Sales & Marketing Operations Specialist
Core
Support the day-to-day operational activities of the US sales team, including CRM management, pipeline discipline, deal closing coordination, and sales enablement.
Role type
Sales Operations Specialist (US team support)
Builds
Sales processes, playbooks, and operational workflows for the US commercial team
Domain
Cybersecurity / B2B SaaS
Deliverable
product features (via careerplan.io/jobs/65-00C-76-276-sales-marketing-operations-specialist-at-morphisec)
Required skills
CRM management, pipeline management, data hygiene, deal administration, sales reporting, process documentation, stakeholder coordination, workflow optimization
Preferred skills
Salesforce or HubSpot, LinkedIn Sales Navigator, B2B enterprise sales support, lead management, sales enablement, AI/agentic workflows
Technologies
Salesforce, HubSpot, LinkedIn Sales Navigator, Microsoft Excel
Responsibilities
Partner with US Sales to ensure timely lead follow-up and CRM hygiene; Support CRM data quality across leads, contacts, accounts, and opportunities; Hold weekly 1:1s with US reps to review opportunities and blockers; Manage the close-won process for US deals; Support monthly Finance/Ops alignment; Provide materials for weekly Sales Ops forecast calls; Coordinate sales meetings and follow through on action items; Support order administration and commercial workflows; Assist with pipeline management and sales reporting; Administer the sales tech stack; Create and maintain sales playbooks and training materials; Onboard new Sales team members; Identify opportunities to simplify workflows and leverage AI
Seniority
Mid-level, hands-on IC