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When · 1 month ago

Revenue Operations & Sales Enablement Specialist

United States

Full-time

Remote

Mid Level

3+ years exp

When is a venture-backed, US-based technology company transforming the way companies offboard employees. They are seeking a Revenue Operations & Sales Enablement Specialist to implement systems and processes that will enable the sales team to scale and support operational rigor in a growing organization.

Financial ServicesFinTechHealth InsuranceInsuranceInsurTech

Responsibilities

Configure and maintain HubSpot CRM—pipeline stages, deal workflows, and automation

Build and update dashboards and reports to track pipeline health, conversion rates, and sales activity

Support forecasting by pulling data and maintaining accurate pipeline records

Maintain data hygiene—clean up duplicates, ensure fields are populated, enforce CRM standards

Create and organize sales playbooks, battle cards, and objection handling guides based on direction from leadership

Develop onboarding checklists and training materials for new sales hires

Keep sales collateral organized and accessible—maintain a content library that reps can actually use

Coordinate with Product and Marketing to gather and distribute product updates and competitive intel

Work with the fractional GTM executive to implement processes and operational changes

Help administer territory assignments and compensation plan tracking

Prepare data and analysis to support leadership decision-making

Document processes and create SOPs as new workflows are established

Be the go-to person for HubSpot questions and troubleshooting

Set up and maintain integrations between HubSpot & any other sales tools

Research and recommend new tools as needs arise

Qualification

HubSpot CRMSales OperationsSales EnablementExcel/Google SheetsGTM Tools FamiliarityAttention to DetailClear CommunicationSelf-MotivatedProject ManagementDocumentation Skills

Required

3-5+ years of experience in sales operations, revenue operations, or sales enablement

Solid HubSpot skills—comfortable building workflows, reports, and dashboards

Strong attention to detail and organizational skills

Proficient in Excel/Google Sheets—can build models, pivot tables, and VLOOKUPs

Clear communicator who can document processes and create training materials

Self-motivated and able to manage multiple projects with minimal oversight

Comfortable taking direction and executing against a defined plan

Preferred

Experience in HR tech, benefits, insurance, or B2B SaaS

Familiarity with broker or channel partner sales models

Exposure to sales methodologies like MEDDIC or Challenger

Experience with other GTM tools like ZoomInfo or Outreach

Benefits

100% company-paid health insurance

Company

When

When is a comprehensive, AI-driven technology platform and healthcare severance solution that provides unparalleled support for employees navigating offboarding, life changes, and the complex health insurance market, all while saving your company time and money.

Founded in 2020

Highwood, Illinois, USA

11-50 employees