Sales Operations and CRM Specialist

Sales Operations and CRM Specialist

Location: Denver, Colorado

Department: Accounts/Ops Team

Reports to: Sales Director

Salary Range: $70,000 - $80,000

About Us

At Clove & Twine, we’re redefining corporate gifting by curating remarkable, sustainable gifts that foster authentic connections. Our mission is to elevate gifting beyond mere transactions, creating lasting impressions through thoughtfulness and quality.

We envision a world where corporate gifting becomes a powerful conduit for authentic relationships and sustainable impact. Through our commitment to remarkable, sustainable gifts, we aim to transform the art of gifting into a catalyst for positive change, fostering meaningful connections that celebrate people, nurture the planet, and leave a lasting impression that extends beyond the confines of business. Together, we strive to create a legacy of impact, one gift at a time, inspiring businesses to lead with heart, purpose, and a vision for a better tomorrow.

Role Mission Statement

The Sales Operations and CRM Specialist is pivotal in bridging the gap between Sales, Operations, and Marketing, ensuring seamless workflows, tool optimization, and enhanced sales productivity. This role requires ownership of our CRM system, driving data-informed strategies, and fostering cross-departmental alignment to ensure operational excellence.

Core Responsibilities

Operational Strategy & Workflow Optimization

• Act as the primary liaison between Sales, Operations, and Marketing to align workflows and processes.
• Oversee HubSpot CRM, managing automations, reporting, and integrations (e.g., Shopify, Monday.com, Arrows).
• Identify and resolve inefficiencies in sales and operational workflows using automation and process standardization.

Sales Enablement & Reporting

• Develop and present reports on key sales metrics (e.g., conversion rates, client engagement, deal stage progress).
• Establish and implement account management rules, including outreach criteria and resource allocation.
• Manage incentive structures and calculate monthly commissions to encourage desired sales behaviors.
• Track and analyze key performance indicators, providing actionable insights for optimization.

Marketing Integration

• Collaborate with the Marketing team to guide campaign spending based on sales performance and engagement data.
• Ensure cohesive client outreach strategies to maximize conversions while avoiding over-contacting.

Training & Support

• Train and support the Sales team on CRM tools, sales best practices, and data-driven decision-making.
• Develop and maintain playbooks and SOPs for CRM usage, sales workflows, and tool integrations.

Technology Management

• Oversee integration and automation of third-party tools (e.g., Zapier, Shopify, Plytix) into HubSpot.
• Conduct annual audits to ensure data cleanliness, workflow accuracy, and system scalability.

Qualifications

Experience & Expertise

• 3-5 years in sales operations, CRM management, or a similar role.
• Proven experience managing and scaling mid-sized sales teams.
• Deep expertise with HubSpot and automation tools like Zapier.
• Strong track record of identifying and resolving process inefficiencies.

Skills & Competencies

• Technical Proficiency: Mastery of CRM systems and integrations (e.g., HubSpot, Shopify, Monday.com).
• Data Analysis: Strong analytical skills for evaluating performance metrics and generating actionable insights.
• Project Management: Exceptional organizational skills to manage multiple priorities simultaneously.
• Communication: Strong interpersonal skills for cross-departmental collaboration and vendor coordination.
• Problem-Solving: Proactive, resourceful approach to challenges and continuous improvement.

Cultural Fit

• Alignment with Clove & Twine’s values: sustainability, accountability, and exceptional service.
• Collaborative, “we before me” mindset.
• Enthusiasm for learning and innovation in a fast-paced environment.

Brownie Points

• Familiarity with project management tools.
• Experience in fast-paced, client-driven environments.
• Knowledge of the corporate gifting industry.

What We Offer

• 31 days of PTO
• Maternity/Paternity Leave
• Healthcare/Vision/Dental Insurance
• 401k Program
• Two weeks off at the end of each year
• Friendly and adventurous company culture
• Zero tolerance for egos
• Beautiful open-floor-plan office with lots of plants and sunlight
• Dog-friendly office
• Discounts on remarkable gifts for friends and family

What We’re Like

At Clove & Twine, we celebrate the power of relationships and the impact of thoughtful, sustainable gifts. Our values include:

• People-Centric Approach: Fostering empathy, understanding, and meaningful connections.
• Accountability and Ownership: Empowering team members to take responsibility and maintain high standards.
• Continuous Learning and Adaptability: Encouraging curiosity and innovation.
• Optimism and Resilience: Seeing opportunities in challenges and fostering a positive work environment.

Our dynamic, collaborative, and supportive work environment celebrates diversity, promotes professional growth, and supports work-life balance.

Join Us

If our values resonate with you and you’re excited about joining our mission to deliver remarkable corporate gifts, we’d love to hear from you.

Please send your resume and a cover letter explaining why you’re a great fit for the role.

We celebrate diversity and are committed to equality. Everyone is welcome, and we think everyone’s awesome.