Sales Operations
Port.io · Boston, MA · 5 days ago
Hybrid$100/hrOther
What You'll Do
- Own the deal desk process end-to-end: pricing approvals, non-standard deal structuring, contract reviews, and order processing
- Partner with Sales, Finance, and Legal to ensure deals move quickly and comply with internal policies
- Maintain and improve quoting workflows, approval matrices, and pricing guidelines
- Serve as the go-to resource for reps navigating complex deal structures
- Maintain the integrity and hygiene of our CRM (HubSpot), including pipeline accuracy, data enrichment, and deduplication
- Own territory and account assignments, ensuring proper routing and segmentation
- Identify bottlenecks in the sales process and design solutions to remove friction
- Evaluate, implement, and manage sales tools and integrations across the tech stack
- Document SOPs and ensure consistent adoption of processes across the team
Requirements
- 3–5 years of experience in Sales Operations, Revenue Operations, or a related role within a B2B SaaS environment
- Solid hands-on experience with HubSpot or Salesforce (SFDC)
- Prior deal desk or quote-to-cash experience, including familiarity with non-standard deal approvals and pricing governance
- Strong analytical skills: comfortable building reports, working with data, and drawing actionable conclusions
- Proficiency with Excel/Google Sheets; experience with BI tools (Looker, Tableau, etc.) is a plus
- Excellent organizational skills and attention to detail; you don't let things fall through the cracks
- Clear communicator who can work effectively with Sales, Finance, Legal, and executive stakeholders
- Self-starter mindset: you see what needs to be done and take ownership without waiting to be asked
Office days are Tuesday, Wednesday, and Thursday.