across Sales, Marketing, Product, Billing, Partner Support, and Operations to align processes and maintain business continuity.

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