The Role
Serve as liaison between GTM leadership, marketing, and business development to manage pipeline, lead routing, proposals, CRM (HubSpot) administration, reporting, and prospect outreach to accelerate revenue and customer acquisition.
Summary Generated by Built In
Sales Operations Lead
The Sales Operations Lead will be responsible for being a liaison between GTM leadership, marketing and business development resources for GTM. This role will focus on facilitating marketing and sales efforts, managing lead generation and pipeline, optimizing and streamlining processes and executing activities that drive revenue and accelerate customer acquisition. The Sales Operations Lead partners closely with market and practice leaders to support lead generation, proposal development, CRM optimization.
Responsibilities
Position Reports to: Chief Growth Officer
Position Supervises: None
The Chief Executive Officer has the discretion to hire personnel with a combination of experience and education that may vary from the above listed qualifications.
This is to acknowledge that I have read and understand the above job description. This copy supersedes any others previously distributed. I have familiarized myself with the material in the job description and will conduct myself according to its contents. I further understand that Global Tax Management (GTM) may change, rescind, or add to any procedure described in this job description at its sole discretion with or without prior notice.
The Sales Operations Lead will be responsible for being a liaison between GTM leadership, marketing and business development resources for GTM. This role will focus on facilitating marketing and sales efforts, managing lead generation and pipeline, optimizing and streamlining processes and executing activities that drive revenue and accelerate customer acquisition. The Sales Operations Lead partners closely with market and practice leaders to support lead generation, proposal development, CRM optimization.
Responsibilities
- General pipeline management and reporting: work with assigned market and practice leaders to ensure the pipeline is up to date and opportunities are progressing through the sales process.
- Monthly business development & marketing meetings: coordinate and direct monthly business development and marketing meetings for defined regions with various stakeholders. Prepare agendas and track action items.
- Lead management: act as a key point of contact for lead generation routing and tracking. Ensure leads are routed to the appropriate market and practice leaders and properly documented in the pipeline.
- Proposal Support: assist market leaders, practice leaders, and other managing directors with the preparation of proposals and RFP responses.
- HubSpot Support & Administration: ensure data in CRM is accurate and updated, manage CRM user access, manage lists within CRM, provide CRM training/support to end users, and implement new CRM functionality.
- Prospect outreach: proactively follow up with prospects after key activities and events (e.g., event attendance, website visits, content consumption, current news, etc.) to generate qualified leads.
- Bachelor’s Degree in Business Administration, Marketing, or related field
- A Master’s Degree is preferred but not required
- A minimum of 3 years of experience in sales operations with a strong knowledge of sales and marketing processes, methodologies, pipeline management, and best practices
- Proficient with marketing automation tools and CRM software, prior experience with HubSpot is a plus
- Excellent communication skills
- Exemplary time management and organizational skills
- High attention to detail and level of accuracy
- High degree of tact, judgment and discretion
- Experience in Microsoft Office suite
- History of successfully working with sales executives and/or C-suite level personnel
Position Reports to: Chief Growth Officer
Position Supervises: None
The Chief Executive Officer has the discretion to hire personnel with a combination of experience and education that may vary from the above listed qualifications.
This is to acknowledge that I have read and understand the above job description. This copy supersedes any others previously distributed. I have familiarized myself with the material in the job description and will conduct myself according to its contents. I further understand that Global Tax Management (GTM) may change, rescind, or add to any procedure described in this job description at its sole discretion with or without prior notice.
Skills Required
- Bachelor's Degree in Business Administration, Marketing, or related field
- Master's Degree
- Minimum of 3 years of experience in sales operations
- Proficient with marketing automation tools and CRM software
- Prior experience with HubSpot
- Excellent communication skills
- Exemplary time management and organizational skills
- High attention to detail and level of accuracy
- High degree of tact, judgment and discretion
- Experience in Microsoft Office suite
- History of successfully working with sales executives and/or C-suite level personnel
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The Company
What We Do
GTM (Global Tax Management) is a leading corporate tax services firm that specializes in tax accounting, income tax compliance, international tax, transfer pricing, and tax automation. An award-winning, 100% employee-owned firm and independent member of WTS Global, GTM provides flexible, hands-on expertise to help multinational corporations of all sizes manage complex tax matters and deliver enduring value.
