Sales Operations Analyst

At Workstreet, we’re on an exciting journey to help businesses scale securely by designing and implementing cutting-edge security and compliance programs. As a fast-growing startup, we specialize in a wide range of frameworks—including SOC 2, ISO 27001, GDPR, CMMC, NIST 800-171, NIST 800-53, and FedRAMP—empowering companies to meet regulatory requirements and enhance their cybersecurity posture from day one.

We are seeking a detail-oriented Sales Operations Analyst to join our team in the Philippines. This role is critical to streamlining our sales operations by managing contract creation, deal processing, and administrative workflows that support our go-to-market (GTM) teams.

The Sales Operations Analyst will work closely with Sales, Revenue Operations, and Customer Success to ensure deals are processed accurately and efficiently. The ideal candidate has strong attention to detail, excellent data management skills, and the ability to work independently while supporting a fast-paced, high-volume sales environment.

What You’ll Do

Contract & Deal Management (Primary – 70%)

• Create and prepare sales contracts using approved templates and pricing guidelines
• Process signed contracts by downloading, organizing, and storing them in Google Drive
• Complete deal closure processes in HubSpot, ensuring all required fields are accurately populated
• Maintain data integrity across HubSpot, Streetsmart, Airtable, and other internal systems
• Create preliminary proposals in Streetsmart (up to 70% completion) for Account Executive final review and customization
• Provide updates on deal observations, opportunity progression, and contract status
• Process invoicing and submit accounting forms or billing adjustments
  

Customer Account Verification & Management (20%)

• Verify customer accounts in MSP Console on subscription start date from Order Form
• Review and confirm customer details, applicable frameworks, and company information are accurate in provisioned account
• Manage user access by adding/removing users and coordinating admin invitations for the Vanta instance

Data Hygiene, Quality Control & Stakeholder Updates (10%)

• Monitor and prevent duplicate deal creation within the CRM
• Conduct weekly audits to identify companies with contacts but no associated deals
• Review active customer contracts and validate key data points across HubSpot, Juro, and contract documents
• Review and ensure contract templates are updated in Juro; compile and track contract approval for redlines and negotiated terms
• Provide updates and conduct walkthroughs for stakeholders on processes, contract management workflows, and system changes

• 2+ years of experience in sales operations, deal desk, or a similar administrative role
• Proven experience working in HubSpot
• Experience with Notion for documentation (strongly preferred)
• Exposure to CRM data audits, reporting, or sales process optimization
• Strong proficiency in Google Workspace (Docs, Sheets, Drive)
• Experience handling contracts, proposals, and sales documentation
• Highly detail-oriented with a strong commitment to data accuracy across multiple systems
• Comfortable working with multiple SaaS tools simultaneously in a fast-paced environment
• Clear and proactive communicator who collaborates effectively with sales teams and stakeholders
• Reliable and self-directed, with the ability to consistently perform in a remote setup

• Experience with workflow automation or process improvement tools
• Familiarity with SaaS business models and GTM terminology
• Experience supporting high-volume deal environments

• Career Development: Clear path with mentorship and training opportunities
• Technical Training: Comprehensive onboarding on security and compliance frameworks
• Competitive Compensation: A competitive base salary with regular performance reviews linked to merit-based appraisals and bonus opportunities.
• Growth Opportunity: Early-stage company with significant room for career advancement.
• Remote-First Culture: Flexibility to work from anywhere while collaborating with a global team.

Work Environment Requirements

• Reliable high-speed internet connection.
• Quiet, professional home office setup.
• Must be amenable to work US Eastern Time zone hours.
• Fluency in written and verbal English communication skills.

As an equal opportunity employer, Workstreet is committed to providing employment opportunities to all individuals. All applicants for positions at Workstreet will be treated without regard to race, color, ethnicity, religion, sex, gender, gender identity and expression, sexual orientation, national origin, disability, age, marital status, veteran status, pregnancy, or any other basis prohibited by applicable law.