Sales Operations & Automation Specialist

Sales Pipeline & CRM Operations (Primary Focus)

Manage and maintain HubSpot CRM: update contacts, log activities, move deals through stages, flag stalled pipeline, and ensure data integrity across the system
Build and manage outreach sequences in Lemlist
Research target accounts and build prospect lists with context (company background, key contacts, pain points, decision-making structures) before sales calls
Track outreach metrics and maintain pipeline dashboards with real-time visibility into conversion rates, response times, and deal velocity

Sales Automation & Workflow Optimization (New Focus)

Design and implement sales automations to reduce manual work and improve consistency
Connect and integrate tools (Lemlist ? HubSpot ? calendar/email) to create seamless handoffs between systems
Build and maintain Zap workflows or similar automation platforms to sync data, trigger sequences, and alert the team to priorities
Audit and optimize existing workflows for bottlenecks and opportunities to scale outreach without adding headcount
Document processes and automation logic so the sales team understands what's automated and can troubleshoot independently

Academy Backend Support (New)

Manage course administration in Circle: enroll users, track completion rates, troubleshoot access issues
Monitor academy performance metrics: completion rates, time-to-completion, engagement by module, and flag underperforming content
Coordinate course updates and launches: schedule content rollouts, manage versioning, and communicate changes to internal teams
Support learner onboarding flows: ensure new users are automatically routed to appropriate courses, track progress, and follow up on incomplete modules
Maintain academy data integrity: audit user records, clean up duplicate enrollments, and sync learner data with HubSpot where relevant
Report on academy ROI: track how training correlates with sales performance, adoption rates, and identify upskilling gaps

Executive Support (Secondary)

Help manage the COO's calendar and coordinate meetings across time zones
Handle follow-up logistics so nothing gets missed between sales conversations
Prepare pre-meeting briefs with prospect context and conversation notes