Sales Operations Associate

Summary

Join Carbon Direct, a purpose-driven carbon management firm, as a Sales Operations Associate. You will optimize sales processes and manage the Hubspot CRM platform. This role requires expertise in Hubspot administration, process design, and cross-functional coordination. You will own Hubspot administration, conduct system audits, implement automation, create dashboards, and coordinate between business lines. The ideal candidate possesses extensive Hubspot CRM experience, understands B2B sales processes, and has strong analytical and communication skills. A Bachelor's degree is required. Carbon Direct offers a robust benefits package including comprehensive medical, dental, and vision coverage, flexible vacation time, paid parental leave, a remote-friendly work culture, and a work-from-home stipend.

Requirements

• Extensive Hubspot CRM experience in system administration, workflow automation, and data management
• Experience supporting complex B2B sales processes and pipeline management
• Strong understanding of sales metrics and operational analytics
• Proven track record of designing and implementing scalable processes
• Experience with sales technology stack administration
• Demonstrated ability to coordinate cross-functional initiatives
• Experience driving process adoption across diverse teams
• Strong analytical and problem-solving capabilities
• Excellent written and verbal communication skills
• Bachelor's degree in Business, Analytics, or related field

Responsibilities

• Own end-to-end Hubspot administration, including system configuration, integrations, workflows, and data quality standards
• Conduct regular system audits and implement cleanup initiatives
• Identify & implement opportunities for improved automation in sales processes (e.g. lead routing)
• Create and maintain real-time dashboards for pipeline and performance reporting
• Act as central coordinator between business lines for sales initiatives, including handoff between Marketing and Sales
• Develop a comprehensive Hubspot training program and documentation
• Standardize onboarding processes for sales tools
• Manage Apollo system administration and usage
• Coordinate pitch material organization and updates with Marketing
• Triage & support prioritization of cross-functional sales <> marketing requests in partnership with Marketing

Preferred Qualifications

Interest in climate is a plus!

Benefits

• Comprehensive nationwide medical, dental, and vision coverage
• Time off as needed: Flexible vacation policy and ten company-wide holidays, plus annual winter break between Christmas and New Year's
• 16 weeks of fully paid parental and family leave with no tenure requirement
• Remote-friendly work culture with annual company-wide retreats
• Reimbursement for your work-from-home setup and monthly work-from-home stipend