Sales Operations Manager

Remote
Full Time
Experienced

About the role:

The Sales Operations Manager will play a key role in supporting the sales team by managing and optimizing sales tools, coordinating appointments, and ensuring smooth sales operations from lead to conversion. This person will help ensure our sales process is efficient, scalable, and aligned with company goals.

About us:

BM Digital is a leading growth marketing agency built to help e-commerce brands scale profitably and predictably. We partner with high-growth DTC companies to drive customer acquisition through influencer marketing and conversion-optimized creative. 

With a team of 70+ growth operators, analysts, and creatives, we manage over 80,000 creator partnerships monthly and oversee $200M+ in annual media spend across Meta, TikTok and Google. Our campaigns are rooted in creative testing frameworks, full-funnel analytics, and a bias toward action. 

We’re not just an agency - we’re a growth partner. We foster a culture of ownership, curiosity, and creative rigor - where top performers can do their best work and see the direct impact of what they build.

Responsibilities:

CRM ADMINISTRATION & ARCHITECTURE

  • Own the entire HubSpot instance, settings, user access, permissions, and security
  • Design and maintain the pipeline structure, deal stages, lifecycle stages, and lead statuses so they accurately reflect the sales process
  • Manage custom properties, ensuring nothing is redundant and everything required is actually being filled in
  • Evaluate and recommend HubSpot tier/feature upgrades as the business scales

SOP DEVELOPMENT & ENFORCEMENT

  • Build and document a comprehensive Sales CRM SOP covering how reps should log activities, update deal stages, move contacts through lifecycle stages, and handle handoffs
  • Create clear rules for what constitutes a qualified lead, when a deal moves stages, and what fields are mandatory at each stage
  • Conduct regular audits to ensure reps are following the SOPs and flag violations to sales leadership
  • Build accountability mechanisms like dashboards showing compliance, automated reminders for stale deals, etc.

DATA HYGIENE & INTEGRITY

  • Implement ongoing data cleaning processes including deduplication, standardization of naming conventions, and merging duplicate contacts/companies
  • Run regular data audits (weekly/monthly) and produce data quality scorecards
  • Set up validation rules and required fields to prevent garbage data from entering the system
  • Own the import/export process so no one uploads dirty lists into HubSpot

WORKFLOW AUTOMATION & PROCESS OPTIMIZATION

  • Design, build, and maintain all HubSpot workflows including lead assignment, deal rotation, task creation, internal notifications, and lifecycle stage transitions
  • Automate repetitive sales processes like follow-up sequences, meeting booking flows, and re-engagement triggers
  • Build automated alerts for deals that haven’t been updated, contacts missing key info, or deals sitting in a stage too long
  • Continuously optimize existing automations based on performance data

REPORTING & DASHBOARDS

  • Build and maintain executive-level dashboards showing pipeline health, conversion rates, rep activity, deal velocity, and revenue forecasting
  • Create rep-level dashboards so each closer can see their own performance and pipeline in real-time
  • Deliver weekly/monthly reports to sales leadership on pipeline accuracy, forecast confidence, and team Ensure all reports pull clean, reliable data

INTEGRATIONS & TECH STACK MANAGEMENT

  • Manage integrations between HubSpot and other tools (calling software, email, Slack, billing, etc.)
  • Troubleshoot data sync issues between platforms
  • Evaluate new tools that plug into HubSpot and manage implementation

SALES ENABLEMENT & TRAINING

  • Onboard new sales reps into HubSpot, teaching them the SOPs, workflows, and expectations
  • Run recurring training sessions when processes change or adoption slips
  • Create documentation (video walkthroughs, written guides) that reps can reference
  • Be the go-to person for any HubSpot questions from the team

PROCESS IMPROVEMENT & STRATEGIC INPUT

  • Identify bottlenecks in the sales process by analyzing CRM data (where deals stall, where drop-off happens)
  • Recommend process changes based on data, not gut feel
  • Partner with sales leadership on territory planning, lead routing logic, and pipeline strategy

Ideal candidate profile

  • 3-5+ years in Sales Ops, RevOps, or HubSpot Administration (agency or high-volume sales environment preferred)
  • HubSpot certifications (Sales Hub, Revenue Operations, HubSpot Admin)
  • Experience building SOPs from scratch and driving adoption across a team
  • Analytical mindset, comfortable with data, dashboards, and process mapping
  • Enough authority/backbone to hold reps accountable for CRM discipline​​

Additional details:

  • This is a full-time, remote position.
  • Work hours: EST timezone
  • Compensation range is from $1,000 to $2,500 USD a month based on experience.
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