Sales Operations Associate

Summary

Join Haystack, a company building custom software for the Power and Utility industry, as a Sales Operations Associate. You will be responsible for managing and maintaining CRM data in HubSpot, building and maintaining a sales activity plan, preparing reports and dashboards, organizing meetings and to-do lists, supporting clients and prospects, assisting with marketing initiatives, and improving sales workflows. This role requires 1-4 years of experience in a similar role, CRM system experience (preferably HubSpot), basic Excel skills, strong organizational skills, and attention to detail. The ideal candidate is detail-oriented, proactive, and comfortable working independently. Haystack offers competitive compensation, health insurance, unlimited PTO, a fully remote work environment, and professional development opportunities.

Requirements

• 1–4 years of experience in sales operations, sales support, administrative operations, or similar roles
• Experience maintaining CRM systems (preferably HubSpot) or equivalent experience with related platforms
• Basic comfort with Excel or Google Sheets for light reporting
• Strong organizational skills and attention to detail
• Ability to proactively manage tasks, to-dos, and project follow-ups with leadership
• U.S.-based candidates only. Preference for candidates in Phoenix or Indianapolis areas

Responsibilities

• Own and maintain accurate CRM (HubSpot) data, including entering new leads, updating contact records, and ensuring notes and deal stages are complete and current
• Help build and maintain a sales activity plan (“Cookbook”), translating revenue goals into daily and weekly actions like prospect touches, follow-ups, and meetings booked
• Prepare basic reports and dashboards in HubSpot or Excel to track activities, pipeline health, and progress toward goals
• Attend meetings to take notes, transcribe key discussions, organize action items, and help manage leadership’s to-do lists to keep projects moving forward
• Assist with client touchpoints such as thank-you gifts, follow-up emails, milestone communications, and sending handwritten notes
• Support occasional marketing initiatives, such as coordinating prospect outreach or simple email campaigns
• Proactively identify small improvements to sales workflows, templates, and CRM processes that improve efficiency and consistency
• Help keep leadership focused and on track with key sales activities and deadlines, using reminders, updates, and weekly check-ins

Preferred Qualifications

Experience supporting or managing structured sales processes is a plus

Benefits

• Competitive compensation and opportunities for career growth
• Health, dental, and vision insurance
• Flexible, generous PTO policy (unlimited PTO)
• Fully remote work environment
• Professional development and mentorship opportunities
• A collaborative, supportive team that values ownership, quality, and progress