Key Facts

Remote From:

Full time

English

Hard Skills

HubSpot CRM Salesforce Sales Reporting Proposal Development Performance Analysis Zapier Automation Studio Online Communication Process Management

Other Skills

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Organizational Skills
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Spreadsheets
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Detail Oriented
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Non-Verbal Communication

Roles & Responsibilities

2–5 years of experience in sales operations, revenue operations, or a related role
Experience in a B2B agency, GTM team, or high-growth startup preferred
Strong organizational and process management skills
High attention to detail—you care about clean data and clear systems

Requirements:

Own and maintain the sales CRM (HubSpot, Salesforce, or equivalent) as the source of truth for pipeline and revenue
Ensure leads, deals, and pipeline stages are accurate, up to date, and reflective of real deal progress
Track inbound and outbound leads and support proper routing, enrichment, and follow-up
Support proposal and sales material development (decks, case studies, scopes), ensuring consistency and speed in deal execution

Job description

ABOUT

NewForm is a performance marketing agency that oversees ~$100M/year in paid media spend for high-growth tech and mobile brands. We help category disruptors scale paid social through a short-form, content-led approach. Our in-house creative team produces thousands of human-first ads every month, all built to drive efficient and scalable growth.

We operate at the intersection of creative, media, and technology—and we're building internal systems that make performance marketing and revenue operations faster, cleaner, and more predictable.

THE ROLE

As a Sales Operations Specialist, you'll sit at the center of our revenue engine - working closely with sales, leadership, and delivery to drive pipeline visibility, deal execution, and overall sales efficiency.

Your role is both executional and systems-oriented. You'll help manage proposals, CRM hygiene, and day-to-day sales workflows, while also improving the underlying systems and processes that help us move faster and close better.

This role is ideal for someone who is detail-oriented, systems-minded, and wants to work close to deals and revenue. You'll partner closely with business development and leadership to reduce friction in the sales process and ensure we have clear visibility into pipeline and performance.

RESPONSIBILITIES

Own and maintain the sales CRM (HubSpot, Salesforce, or equivalent) as the source of truth for pipeline and revenue
Ensure leads, deals, and pipeline stages are accurate, up to date, and reflective of real deal progress
Track inbound and outbound leads and support proper routing, enrichment, and follow-up
Support proposal and sales material development (decks, case studies, scopes), ensuring consistency and speed in deal execution
Assist in building and improving sales processes, workflows, and automations across tools (HubSpot, Clay, Zapier, etc.)
Generate weekly and monthly sales reporting for leadership (pipeline, conversion rates, cycle length, deal velocity)
Coordinate handoff from sales to account teams to ensure smooth client onboarding
Support forecasting, quota tracking, and performance analysis
Identify operational gaps in the sales process and proactively suggest improvements

REQUIREMENTS

2–5 years of experience in sales operations, revenue operations, or a related role
Experience in a B2B agency, GTM team, or high-growth startup preferred
Strong organizational and process management skills
Comfortable working with CRMs, spreadsheets, and dashboards
High attention to detail—you care about clean data and clear systems
Strong written and verbal communication skills
Analytical mindset with the ability to turn data into insights
Ability to manage multiple workstreams in a fast-paced environment
(Must) Familiarity with HubSpot, Salesforce, or similar CRM tools
(Nice to have) Experience with tools like Clay, Zapier, or similar automation platforms

BENEFITS