Position Details

Salary $70K – $100K USD / year

Type Not Specified

Experience mid

Exp. Years Not specified

Education Not specified

Category Operations & Logistics

About this role

Own growth operations support across Sales and Customer Success, helping the go-to-market team stay organized and move faster. You will handle RFP responses, QBR and executive deck preparation, ad hoc reporting, and CRM hygiene.

Key Responsibilities

Support Account Directors and Customer Success with RFP responses
Prepare QBRs and executive-level decks for client engagements
Handle ad hoc reporting and analysis requests from Sales and Customer Success
Own CRM hygiene to keep contact and opportunity data accurate
Lead improvements to slow or manual processes via templates or automation

Technical Overview

Operations role focused on reporting and data readiness through CRM hygiene and pipeline accuracy, with frequent creation of client-facing materials (RFPs, QBRs) and process improvement via templates and automation.

Ideal Candidate

The ideal candidate is an operations-focused professional with experience in Sales Operations, Revenue Operations, or Go-to-Market Operations. They are highly organized and strong in CRM hygiene, RFP responses, and executive QBR deck preparation, with the ability to turn data into clear, client-ready insights. They can work comfortably across Sales and Customer Success and improve recurring processes through automation and templates.

Must-Have Skills

Experience in a Sales OperationsRevenue Operationsor Go-to-Market Operations roleSupport RFP responses including writing contentgathering dataand coordinating inputPrepare QBRs and executive-level decksOwn CRM hygiene to keep contact recordsopportunity dataand account information accurateStrong with data and reportingAbility to pullorganizeand present information clearly

Nice-to-Have Skills

HubSpot (preferred)automating steps and building templates

Tools & Platforms

CRMHubSpot

Required Skills

RFP responsesQBR deckssales presentationsexecutive-level decksad hoc reportingdata analysisCRM hygienecontact recordsopportunity datapipeline managementautomationtemplatescross-functional initiativesgo-to-market operations

Hard Skills

RFP responseswriting content for RFPsgathering data for RFPscoordinating input across the businessQBR deck preparationsales presentationsexecutive-level decksad hoc reportinganalysisCRM hygienecontact records managementopportunity data accuracypipeline data managementrecurring process managementtemplate buildingautomation (steps)cross-functional initiative supportgo-to-market operations

Soft Skills

organizational skillsresponsivenessclient-facing communicationconfident writingjudgmentprioritizationproblem solvingteam collaborationattention to detail

Industry & Role

Industry Insurance

Job Function Improve go-to-market execution through CRM accuracy, reporting, and client-ready materials.

Role Subtype Operations Analyst

Keywords for Your Resume

Growth Operations ManagerSales OperationsRevenue OperationsGo-to-Market OperationsRFP responsesQBR decksales presentationsexecutive-level decksad hoc reportinganalysisCRM hygieneCRMHubSpotcontact recordsopportunity dataaccount informationpipeline picturerecurring processautomationtemplatecross-functional initiativesconnective tissueSalesCustomer Success

Deal Breakers

Must have experience in Sales Operations, Revenue Operations, or Go-to-Market Operations, Must be comfortable owning CRM hygiene and pipeline accuracy

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