Ashling Partners
Sales Operations Admin
CHICAGO, IL
Sponsorship not specifiedDetected 1 day ago
Machine LearningData AnalysisProject ManagementHubSpotSalesforceCRMSalesAccount ManagementExcelProcess ImprovementLeadershipCommunicationProblem SolvingOrganizational SkillsMicrosoft OfficeSharePoint
About the role
- This individual will work closely with Sales, Marketing, Finance, and Delivery teams to streamline operations, improve pipeline visibility, and enable consistent, scalable go-to-market execution across the organization.
- The ideal candidate will bring strong analytical capabilities, attention to detail, and a passion for operational excellence in a fast-growing B2B environment.
Responsibilities
- Position Overview: The Sales Operations Administrator is a key operational role responsible for supporting the execution and optimization of sales processes, systems, and reporting that drive revenue growth, operational efficiency, and data-driven decision-making.
- CRM & Sales Tools Management: Own the administration, optimization, and day-to-day management of the CRM (HubSpot), ensuring data accuracy, user adoption, and continuous improvement of workflows and automations.
- Sales Process Support: Assist in the development and implementation of standardized sales processes and best practices that support the full sales cycle-from lead qualification to deal closure and handoff to Delivery.
- Sales Enablement: Partner with Sales and Marketing to ensure sales teams have access to up-to-date collateral, pitch decks, case studies, and proposal templates; assist with onboarding and ongoing training.
- Quote-to-Cash Coordination: Support quote generation, pricing approvals, and contract workflows; coordinate with Finance to ensure clean handoff for invoicing and revenue recognition.
- Territory & Account Management: Help manage territory assignments, account segmentation, and alignment of reps to opportunities, ensuring balanced workload and focus on priority accounts.
- Technology Evaluation & Implementation: Support the evaluation and rollout of new tools or enhancements that improve sales productivity, automation, and data insights.
- Sales Meeting & Planning Support: Coordinate sales meetings, pipeline reviews, QBRs, and other planning sessions, including preparation of materials and tracking of follow-up actions.
- Partner with Sales and Marketing to ensure sales teams have access to up-to-date collateral, pitch decks, case studies, and proposal templates; assist with onboarding and ongoing training.
- Support quote generation, pricing approvals, and contract workflows; coordinate with Finance to ensure clean handoff for invoicing and revenue recognition.
Requirements
- Systems Proficiency: Hands-on experience with CRM platforms (HubSpot, Salesforce), sales analytics tools, and productivity applications (Excel, SharePoint, PowerPoint, BI dashboards).
- 1-3 years of experience in a sales operations, revenue operations, project management, or business operations role within a B2B organization, preferably in technology, SaaS, or consulting services.
- Hands-on experience with CRM platforms (HubSpot, Salesforce), sales analytics tools, and productivity applications (Excel, SharePoint, PowerPoint, BI dashboards).
- Bachelor's degree in Business Administration, Sales, Marketing, or a related field.
Nice to have
- Exposure to Intelligent Automation, AI, RPA, or related enterprise technology services is a plus but not needed.
- Industry Knowledge: Exposure to Intelligent Automation, AI, RPA, or related enterprise technology services is a plus but not needed.
Skills
- Strong data analysis, reporting, and problem-solving capabilities; able to turn insights into operational improvements.
- Communication: Clear communicator who can work effectively with cross-functional teams and present data and recommendations to stakeholders.
- Education: Bachelor's degree in Business Administration, Sales, Marketing, or a related field.
- All firm members are referred to as "Ohana," the Hawaiian word for family, with regards to extended family beyond relatives.
- Immediate 401K contributions
- Our rapidly growing organization is taking the world by storm, quickly becoming THE global boutique in intelligent automation.
Benefits
- Generate and maintain dashboards, forecasts, and reports to provide sales and leadership teams with visibility into KPIs, pipeline health, win/loss trends, and productivity metrics.
- We provide a positive, appreciative and fun culture What Sets Us Apart Quarterly book allotment (any book of your choice, no cap!) Uncapped training allotment Unlimited holidays Unlimited PTO!
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This listing is sourced directly from Ashling Partners's careers page and normalized into a canonical job model.