Set-up and Location : WFH / Onsite
Work Schedule : 9 : 00AM to 6 : 00PM (AEDT) | 6 : 00AM to 3 : 00PM (PH)
Employment Type : Full-time
Ready to do work that actually excites you?
Provide structured, repeatable sales operations support across the full sales lifecycle — with emphasis on CRM hygiene, lead setup, sales materials management, proposal preparation, and monthly reporting — enabling the Sales Manager to maximize selling time and reduce administrative workload.
What You'll Do :
You'll be the kind of person who :
1. CRM Support & Data Hygiene (HubSpot + Light NetSuite)
Maintain clean, accurate CRM data to support forecasting and deal visibility :
- Maintain and update HubSpot company, contact, and deal records.
- Identify and flag missing or inconsistent data, duplicates, or incomplete fields.
- Ensure all new opportunities have correct associations and required fields.
- Perform light NetSuite CRM updates for implementation opportunities mid-month and month-end.
- Maintain standardized naming and organization across CRM records.
Primary tools : HubSpot CRM, NetSuite CRM, Excel
2. Lead Intake & Early-Stage Setup (New Leads)
Ensure every new lead enters the sales process clean, complete, and ready for Discovery :
Set up opportunity folders using the standard naming structure.Build intro packs including company logo, basic info, and standard materials.Create or enrich HubSpot company, contact, and deal records.File and convert survey results to PDF, and update key fields in HubSpot.Prepare early-stage materials so Discovery sessions are high leverage.Primary tools : HubSpot, SharePoint, Canva, Excel
3. Research & Pre-Call Preparation (Qualification → Discovery)
Support early-stage conversations through structured prep :
Create account snapshots (industry, revenue, employee size, key finance leaders).Enrich missing contact and company details using LinkedIn.Prepare structured Discovery / Demo prep packs with background and assets.Pull and organize relevant case studies, one-pagers, and slide decks.Primary tools : LinkedIn, SharePoint, PowerPoint, Canva
4. Deal Progression Enablement (Discovery → Demo → Solution Fit)
Ensure deals move smoothly and materials stay organized :
Update and maintain opportunity folders with meeting materials and assets.Maintain standardized folder structure as deals progress through stages.Assist with refreshing sales materials as milestones shift.Support preparation of materials needed for internal or client-facing sessions.Primary tools : SharePoint, PowerPoint, Excel
5. Proposal, SoW, & Commercial Support (Solution Fit → SoW → Close)
Support the commercial stages with accurate and timely documentation :
Build proposal packs using standard templates and meeting notes.Create proposal visuals and layouts using Canva.Prepare Statements of Work (SoWs) and Terms & Conditions from approved templates.Assist with order-of-magnitude pricing using established pricing frameworks.Maintain an organized, centralized SharePoint library of sales materials and templates.Primary tools : SharePoint, Canva, PowerPoint, Excel
6. Monthly Reporting & Sales Ops Support
Provide visibility and consistency across the pipeline :
Roll over the monthly sales report using existing templates.Produce a monthly CRM data quality summary (missing fields, duplicates, inactive deals).Flag cleanup areas or data gaps requiring attention.Support basic data exports and formatting.Primary tools : Excel, HubSpot, NetSuite, SharePoint
Requirements
What You Bring :
We're looking for someone who :
Key Tools They Will Use
HubSpot CRM – primary CRMNetSuite CRM – implementation opportunity updatesSharePoint – folders, templates, librariesExcel – reporting, data cleanup, pricingPowerPoint – decks, prep materials, sales assetsCanva – proposal visual design and layoutLinkedIn – contact and company researchBenefits
Why You’ll Love Working Here
HMO, Dental, and Life Insurance for you and one free dependent from day one (with the option to enroll additional dependents)Paid Leaves : Birthday, Vacation, Medical, and Maternity (up to 6 Vacation Leaves are convertible to cash on your anniversary)Employee Engagement Activities : Year-End Party, Family Day, Team Building, and more!Let’s Talk
If you’re thinking “this sounds like me”—it probably is. Click apply. We can’t wait to meet you.