Advisicon is seeking a Sales Operations & Revenue Lead to build and operationalize the systems, processes, and structure that support a scalable sales function within a growing technology consulting organization.
This is a foundational role designed for a hands-on leader who is equally comfortable building the operational backbone of sales and actively participating in the sales process during an early stage of growth.
Approximately two-thirds of this role will focus on designing and implementing sales infrastructure, including CRM optimization, pipeline management, reporting, forecasting, sales process development, and compensation administration. The remaining portion of the role will involve supporting active sales efforts, including participating in sales calls, managing opportunities, coordinating proposals, and advancing deals through the pipeline.
The ideal candidate has experience supporting or leading sales operations within consulting, professional services, SaaS, or technology organizations and is comfortable operating in an evolving environment where systems are still being built.
Key ResponsibilitiesSales Operations & Infrastructure- Design, document, and implement scalable sales workflows from lead intake through close and handoff to delivery
- Build and maintain CRM architecture, opportunity stages, forecasting inputs, dashboards, and reporting standards
- Establish pipeline governance, sales documentation standards, and operational best practices
- Develop reporting and visibility into pipeline health, deal movement, forecasting, and sales performance
- Identify operational bottlenecks and implement process improvements to improve efficiency and scalability
- Participate in sales calls, discovery conversations, and deal progression activities as needed
- Support opportunity strategy, proposal coordination, contract routing, and deal tracking
- Help ensure opportunities move consistently through the pipeline with clear ownership and follow-up
- Collaborate with leadership to reduce founder dependency in day-to-day sales execution
- Administer and maintain sales compensation structures, rules, and tracking mechanisms defined in partnership with leadership and finance
- Track bookings and commissionable events and ensure accuracy in reporting
- Support transparency and consistency in compensation-related processes
- Partner with leadership, finance, delivery, marketing, and partner managers to support the full revenue lifecycle
- Improve alignment between marketing-generated opportunities, sales follow-up, and pipeline visibility
- Ensure smooth transition from closed sales to consulting delivery through clear documentation and expectations
- 5+ years of experience in sales operations, revenue operations, business development, or related sales support leadership roles
- Experience building or optimizing CRM systems, pipeline processes, and sales workflows
- Experience supporting or participating in B2B sales environments, preferably within consulting, professional services, SaaS, or technology organizations
- Strong understanding of sales process management, forecasting, pipeline discipline, and opportunity progression
- Comfort participating in client-facing sales activities and supporting active deal movement
- Strong analytical, organizational, and process design capabilities
- Excellent written and verbal communication skills
- Ability to operate independently in an evolving, growth-oriented environment
Success in this role will be demonstrated by:
- A clearly defined and consistently followed sales process
- Improved CRM data quality, forecasting visibility, and pipeline hygiene
- Reduced dependency on leadership for day-to-day sales coordination and deal management
- Increased consistency in opportunity movement and follow-up across the sales lifecycle
- Strong operational alignment between sales, marketing, finance, and delivery
- A scalable sales infrastructure that supports future growth and team expansion
Skills Required
- 5+ years of experience in sales operations, revenue operations, business development, or related sales support leadership roles
- Experience building or optimizing CRM systems, pipeline processes, and sales workflows
- Experience supporting or participating in B2B sales environments
- Preferable experience within consulting, professional services, SaaS, or technology organizations
- Strong understanding of sales process management, forecasting, pipeline discipline, and opportunity progression
- Comfort participating in client-facing sales activities and supporting active deal movement
- Strong analytical, organizational, and process design capabilities
- Excellent written and verbal communication skills
- Ability to operate independently in an evolving, growth-oriented environment
What We Do
Advisicon is a business transformation and work management consultancy. We help organizations move faster by leveraging the combination of process and technology. Advisicon is a PMI Registered Education Provider, and a Microsoft Gold Certified Partner with competencies in Networking Infrastructure Solutions, Information Worker Solutions, and Enterprise Project Management Specialization. Our clients throughout North and Latin America realize quantifiable results through our unique approach of combining knowledge transfer, optimization and sustainability of processes and technology while increasing stakeholder competencies. Optimization: We integrate project management best practices and project management technologies to fit each client's organizational structure, strategy, goals and culture. Knowledge Transfer: We teach clients to internalize and standardize project management best practices and use of technology. We provide task-specific coaching, in-depth process development, customized project management methodology and supervised technology training. Sustained Results: Through our phased approach, our clients adopt and iteratively implement strategic project management improvements, growing their level of project management maturity.
