Sales Operations Specialist
External
Newform · PhilippinesPrepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
About the role
As a Sales Operations Specialist, you'll sit at the center of our revenue engine - working closely with sales, leadership, and delivery to drive pipeline visibility, deal execution, and overall sales efficiency. Your role is both executional and systems-oriented. You'll help manage proposals, CRM hygiene, and day-to-day sales workflows, while also improving the underlying systems and processes that help us move faster and close better. This role is ideal for someone who is detail-oriented, systems-minded, and wants to work close to deals and revenue. You'll partner closely with business development and leadership to reduce friction in the sales process and ensure we have clear visibility into pipeline and performance.
Responsibilities
- Own and maintain the sales CRM (HubSpot, Salesforce, or equivalent) as the source of truth for pipeline and revenue
- Ensure leads, deals, and pipeline stages are accurate, up to date, and reflective of real deal progress
- Track inbound and outbound leads and support proper routing, enrichment, and follow-up
- Support proposal and sales material development (decks, case studies, scopes), ensuring consistency and speed in deal execution
- Assist in building and improving sales processes, workflows, and automations across tools (HubSpot, Clay, Zapier, etc.)
- Generate weekly and monthly sales reporting for leadership (pipeline, conversion rates, cycle length, deal velocity)
- Coordinate handoff from sales to account teams to ensure smooth client onboarding
- Support forecasting, quota tracking, and performance analysis
- Identify operational gaps in the sales process and proactively suggest improvements
Requirements
- 2-5 years of experience in sales operations, revenue operations, or a related role
- Experience in a B2B agency, GTM team, or high-growth startup preferred
- Strong organizational and process management skills
- Comfortable working with CRMs, spreadsheets, and dashboards
- High attention to detail-you care about clean data and clear systems
- Strong written and verbal communication skills
- Analytical mindset with the ability to turn data into insights
- Ability to manage multiple workstreams in a fast-paced environment
- (Must) Familiarity with HubSpot, Salesforce, or similar CRM tools
- (Nice to have) Experience with tools like Clay, Zapier, or similar automation platforms
Benefits
Additional Information
ABOUT NewForm is a performance marketing agency that oversees ~$100M/year in paid media spend for high-growth tech and mobile brands. We help category disruptors scale paid social through a short-form, content-led approach. Our in-house creative team produces thousands of human-first ads every month, all built to drive efficient and scalable growth. We operate at the intersection of creative, media, and technology-and we're building internal systems that make performance marketing and revenue operations faster, cleaner, and more predictable.
Your Match
How well this role fits your profile.
Company Intel
What employees say
Worked at Newform? Share your experience