Sales Operations Specialist

Ludi seeks a highly analytical and detail-oriented Sales Operations Specialist to optimize sales processes, enhance pipeline efficiency, and develop sales-specific content and collateral to support revenue growth. 

This role involves creating actionable reports, analyzing pre-pipeline and pipeline data, and delivering insights to enable and support the sales organization. The ideal candidate will contribute to improving operational efficiency and driving data-informed decision-making across the sales organization.

Key Responsibilities

Sales Pipeline and Pre-Pipeline Analytics:

• Analyze pre-pipeline data to uncover insights, identify highly engaged leads, and enhance targeting strategies to drive more effective and impactful engagement with potential opportunities.
• Monitor the sales pipeline in HubSpot, ensuring accurate data entry, seamless workflows, and consistent opportunity tracking.
• Provide regular pipeline updates, insights, and reports to leadership, ensuring alignment with forecasting and sales targets.

Forecasting, Reporting, and Enablement:

• Develop and deliver accurate sales forecasts using pipeline data to support strategic planning and revenue goal-setting.
• Generate detailed reports in HubSpot and Excel to analyze the sales pipeline and processes; monitor key performance indicators (KPIs), including revenue growth, conversion rates, and sales performance metrics.
• Proficiency in Power BI for creating detailed and actionable reports to enhance internal analysis, inform sales strategies, and support sales demos.

Operational Efficiency and Collaboration:

• Identify opportunities to streamline sales operations and improve efficiency through automation and process improvements.
• Partner with cross-functional teams, including product, marketing, and finance, to align revenue operations with overall business objectives.

Qualifications

• Bachelor’s degree in Business, Data Analytics, or a related field.
• Proven experience in revenue operations, sales operations, or similar roles, with a track record of improving sales workflows and data management.
• Advanced proficiency in HubSpot for pipeline management, reporting, and sales process optimization.
• Experience with Power BI, including creating dashboards and product-related visualizations.
• Strong skills in Excel for data analysis and reporting.
• Analytical mindset with the ability to synthesize complex data into clear, actionable insights.
• Strong presentation creation and delivery skills.
• Exceptional organizational and communication abilities, fostering collaboration and alignment across teams.
• This is a remote position, but candidates MUST reside in the US.