Sales Operations Specialist at Everflow in Oakland, CA

About the role

Love solving messy data problems and making revenue systems run like a Swiss watch? We're looking for an experienced sales operations specialist to join our team. 

You’ll be the brain behind our sales tech stack, and own our HubSpot CRM. What does this look like? You’ll build smart automations, create dashboards that leadership actually wants to look at, turn raw data into insights that drive decisions, and act as the go-to expert for the sales team when anything in the stack breaks, confuses people, or needs improvement. 

If you enjoy mixing technical problem-solving, data analysis, and helping teams work more efficiently, this is your kind of role. 

This role requires a hybrid schedule with a 2-day in-office requirement per week at one of our office locations in Oakland, or Costa Mesa.

What you'll do

• Manage and maintain our HubSpot CRM instance, including fields, objects, workflows, automations, and integrations
• Troubleshoot technical issues within the CRM and integrated sales tools. Review tickets, track down the root cause of problems, identify and implement scalable solutions
• Create and optimize reports and dashboards to drive visibility and boost performance
• Export information and build reporting and charts in excel, extract insights from raw data
• Serve as the go-to resource for the sales team across all sales tools - answering questions, solving problems, providing training, and ensuring everyone can work efficiently within our tech stack
• Use Clay and other tools to build and enrich prospect lists, clean and validate lead data, and seamlessly upload information into our CRM
• Collaborate and communicate with leadership to identify process improvements, keep data flowing, and provide support to the sales team 
• Clean and maintain data across our systems, develop data hygiene, quality, and governance standards 

Qualifications

• 2+ years of sales operations experience
• Have been a CRM admin in Hubspot or Salesforce
• Data Literacy - Comfortable with excel, CRM reporting, building dashboards
• Sales Background or Extensive Sales Knowledge (doesn’t have to be tech)
• Detail-oriented with excellent problem-solving skills, very comfortable multi-tasking
• Ability to translate business needs into technical solutions
• Experience with data manipulation, management, analysis, and reporting
• Comfortable leading complex projects and working autonomously in multiple systems

Nice to Have

• HubSpot or Salesforce Admin certifications
• Experience with Clay or similar AI powered prospecting/enrichment tools
• Knowledge of common sales tools and CRM integrations (Outreach, LISN)

Compensation Package:

Base Salary: $80,000 - $90,000
Bonus Potential

Perks include:

• Employer Covered Medical, Dental and Vision Insurance
• Unlimited PTO and paid holidays
• 401(k) (No matching at this time)
• Paid parental leave for putting your family first
• Startup-like environment, without the constant rush to raise the next round of funding
• A very collaborative team and culture
• Education, gym, and equipment stipend

Join Our Exceptional Team

Dive into a role where respect, ownership, and mindfulness define our culture. As a valued team member, you'll enjoy the freedom to innovate and excel, supported by the tools and equipment you need to succeed.

Balance, Growth, and Connection

Work/Life Harmony: Embrace unlimited PTO and a healthy balance that respects your life outside work.

Continuous Growth: Regular feedback and discussions about your career path keep you moving forward.

Inclusive Community: Be part of a welcoming, engaging workplace that celebrates diversity and fun.

We offer a dynamic environment where excellence is rewarded, your well-being is a priority, and every day brings a chance to make meaningful connections. Ready for a truly rewarding challenge? We're excited to meet you.