Sales Operations Specialist

Hi and Welcome!

We’re so glad you found our job posting! Take a look below to learn more about the position and what makes Big Leap special. If the details align with your skills and experience, we’d love for you to apply. Thank you for taking the time to get to know us better!

Why Work with Big Leap?

Big Leap is an award-winning digital marketing company built on trust and focused on relationships. Our motto, "Earn Trust Every Day," reflects our commitment to doing what we say, keeping egos in check, inspiring confidence, and investing in relationships. Client and team satisfaction drives us as we strive to be the best digital marketing agency and a great place to work.

As part of the Big Leap team, you’ll enjoy:

• Remote or hybrid work capability.
• Flexible PTO.
• Flexible work hours.
• Gym membership reimbursement.
• Comprehensive medical, dental, vision, 401(k) matching, and life insurance benefits.
• Opportunities for growth to enhance your skills and advance your career.
• A highly-rated company culture, collaborative team dynamics, and much more!

What Does Success Look Like in This Role?

You’re an experienced HubSpot administrator (or similar) who understands CRM strategy beyond just the technical setup. You know how sales and marketing teams use HubSpot and can optimize workflows to drive better results. You’re highly organized, thrive in both independent and collaborative work, and love problem-solving.

Essential Functions:

The Sales Operations Specialist will report to the Revenue Operations Manager and is responsible for optimizing and managing marketing automation and CRM systems for clients, ensuring seamless sales and marketing operations. This role requires a blend of technical expertise, strategic thinking, and strong collaboration skills.

What Does the Day-to-Day Look Like for a Sales Operations Specialist?

This role is immersive and dynamic, meaning no two days are alike. However, key responsibilities include:

CRM Management:

• Maintain, update, and optimize client CRMs. 
• Design, refine, and enhance workflows and automation processes.
• Ensure deals, companies, and contacts are properly structured for clear reporting.

Process Automation & Efficiency Optimization:

• Identify opportunities to streamline operations through automation.
• Design, test, and implement Zapier workflows to enhance efficiency.
• Manage automation updates and routine maintenance.
• Document processes for smooth team/client handoffs.
• Improve repetitive tasks like proposal generation or automated email updates.

Project Coordination & Internal Collaboration:

• Track key projects such as MRR tracking and attribution reporting.
• Maintain project trackers in Google Sheets or project management tools.
• Collaborate with sales, leadership, and operations teams to align processes.

Documentation & Training:

• Create detailed documentation for workflows, automations, and CRM usage.
• Develop training materials (guides, videos) to support internal teams and clients.
• Assist in onboarding new team members or clients by explaining CRM systems and processes.

Marketing Attribution & Insights:

• Monitor tracking inconsistencies across platforms (HubSpot, Google Ads, etc.).
• Identify optimization opportunities for lead attribution and cost efficiencies.
• Provide data-driven insights and recommend campaign adjustments.

Client Support & CRM Optimization:

• Conduct CRM audits and implement optimizations based on client needs.
• Develop and set up workflows and automations tailored for clients.
• Prepare materials for client meetings and provide recaps or strategic recommendations.

Efficiency & Innovation Projects:

• Identify bottlenecks in workflows and propose scalable solutions.
• Research and test new tools for improving automation and operational efficiency.
• Continuously audit and enhance existing processes for better performance.

Other duties as assigned.

This Job Might Be a Fit for You If You Have:

• HubSpot CRM experience (admin-level preferred).
• Experience with platforms like Klaviyo, ActiveCampaign, etc. 
• Strong analytical skills, with the ability to interpret and present data.
• Proficiency in Google Sheets/Excel (advanced formulas, pivot tables, etc.).
• Experience with Zapier (preferred) or other automation tools.
• Strong organizational and project management abilities.
• Excellent written and verbal communication skills.
• A problem-solving mindset with a proactive approach to troubleshooting.
• Creativity and innovation in process improvement and automation.
• Ability to work independently and manage multiple projects with minimal supervision.
• Proficiency in Google Docs, Sheets, Slides, or Microsoft Word, Excel, and PowerPoint.
• Ability to understand a client's business model and how to strategically support different industry verticals (ecomm, Saas, etc).