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RegASK · 3 months ago

Senior Sales Operations Specialist

United States

Full-time

Remote

Senior Level

5+ years exp

RegASK is an AI-driven solution enabling intelligent regulatory workflow orchestration, and they are seeking a Senior Sales Operations Specialist to enhance their go-to-market strategy. This role involves managing Salesforce and HubSpot, improving funnel efficiency, and delivering insights to leadership while collaborating with various teams.

Information TechnologyProfessional ServicesSaaS

Responsibilities

Own Salesforce configuration: custom objects, fields, validation rules, flows, approval processes, and page layouts

Manage user permissions, profiles, roles, and record types

Build and maintain reports, dashboards, and automated workflows to support GTM analytics and forecasting

Ensure CRM hygiene, deduplication, and data validation processes

Design and optimize lead, opportunity, and account lifecycle processes

Administer marketing and sales modules, including list segmentation, email workflows, lead scoring, and form management

Sync and troubleshoot Salesforce-HubSpot integration (e.g field mapping, sync errors)

Define and track KPIs across the funnel (e.g MQL to SQL conversion, pipeline velocity, sales cycle)

Build GTM dashboards for leadership and sales teams

Support accurate pipeline management and forecasting

Integrate and maintain tools including Salesforce, HubSpot, Gong, ZoomInfo, LinkedIn Sales Navigator etc

Evaluate and recommend tools to improve GTM efficiency

Work closely with sales, customer success, marketing, and finance teams to align operational goals and maximize system efficiency

Manage system updates and projects using tools like Jira, ensuring timely delivery of solutions

Document process and provide training to end-users on Salesforce best practices and support troubleshooting efforts as needed

Qualification

Salesforce configurationSalesforce customizationHubSpot managementData analysisProject managementSalesforce Administrator certificationCommunicationCollaboration skills

Required

At least 5 years of hands-on experience in Salesforce development, configuration, and maintenance in a B2B SaaS company

Expertise in Salesforce customization (e.g., workflows, dashboards, reports)

Knowledge of integrating Salesforce with external tools (e.g., HubSpot Marketing Hub, gong, SalesNav, outlook, etc.)

Familiarity with data analytics/reporting tools within Salesforce

Strong data analysis skills (Excel, Looker/Tableau/PowerBI)

Understanding of sales and marketing funnel metrics and how to influence them through tooling

Familiarity with CPQ, revenue attribution, or customer success tooling (e.g Gainsight)

Experience using Jira for project management is a plus

Salesforce Administrator certification (strongly preferred)

Excellent communication skills; must be a native English speaker

Strong collaboration skills to work effectively with cross-functional teams

Preferred

Experience in early-stage SaaS or scaling RevOps from Series A to B

Proven track record of optimizing sales/revenue operations processes through Salesforce solutions

Company

RegASK

RegASK is global RegTech company using artificial intelligence for augmenting regulatory research and ESG issues management. It is a sub-organization of SPRIM.

Founded in 2017

Singapore, Central Region, SGP

51-200 employees