Sales Operations Specialist

Key Responsibilities

• Follow up on quoted projects and existing sales leads from the past 12 months using HubSpot CRM.
• Contact prospects and customers via phone and email to determine project status, identify current decision-makers, and uncover new business opportunities.
• Gather key project information, including whether the project is proceeding, if the original contractor was successful, and who was ultimately awarded the project.
• Maintain accurate and up-to-date customer, project, and opportunity records within HubSpot CRM.
• Research and identify updated contacts when previous decision-makers are no longer involved.
• Prepare and send professional follow-up emails while maintaining clear and consistent communication with prospects.
• Follow established sales support processes, workflows, and call procedures to ensure consistency and data accuracy.
• Escalate qualified opportunities and important project updates to the UK sales team.
• Meet daily and weekly KPIs for outbound calls, CRM updates, and follow-up activities.
• Provide ongoing administrative and sales support as required, with the opportunity to transition into a broader administrative support role.
  
  

• Proven experience in Sales Support, CRM Administration, Customer Service, Lead Follow-up, or a similar role.
• Hands-on experience with HubSpot CRM or other CRM platforms is highly preferred.
• Strong experience conducting outbound calls and following up with customers and prospects.
• Excellent verbal and written English communication skills with a clear, professional, and neutral accent.
• Confident in communicating over the phone and comfortable making outbound calls for several hours each day.
• Strong written communication skills with the ability to draft accurate and professional emails using tools such as Microsoft Copilot, ChatGPT, or similar AI writing assistants.
• Tenacious and persistent, with the ability to identify the correct contacts and consistently follow up on opportunities.
• Strong attention to detail with the ability to accurately update CRM records and maintain data integrity.
• Process-driven and able to follow documented workflows, procedures, and call scripts.
• Self-motivated, dependable, and capable of working independently while achieving KPIs.
• Excellent organizational, time-management, and multitasking skills.
• Participate in regular performance reviews and one-on-one coaching sessions with the UK-based manager.