Sales Operations Specialist

Join the Rapidly Growing Team at Attivo Partners!

Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you!

Why Attivo?

Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue.

What We Offer:

• Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings.
• Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities.
• Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally.
• Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life.

Our Values:

• Lasting Relationships: We build solid and enduring connections with our clients and team members.
• Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results.
• Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation.
• Collaboration-First: We prioritize teamwork and believe the best solutions come from working together.
• Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive.

Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together!

Role Overview

The Sales Operations Specialist owns the structure, integrity, and day-to-day operation of our sales technology ecosystem—anchored in HubSpot CRM. Working in close partnership with our Business Development team, this role ensures our sales processes are streamlined, data-driven, and scalable as Attivo continues to grow. The Sales Operations Specialist serves as the operational backbone of the BD function, translating business needs into clean systems, reliable data, and dashboards leadership can trust.

Responsibilities

• HubSpot Ownership & Administration
• Own the structure of HubSpot and how it is utilized across internal workflows and processes
• Serve as primary administrator: pipelines, property architecture, custom objects, layouts, permissions, and user management
• Translate Business Development feedback into layout, view, and workflow changes
• Manage day-to-day workflow progression and data quality, including accuracy and completion of activity logging, notes, and required fields
• Maintain CRM data governance through regular audits and quality control practices

• Reporting, Dashboards & Deal Intelligence
• Build and maintain dashboards that surface pipeline health, forecasting, and sales performance, with ongoing accuracy validation
• Proactively recommend new reports and views that would benefit the BD team
• Lead win/loss and competitor analysis, surfacing patterns that inform sales strategy and positioning
• Participate in weekly pipeline meetings, providing operational insights and system-driven recommendations

• Process Automation & Sales Workflow
• Design and implement workflows that automate lead routing, task management, and cross-functional handoffs
• Continuously evaluate and optimize the end-to-end Sales Cycle for efficiency, scalability, and accuracy
• Document, refine, and own the standard sales workflow and process

• Tech Stack Integration & Management
• Oversee integration and performance of the sales tech stack, ensuring seamless data flow between HubSpot and:
• Communication tools — call recording and conversational intelligence platforms
• Sales enablement, quoting, and proposal software, including evaluation of new tools
• Contract lifecycle management and digital signature platforms
• Drive adoption and utilization of integrated tools — templates, e-signatures, contract automation, and email templates — to reduce manual work
• Maintain CRM data consistency across firm platforms

• Client Data Architecture
• Build and maintain a structured approach to client tagging, descriptors, and categorization — including # of entities, industry, government vs. commercial, active vs. termed status, and reference-suitability
• Integrate with Double to automatically pull client specifics, replacing manual entry where possible and keeping records current with regular automated updates

• Documentation & Standard Operating Procedures
• Create and maintain SOPs that ensure consistent system usage, onboarding, and process alignment

Requirements

• Extensive hands-on experience administering HubSpot CRM, including property architecture, pipelines, permissions, and workflow automation
• Demonstrated expertise designing and implementing advanced CRM workflows and process automations
• Experience integrating HubSpot with sales enablement, communication, and contract management tools
• Strong analytical skills with the ability to translate business requirements into technical system solutions and reporting dashboards
• Proven ability to build executive-level reports and interpret sales performance metrics
• Strong understanding of sales cycle management and pipeline optimization
• Experience with deal-level win/loss and competitive analysis
• High attention to detail with a focus on data integrity and governance
• Excellent organizational and documentation skills, including SOP development
• Ability to work autonomously and deliver results with minimal supervision

Qualifications

• 3+ years of experience administering HubSpot CRM in a sales-driven environment, including property architecture, pipeline configuration, and reporting dashboards.
• 3+ years of experience designing and implementing CRM workflows and automation to support lead management, task assignment, and cross-functional handoffs
• HubSpot certifications (e.g., HubSpot CRM, Marketing Hub, Sales Hub) preferred and considered a strong asset.
• Experience managing and integrating sales technology tools (e.g., sales enablement platforms, call recording/conversational intelligence software, quoting/proposal systems, and digital contract tools).
• Experience supporting sales operations, revenue operations, or business operations functions with direct impact on pipeline visibility and forecasting.
• Experience developing executive-level reporting and analyzing sales performance metrics to drive strategic decision-making.
• Experience in a growing or mid-sized organization, with demonstrated ability to build scalable systems and processes.
• Professional services or consulting industry experience is a plus.

Location/Travel

• Remote - Pacific Time Zone
• Ability to travel at least twice a year for All-Staff Retreats & Regional Meetups

Reports To: Head of Business Development

Hourly Rate: $55-75 per hour - based on experience

Position Status: Part-Time (minimum of 20-30 hours per week), Non-exempt

Final Notes