Sales Operations Associate
SKILLS
FULL DESCRIPTION
Sales Operations Associate
[Employer hidden — sign up to reveal] is seeking a Sales Operations Associate to own CRM management and RFP response efforts. This fully remote role involves pipeline configuration, reporting, process documentation, and sales enablement. Requires 3-5 years in sales operations or related B2B role and hands-on HubSpot experience.
- Job Type: Full-time
- Work Type: Remote
- Salary Range: $62,000 - $72,000 per year
Description
We're looking for a Sales Operations Associate to serve as the primary owner of [Employer hidden — sign up to reveal] For You's CRM and lead our RFP response efforts. You'll collaborate across departments to improve sales processes, maintain competitive intelligence, and enable our sales team to close more business.
What You'll Own:
- CRM Management: Pipeline & lifecycle configuration, Data integrity & hygiene, Dashboards & reports, User onboarding & training, Workflow & automation, CRM integrations
- Reporting & Pipeline: RFP response support, Stage conversion & velocity reports, Monthly KPI cadence, Pipeline risk flagging, Competitive market research
- Process Documentation: Standardize lead-to-close workflows, Maintain playbooks & guides, Identify & recommend improvements
Requirements
- 3–5 years in sales operations or a related analytical/operational B2B role
- Hands-on HubSpot CRM experience — workflow automation, custom reporting, pipeline management
- Proficiency in MS Office Suite (Word, PowerPoint, Excel); comfortable working with data sets
- Strong process orientation with a track record of documenting workflows
- Clear communicator who can translate data into takeaways for non-technical stakeholders
- Able to prioritize independently with excellent organizational and time management skills
Nice to have:
- Associate or Bachelor's degree
- Experience in healthcare, wellness, employee benefits, or insurance-adjacent industries
- Familiarity with broker or channel sales models
- HubSpot certifications (Sales Software, Revenue Operations, or similar)
- Proficiency with AI tools
- Exposure to ERP systems (QuickBooks, Sage Intacct, NetSuite, or similar)
Why work with us?
[Employer hidden — sign up to reveal] For You empowers our employees to make health and well-being a priority at work and in life. Our employees work in a friendly and supportive culture, and receive a competitive compensation and benefits package including:
- Competitive salary
- Growth opportunities
- Comprehensive benefits package - Medical, Dental, Rx, Vision, Life, Disability, Hospital reimbursement plan
- 401k with per pay employer match
- Employee Assistance Program through LifeMatters EAP
- Mental health benefits, including access to paid therapy
- Paid maternity leave after 12 months
- Paid Time Off including time off to volunteer in your community and the day off on your birthday
- Casual dress code
- Wellness program and teambuilding opportunities with incentives
- Milestone anniversary program
- Ongoing training and education
Work Environment: This job is fully remote and requires a dedicated, private home office. The salary range for this position is $62,000 to $72,000 based on location, experience, and skills determined in the interview process.
[Employer hidden — sign up to reveal] is an equal opportunity employer.