Tech Stack
CRM
Job Description, Responsibilities & Requirements
About the Position
At Impactable, we build B2B marketing ecosystems that fuel measurable business growth. Our approach is LinkedIn-centric, audience-first, and signal-based-ensuring every sales and marketing workflow drives impact.
The Sales Operations Specialist plays a critical role in supporting our U.S.-based sales organization. You’ll be the backbone of our sales systems, ensuring clean data, consistent processes, and seamless handoffs so our sales team can focus on what they do best: growing revenue and serving clients.
Responsibilities
- Maintain CRM (HubSpot) data integrity and ensure records meet standards.
- Support pre-call automations, persona classification, and documentation needs.
- Coordinate client handoffs, ensuring accurate information is logged into ClickUp.
- Monitor pipeline accuracy, integrations, and automation workflows.
- Assist with billing setups, proposal generation, and contract workflows.
- Provide reporting and insights on pipeline health and sales performance.
- Identify opportunities to streamline processes and adopt new tools.
Requirements
- Proven experience in sales operations with CRM (HubSpot/Salesforce) expertise.
- Strong analytical and documentation skills.
- Comfortable leveraging AI and automation in daily workflows.
- Detail-oriented, process-driven, and proactive in problem-solving.
- Excellent communicator across global teams.
- Flexibility to align working hours with our U.S.-based sales team (Central Time Zone) to maximize client responsiveness.
- English proficiency at Upper-Intermediate to Advanced level.
We Offer
- Work with a global agency team (U.S., Ukraine, Serbia) in a growth-driven environment.
- Direct impact on the efficiency and success of our sales organization.
- Opportunity to work with cutting-edge sales and marketing tech (HubSpot, ClickUp, PandaDoc, AI tools).
- Collaborative culture that values innovation, ownership, and growth.
Why Join Us
📌 If you’re energized by building structure, cleaning up chaos, and helping sales teams win-this is your chance to make an immediate impact.