Sales Operations Specialist

Summary

Join Heidi, a healthtech startup on a mission to revolutionize healthcare delivery, as a Sales Operations Specialist. Working closely with the Product Lead, you will empower sales teams by streamlining processes, analyzing data, and implementing efficiency-driving tools. You will manage CRM systems, build integrations, troubleshoot issues, and provide sales performance insights. This role requires expertise in HubSpot CRM, data enrichment tools, data visualization, and workflow automation. Heidi offers a flexible hybrid work environment, additional paid time off, corporate fitness rates, a personal development budget, equity, and the opportunity to make a global impact.

Requirements

• HubSpot: Proficient in HubSpot CRM, including managing contacts, deals, and workflows
• Data Enrichment Tools: Experience with Clay and other data enrichment tools to enhance lead and customer data
• Data Visualization: Skilled in using data visualization platforms like PostHog to analyze and interpret sales data, identify trends, and create reports
• Workflow Automation: Experience with workflow automation tools such as Slack and Zapier to streamline sales processes and improve efficiency
• Sales Operations Expertise: Proven experience in sales and revenue operations, ideally within a Product-Led Growth (PLG) environment

Responsibilities

• Create and manage custom objects, fields, formulas, record types, page layouts, reports, and dashboards within the CRM
• Build and maintain integrations with third-party apps, including data enrichment, product analytics, billing, and support ticket tools
• Act as the frontline resource for internal end users, fielding questions, troubleshooting issues, and resolving problems related to CRM and sales operations systems
• Restructure and standardize data mappings and field relationships across custom workflows and objects
• Implement and manage a structured ticketing process to track CRM-related issues, feature requests, and system updates
• Maintain and optimize lead flows and sales funnels across product, marketing, and integration partners to measure conversion rates throughout the user journey
• Provide accurate, real-time sales performance insights at individual, regional, and vertical levels using advanced reporting and dashboards
• Evaluate, implement, and troubleshoot sales and support tools to enhance operational efficiency
• Develop and enforce sales and CS operations policies and procedures, ensuring seamless process changes and alignment with company goals

Benefits

• Flexible hybrid working environment, with 3 days in the office
• Additional paid day off for your birthday and wellness days
• Special corporate rates at Anytime Fitness in Melbourne, Sydney tbc
• A generous personal development budget of $500 per annum
• Learn from some of the best engineers and creatives, joining a diverse team
• Become an owner, with shares (equity) in the company, if Heidi  wins, we all win
• The rare chance to create a global impact  as you immerse yourself in one of Australia’s leading healthtech startups
• If you have an impact quickly, the opportunity to fast track your startup career!