Sales Executive Support

This is a remote position.

Key Responsibilities

HubSpot CRM & Pipeline Management

• Manage HubSpot for the sales team ensuring data accuracy proper workflows and smooth integration with marketing and client service.
  

• Design and refine pipeline stages deal fields SLAs and automation processes.
  

• Manage lead scoring and qualification logic to ensure seamless MQL SQL Opportunity transitions.
  

• Build and maintain dashboards tracking pipeline health lead sources conversions and revenue forecasts.
  

• Identify and fix bottlenecks to improve efficiency and deal velocity.
  

Sales Support & Coordination

• Prepare proposals presentations and follow-up materials for high-value prospects.
  

• Coordinate meetings agendas and next steps to maintain deal momentum.
  

• Oversee sales documentation file management and client onboarding handoffs.
  

Data Analysis & Reporting

• Analyze funnel and campaign performance to provide actionable insights.
  

• Deliver reports on CPL CAC conversion rates and forecast accuracy.
  

• Maintain up-to-date dashboards and source of truth scorecards for leadership.
  

Client Engagement & Outreach

• Manage outreach and follow-ups through HubSpot sequences email and LinkedIn.
  

• Support client engagement initiatives that move opportunities forward.
  

• Collaborate with marketing on campaigns and monitor engagement metrics.
  

Cross-Functional Collaboration

• Work closely with operations marketing and client success teams for smooth handoffs.
  

• Share front-line insights to improve messaging targeting and customer experience.
  

• Contribute ideas to optimize the client acquisition journey.
  

Requirements

Must-Haves

• Bachelors degree in Business Marketing Analytics or a related field.
  

• 13 years of experience in sales support CRM management or data-driven sales/marketing.
  

• Strong proficiency with HubSpot (pipeline management reporting workflows).
  

• Analytical mindset with strong reporting and problem-solving skills.
  

• Excellent communication organization and stakeholder management.
  

• Self-starter detail-oriented and comfortable in a remote fast-paced environment.
  

• Availability to work 9:00 AM 5:00 PM ET.
  

Nice to Have

• Experience with LinkedIn Sales Navigator Microsoft Office 365 Google Workspace Zoom Calendly Fireflies or similar tools.
  

• Basic BI or spreadsheet skills (pivot tables calculated fields or SQL).
  

Tools Youll Use

HubSpot (primary) Microsoft Office Suite Google Workspace LinkedIn Sales Navigator Zoom Calendly Fireflies Basic BI tools

Why This Role Matters

Your work powers growth. By combining sales support reporting and HubSpot optimization youll help leadership focus on closing deals while you ensure the sales engine runs smoothly and efficiently.

Benefits