Sales and Operations Manager

Responsibilities Own the end-to-end process from closed deal to order to installation Manage order processing and ensure accurate, timely fulfillment Coordinate with internal teams and external installation partners to facilitate scheduling and execution of deployments Maintain clear visibility into order and installation status for stakeholders Identify and resolve bottlenecks across pre- and post-sale workflows to improve speed and reliability Support deal execution by ensuring accurate setup and data integrity in HubSpot (deals, contacts, pipeline stages) Optimize workflows and automations within HubSpot to improve lead management, deal progression and handoffs Build and maintain basic reporting for pipeline and deal visibility Ensure clean and consistent handoff from Sales to Operations Act as the go-to resource for day-to-day sales ops support Identify opportunities to automate workflows across sales operations and fulfillment Leverage AI tools (e.g., ChatGPT, Claude, Cursor, Loveable) to improve productivity and reduce manual work Build and maintain lightweight automations using HubSpot workflows, Zapier, Make, or similar tools Continuously improve systems and processes to increase efficiency and scalability Requirements 3+ years in operations, sales ops, or a similar role in a SaaS B2B environment Strong attention to detail and ability to manage multiple workflows simultaneously Highly organized and process-oriented, but comfortable operating in ambiguity Thrives in a hands-on role where you are both executing and improving processes daily Experience with CRM systems (HubSpot strongly preferred) Strong cross-functional communication skills Problem-solver who takes ownership and drives things to completion Curious and proactive about using new tools and technologies to drive efficiency Comfortable experimenting with no-code/low-code tools (e.g., Claude Code, Zapier, Lovable) Experience in HaaS/SaaS with hardware components (preferred), or logistics/fulfillment environments (preferred) Bachelor’s degree (preferred) Hard Skills order processing data integrity workflow optimization reporting automation lead management deal progression sales operations problem-solving process improvement Soft Skills attention to detail organizational skills cross-functional communication ownership curiosity proactivity adaptability hands-on execution process-oriented ability to manage multiple workflows #J-18808-Ljbffr