Sales Operations Analyst

Posted 18ds ago

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Sales Operations Analyst managing contract creation and deal processing at Workstreet, aiding sales teams' efficiency in a high-volume environment.

Create and prepare sales contracts using approved templates and pricing guidelines
Process signed contracts by downloading, organizing, and storing them in Google Drive
Complete deal closure processes in HubSpot, ensuring all required fields are accurately populated
Maintain data integrity across HubSpot, Streetsmart, Airtable, and other internal systems
Create preliminary proposals in Streetsmart (up to 70% completion) for Account Executive final review and customization
Provide updates on deal observations, opportunity progression, and contract status
Verify customer accounts in MSP Console on subscription start date from Order Form
Review and confirm customer details, applicable frameworks, and company information are accurate in provisioned account
Manage user access by adding/removing users and coordinating admin invitations for the Vanta instance
Monitor and prevent duplicate deal creation within the CRM
Conduct weekly audits to identify companies with contacts but no associated deals
Review active customer contracts and validate key data points across HubSpot, Juro, and contract documents
Review and ensure contract templates are updated in Juro; compile and track contract approval for redlines and negotiated terms
Provide updates and conduct walkthroughs for stakeholders on processes, contract management workflows, and system changes

2+ years of experience in sales operations, deal desk, or a similar administrative role
Proven experience working in HubSpot
Experience with Notion for documentation (strongly preferred)
Exposure to CRM data audits, reporting, or sales process optimization
Strong proficiency in Google Workspace (Docs, Sheets, Drive)
Experience handling contracts, proposals, and sales documentation
Highly detail-oriented with a strong commitment to data accuracy across multiple systems
Comfortable working with multiple SaaS tools simultaneously in a fast-paced environment
Clear and proactive communicator who collaborates effectively with sales teams and stakeholders
Reliable and self-directed, with the ability to consistently perform in a remote setup.

Career Development: Clear path with mentorship and training opportunities
Technical Training: Comprehensive onboarding on security and compliance frameworks
Competitive Compensation: A competitive base salary with regular performance reviews linked to merit-based appraisals and bonus opportunities.
Growth Opportunity: Early-stage company with significant room for career advancement.
Remote-First Culture: Flexibility to work from anywhere while collaborating with a global team.