Sales Operations Specialist (US-Based Marketing Agency SaaS) - A134

Work Arrangement: Fully Remote – Must have reliable overlap with MST working hours
Job Type: Independent Contractor, Full-time
Work Schedule: Monday to Friday | 9:00 AM to 6:00 PM (MST)

Locations:

• LATAM: Mexico City (Mexico), Bogotá (Colombia), São Paulo (Brazil), Buenos Aires (Argentina)
• Philippines: Manila, Cebu, Davao — with reliable MST overlap

About Pearl Talent

Pearl works with the top 1% of candidates from around the world and connects them with the best startups in the US and EU. Our clients have raised over $5B in aggregate and are backed by companies like OpenAI, a16z, and Founders Fund. They’re looking for the sharpest, hungriest candidates who they can consistently promote and work with over many years. Candidates we’ve hired have been flown out to the US and EU to work with their clients, and even promoted to roles that match folks onshore in the US.

Hear why we exist, what we believe in, and who we’re building for: WATCH HERE

Why Work with Us?
At Pearl, we’re not just another recruiting firm—we connect you with exceptional opportunities to work alongside visionary US and EU founders. Our focus is on placing you in roles where you can grow, be challenged, and build long-term, meaningful careers.

Role Overview

Our client, a fast-growing performance marketing and media agency, is seeking a Sales Operations Specialist to drive the accuracy, efficiency, and structure behind its sales engine. This role supports the sales team by maintaining CRM data integrity, optimizing workflows, producing performance insights, and coordinating lead follow-ups — enabling the sales closers to focus fully on revenue-generating work.

The ideal candidate is a disciplined, proactive operator with strong analytical and organizational skills. You’ll be responsible for ensuring data accuracy, generating actionable sales reports, and keeping every lead tracked and moving through the pipeline seamlessly. This is a highly collaborative yet self-managed position ideal for someone who thrives in detail-oriented, process-driven environments.

Core Responsibilities

CRM & Pipeline Management – 40%

• Maintain complete, accurate CRM data (HubSpot or equivalent) for all deals and contacts.
• Conduct daily hygiene checks: update deal stages, merge duplicates, and ensure full visibility.
• Assign and track leads to ensure timely follow-ups and zero pipeline drop-offs.

Reporting & Analytics – 25%

• Build dashboards and reports for conversion rates, pipeline velocity, and forecasting.
• Produce weekly performance summaries for leadership and sales teams.
• Track inbound and outbound flow to identify bottlenecks or improvement areas.

Sales Support & Coordination – 20%

• Prepare meeting agendas, action trackers, and follow-up documentation.
• Facilitate smooth communication between the founder, SDRs, and closers.
• Monitor outbound sequences for cadence accuracy and prompt response handling.

Outbound Support (Light) – 15%

• Conduct prospect research and list enrichment via Apollo or Sales Navigator.
• Support sequencing and outreach setup when needed.
• Audit campaign data to maintain consistent quality and performance tracking.

Must-Haves (Required)

• At least 1 year of experience in Sales Operations, RevOps, CRM/SDR support (or an Excel Wizard!)
• Proven expertise managing CRMs such as HubSpot, Salesforce, or Pipedrive.
• Excellent written and verbal English communication skills.
• Exceptional attention to detail and strong organizational discipline.
• Ability to work full-time with reliable MST time-zone overlap.
• Comfortable working independently in a fast-paced, founder-led organization.

Nice-to-Haves (Preferred)

• Background in outbound or SDR support (prospecting, sequencing, list management).
• Familiarity with tools such as QuickBooks, Apollo, Instantly, ZoomInfo, or LinkedIn Sales Navigator.
• Advanced proficiency in Google Sheets (formulas, tracking, data validation).
• Experience with Notion, Zapier, or similar documentation and automation tools.
• Prior experience in marketing, performance, or agency operations.

Tools Proficiency

Required:

• Reporting: Microsoft Office with emphasis on Excel, Google Sheets
• Communication: Slack, Zoom, Email
• Documentation: Notion or equivalent

Preferred:

• Outbound & Research: QuickBooks, Apollo, Instantly, Sales Navigator, Clay,
• CRM: HubSpot, Pipedrive, or Salesforce
• Automation: Zapier or Make (Integromat)
• Analytics: Looker Studio or Google Data Studio