Senior Sales Operations Specialist
About Impactable
We’re Impactable—an investor-backed, LinkedIn-centric B2B marketing agency that’s moving fast, growing faster, and not looking back. Think startup hustle meets agency precision. We’ve doubled in size twice and are on track to do it again, thanks to a fierce blend of smart marketing, sharp strategy, and ambitious acquisitions.
Our squad? A globally-savvy team of marketers, data nerds, and creative thinkers who know their way around a funnel and a Figma file. If you love juggling fast-paced marketing projects, geeking out over timelines and client KPIs, and have the kind of follow-up game that would make a CRM blush—this might just be your moment.
About the Role
This is an owner seat, not a support role. The Senior Sales Operations Specialist runs Impactable's revenue operations end to end — CRM, pipeline, billing, contracts, reporting, and warm-signal automation — independently, reporting directly to the SVP, Revenue & Growth.
You diagnose problems, build solutions, and keep the SVP informed at the decision level — not the task level. Success means the revenue function runs without hand-holding: clean data, accurate pipeline, on-time proposals, working automations, and warm signals routed to the right owner.
Key Responsibilities
- CRM Management — Maintain HubSpot data integrity, run hygiene checks, enforce governance standards, and train the sales team on best practices.
- Sales Support — Keep pre-call automation fed with clean firmographic data, own new-client handoffs to ClickUp, and maintain integration points between AI notetakers, CRM sync, and sales workflows.
- Pipeline Management — Own deal-stage accuracy through automation and spot-checks; surface stalled or misclassified deals and flag bottlenecks to leadership.
- Billing — Set up billing portals, maintain the HubSpot product library, and ensure correct line items are in place before contracts go out.
- Contracts & Proposals — Draft proposals using AI from call recordings, maintain PandaDoc templates, and manage the HubSpot–PandaDoc sync.
- Reporting — Maintain pipeline trackers and HubSpot dashboards; deliver weekly and monthly reporting; own forecast accuracy and surface the story behind the numbers proactively.
- Process Optimization — Identify and implement improvements, document SOPs, and evaluate new HubSpot features for adoption.
- Warm-Signal Automation — Capture engagement and inbound signals, route them to the right owner within SLA, maintain prospect-list hygiene, and report on volume, routing speed, and conversion.
Required Skills, Education, and Knowledge
- 3+ years in sales or revenue operations, with proven end-to-end ownership
- Strong HubSpot proficiency: pipelines, deal management, reporting, automation
- Demonstrated ability to build and document process from scratch
- Analytical — brings recommendations forward without being asked
- Comfortable owning signal routing, enrichment, deduplication, and suppression
- Operates with minimal oversight; escalates judgment calls, not routine decisions
Nice to have: Experience with LinkedIn or email outbound tooling (HeyReach or equivalent).
Selection Process
Three work-sample exercises — no resume-only screens:
- Data hygiene — Clean a messy CRM export, flag anomalies, and recommend a fix so the issue doesn't recur.
- Signal-routing build — Design a capture, enrichment, and routing flow from a rough ICP and warm engagement signals; explain how you'd measure it.
- Ambiguous request — Respond to a deliberately under-specified ask to demonstrate clarifying instinct and judgment.