Sales Operations Admin

What You Will Do:

Position Overview:

The Sales Operations Administrator is a key operational role responsible for supporting the execution and optimization of sales processes, systems, and reporting that drive revenue growth, operational efficiency, and data-driven decision-making. This individual will work closely with Sales, Marketing, Finance, and Delivery teams to streamline operations, improve pipeline visibility, and enable consistent, scalable go-to-market execution across the organization. The ideal candidate will bring strong analytical capabilities, attention to detail, and a passion for operational excellence in a fast-growing B2B environment.

• CRM & Sales Tools Management: Own the administration, optimization, and day-to-day management of the CRM (Hub Spot), ensuring data accuracy, user adoption, and continuous improvement of workflows and automations.

• Sales Process Support: Assist in the development and implementation of standardized sales processes and best practices that support the full sales cycle—from lead qualification to deal closure and handoff to Delivery.

• Performance Reporting: Generate and maintain dashboards, forecasts, and reports to provide sales and leadership teams with visibility into KPIs, pipeline health, win/loss trends, and productivity metrics.

• Sales Enablement: Partner with Sales and Marketing to ensure sales teams have access to up-to-date collateral, pitch decks, case studies, and proposal templates; assist with onboarding and ongoing training.

• Quote-to-Cash Coordination: Support quote generation, pricing approvals, and contract workflows; coordinate with Finance to ensure clean handoff for invoicing and revenue recognition.

• Territory & Account Management: Help manage territory assignments, account segmentation, and alignment of reps to opportunities, ensuring balanced workload and focus on priority accounts.

• Technology Evaluation & Implementation: Support the evaluation and rollout of new tools or enhancements that improve sales productivity, automation, and data insights.

• Sales Meeting & Planning Support: Coordinate sales meetings, pipeline reviews, QBRs, and other planning sessions, including preparation of materials and tracking follow-up actions.

• Experience: 1-3 years of experience in a sales operations, revenue operations, project management, or business operations role within a B2B organization, preferably in technology, SaaS, or consulting services.

• Systems Proficiency: Hands-on experience with CRM platforms (Hub Spot, Salesforce), sales analytics tools, and productivity applications (Excel, SharePoint, PowerPoint, BI dashboards).

• Industry Knowledge: Exposure to Intelligent Automation, AI, RPA, or related enterprise technology services is a plus but not needed.

• Analytical
  
  Skills:
  
  Strong data analysis, reporting, and problem-solving capabilities; able to turn insights into operational improvements.

• Process Orientation: Highly organized with a focus on continuous improvement, process efficiency, and cross-team alignment.

• Communication: Clear communicator who can work effectively with cross-functional teams and present data and recommendations to stakeholders.

• Education: Bachelor’s degree in Business Administration, Sales, Marketing, or related field.

• At Ashling Partners, we strive to provide meaningful work in a positive, appreciative and fun culture for our own team. All firm members are referred to as “Ohana,” the Hawaiian word for family, with regards to extended family beyond relatives. The concept emphasizes that extended families are bound together by a common belief, attitude or purpose and members must cooperate and remember one another.
• Lifelong Learning - In the intelligent automation space change happens fast, in order to support that change, Ashling has developed a culture that enables lifelong learners to continuously develop their skill sets
• Diversity of Thought, Culture, Background & Identity – We build diversity, equity, and inclusion capabilities into all facets of our business to support innovation, creativity, and our global growth objectives
• Consistently Innovate with…